WO Auto-Assignment and Notification by Specialty

Work order assignment can be automated based on specialty for productivity. A specialty is a skill code to do a work order such as electrical, mechanical, cleaning, etc. 

1. Find the Menu

Use the menu tree to search all menu related to specialty below:

• Menu: Work Order | Codes | Specialty - to define codes for specialty.
• Menu: Organization | ACL Profiles | Notification by Specialty - to define auto-assignment and notification by user/team/specialty.

 2. Set up Auto-Assignment

Define auto-assignment from the menu of "Notification by Specialty".

• Click the button "Add User" of the notification list to add a user by specialty and site.
• Edit the user row to set "Assign to WO" to Checked. 
  • If "Assign to WO" is not checked, the auto-assignment will not be activated for this user.
• Click the button "Add Team" button to configure a team for auto-assignment.
• That is all for the setup. Calem will do the auto-assignment when 1) a WO is created with a specialty code; or 2) the specialty code of a WO is modified.

 Additional Resources

• WO/SR Notification and Auto-Assignment by Asset Class
• Find a Menu in Calem Menu Tree
• Finding Fields in Calem Forms
• Data Filtering/Search in Calem
• Is Dark Mode Better for Your Eyes
• When to Use the Mint Theme
• Work Order Home Screen
• Home Screens for Modules
• Tips for Work Order Kanban Board
• When to Use Teams in Calem
• User Guide and Admin Guide (customer account required)
  
• Calem Enterprise Training Site
  
• Calem Enterprise Blogs
  
• Calem Enterprise demo