Separate Access/Visibility for Departments
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Toy Eastes
We are using Coperniq for three or four different departments (Service, Commercial, Residential--within which we have different regions with different Workflows). Having the ability to separate the property fields, dashboard list view and workorders/forms so we only have to sort through one grouping rather than hundreds of choices that do not apply to each department would be fundamentally and massive helpful. In other words, essentially being able to separate what each party sees and choices they are given by deparment or "company."
Max Kazakov
I love that idea.. are you talking about separating your configuration aka templates? or actual instances of work orders, projects, etc?
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Toy Eastes
Max Kazakov The templates in the back end as well as where we add project properties in the back end would be one. We have different WOs, Forms and in some cases fields for each island or each department (commercial, resi, service, O&M). But also the actual choices when you filter smart views and when you do mass edits or when you go to add a WO... you have to scroll through all the WOs and fields and phases even possible for all departments or islands (however you have set it up). I'm not sure I'm explaining this well. Right now, we have to add notations behind every field and every WO, etc. such as "(SVC)" or "(Oahu)" so that we are sure to pick the correct one.