GUIDE: Work Flow Setup

Jonathan Semones -

The Lucity suite offers you a comprehensive solution for Work Management. The Work module allows you to establish your work flow, track customer requests, create work orders, establish a preventative maintenance plan, set priorities, provide timetables, track system rehabilitation, and perform budget forecasting. In order for your employees to use these features, you as an administrator will need to
perform the one-time setup actions listed in this workbook. You’ll need to set up other aspects of your work flow in order to fully utilize the Work module; however, this workbook will give you a basic introduction. For additional information, consult the Lucity help guide.

First, we’ll begin by discussing the work flow setup. We’ll show you how to set up categories, create resource records, create work crews, enter problems, and establish work tasks. Then, we’ll move on to notifications. Notifications are used to inform customers of their request’s status as well as notify employees when a work order has been assigned to them or has become overdue. In this workbook, we’ll show you how to create notification templates, set default notifications, and override notifications.

Finally, we’ll show you how to set up Work Options and General Options for Work Orders and Requests.  These options allow you to determine how your employees will enter various types of data into the Work modules.

ACT 2017 - Download PDF

Topics

Work Flow Setup Creating Email Notifications
Getting Started Customer Notifications
Adding Categories or Sub-Categories Overdue Problem Notifications
Resources Overdue Task Notifications
Crews Overriding Notifications
Associating Resources Work Options
Problems Numbering Format
Work Tasks Editing Work Options
Notification Templates New to 14R2

 

Older Versions

ACT 2016 - Web PDF

ACT 2015Desktop PDF, Web PDF

ACT 2014 - Desktop PDF, Web PDF

ACT 2013Download PDF

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