Danny, I think you can do this with a QBR. If there is only one supervisor who is requesting this information, you could create a simple List report (QBR) using a saved query.
If you are populating the work order Supervisor field and this value always reflects the supervisor of the person that is creating or changing the work order, then the saved query for the report would be something like:
historyflag = 0 and istask = 0 and supervisor = 'FRED.FLINTSTONE;
If you are not using the work order supervisor field or if that data does not always refelct the supervisor of the person who created or completed the work order, then you could use a saved query like:
historyflag = 0 and istask = 0 and exists (select 1 from person p where (p.personid = reportedby or p.personid = changeby) and p.supervisor = 'FRED.FLINTSONE')
This would show the supervisor all open work orders that were created or most recently updated by a direct report, and any of the WOTRACK or QUICKREP reportung objects should have all the content you need to create and schedule a report.
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Nancy Lerner
Brio Consulting
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Original Message:
Sent: 10-17-2023 17:41
From: Danny Richardson
Subject: E-mail supervisor when user changes WO Status?
Thank you @Nancy Lerner. That was a concern of mine was the volume of emails. The report is a good idea. Would you suggest designing that externally in BIRT? It probably cannot be done using the standard reporting in Maximo correct?
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Danny Richardson
Original Message:
Sent: 10-17-2023 08:45
From: Nancy Lerner
Subject: E-mail supervisor when user changes WO Status?
Danny, the easiest way to do this technically is with an escalation that triggers a notification. The communication template defines the email that is sent to the user's supervisor (a role as the recipient). Before building this solution, however, it may be prudent to investigate the volume of work orders being created and completed. If there are more than a few per week, the supervisor is going to be inundated with emails. If the goal is to keep the supervisor informed of status, other good options include (1) a start center that shows work order status and the requested by person, which the supervisor could view daily or throughout the day, or (2) a scheduled report that provides the superviosr with a list of work orders created and completed by each employee, which could be sent daily or weekly.
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Nancy Lerner
Brio Consulting
Original Message:
Sent: 10-16-2023 11:04
From: Danny Richardson
Subject: E-mail supervisor when user changes WO Status?
Hello all,
I have been requested to send an email to a person's supervisor when they create/complete a WO. Is this possible with an Automation Script? or is there a better way?
Thank you in advance
#Administration
#Customizations
#EndUser
#EverythingMaximo
#WorkManagement
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Danny Richardson
Maintenance Administration Facilities
Technimark LLC
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