You can send the records created in Mobidi Office or Mobile application to users as tasks. The record contains information about what to do, who will do it, where is it, and issues to be considered—this record sent to the assigned mobile user. The user fills the form elements about the task, whether it is completed or not, or the process continues. Some users may not care about the assigned task; you can also monitor these situations.
The smart Assignment feature is valid for Mobile and Office users.
To make a record assignable, you must add the “Smart Assignment” field to your form. This field requires to define criteria.
- Groups; you can assign the task to a group, who will be assigned from the group members may be decided at a later stage. Users can also take the task themselves.
- Mobile Users, to directly assign to a specific user.
- Department, you can assign by the department of the user. Like, “electricians” must do this.
- Positon, You can assign the task according to the user’s position. The user responsible for the X system should do this.
- Office Users and Office groups are used when you want to assign the task to office users.
Sample Use Cases
A failure logging can be a task. A fault notification has been received, you have created a task/record. The task was forwarded to the field teams as a duty. You can see the result from the dashboards. In the fault record, you can specify the source, type, address, and other details of the fault. If the fault is related to electricity, you can have it transmitted to electricians in the field, or IT Technicians if it is related to them.
You have a social aid operation, you determine who the benefits will go to, and you create the records. With the smart assignment, you determine which team will deliver what and when. The records include the address of the person reached, special conditions, and other necessary details.
There is missing information on the site, such as photos of buildings or door numbers. These records can be delivered to the teams collectively or at times you specify, and missing photos or list of numbers will be received by the teams. In the records, the address of the building and other necessary details can be specified.
You create weekly delivery plans for a service company. Records are created according to these plans and then you watch the deliveries take place. In the records, the address, contact person, phone, special conditions, and the material to be delivered can be specified.
All these activities can be fully monitored through dashboards and reports. Information such as how many tasks went, when they were fulfilled, how much time passed between assignment and performance, how long it took to be done can be monitored and analyzed with dashboards.
“Active User” criteria show up if a form contains Smart Assignment. This feature enables you to create dashboards and reports that each user sees his/her own task.
Questions like how many tasks I have, where are they, how long it takes to complete, and more are answered by these dashboards and reports.
If the task is assigned to a user, only that user will see the task. But if the task assigned to a group, it is visible to the group. In this process, the manager may directly assign the task to a specific user.
Assignment Time and Conditions of Tasks
You may determine the time and condition of a task to be assigned. If you have weekly plans, create them, and forget. If a check is needed before the assignment, create the rule, and forget. This way, mobile users will not see tens/hundreds of jobs in their app but just the daily ones. Or you do not have to watch another colleague complete something. The Smart Assignments help you focus on your job.
“Assignment Condition“, which is a part of the Forms is to define conditions and time.
|Send on date||You must have a date field for the task. Along with the rule, the task is sent to the user when this date comes. In the sample, TaskDate is used.||[TaskDate]:”Today”|
|Send today and tomorrow’s tasks||If you want to stock a few days, this rule will solve.||[TaskDate]:”Today..1d”|
|A Range Control||When orders exceed 200, send the task. If it exceeds 1500 do not send. Field name “Amount” is used as a sample here.||[Amount]:”200..1500″|
|Send after control||If one or more user needs to check the task, just define the check fields and put into the rule. Field name check is used as a sample here.||[Check]:true|
|Using rules together||You can use a comma(“,”) between rules.||[TaskDate]:”Today..3d” , [Check]:true|
Assignment By Message
When a sudden situation occurs, You can send a message to a user or a group or to all users. In this case, the process will start on the field, and the rest will be the same.
Watching the Results
You have created the tasks, determined who will do it and when it will be done. Your task records were forwarded to mobile team members according to the rules. Teams update these records and write the result. It can be a note, additional photo, or some other information. You can also query and analyze any task that is not cared for by the task owners.
Smart Assignments allows you to focus on your main business without having to make a decision every time.