Supervisors: Get instant access to critical line status and Dispatch information, enabling faster decision-making and improved productivity right when you log in.
Setup
Reach out to Support to have the Role Based Homepage enabled for you.
Once that is turned on, follow these steps:
- Setup Menu > User Setup > User Roles.
- Click Add New in the upper right grey toolbar.
- Give the Role a Code & Description.
- You can add Notification Groups to the Role.
- Select Users with this Role.
- Select the Home Page Widgets - 'Enable Role-Based Home Page', along with the Widgets you want to show up on the Home Page.
Overview:
Lines Widget
Now you will have the opportunity to select a line or lines you wish to oversee by using the Filter in the corner.
Once you have selected your lines you will see an overview of the line's Status, Product running, Summary of Standard Work, and the option to create a Quick Dispatch.
Dispatches List
Here you can see a list of Dispatches that are linked to the Technician Portal and the option to switch between your saved filters.
Audit Summary
Use this article to Setup this use case and use the Widget on the Role based home page.
Changeover Summary
Use this article to Setup this use case and use the Widget on the Role based home page.