Introduction
Using Pipeline to supervise your operators
follow, giving everyday operations users and higher level supervisors a
handy interface to visualize what’s happening, and what should happen
next.
For example, Work Orders in progress should be supervised to make sure the technicianhas all he/she needs to finish the job, but Work Orders in Quality Survey status require contacting your client to get their feedback.
There is no recipe for this assessment
though we provide a few tips and insights that will help towards these objectives:
Use the created date filter to view recent orders
Seeing the full list of Work Orders can make it difficult to assess efficiency in a specific period of time
● Especially if you want to check Last week’s or Last month’s activity
With the Created Date filter, you can limit your view to recently issued work, therefore comparing open orders versus resolved orders with a time-framed perspective.
By default
The Pipeline will display all Work Orders by Date Created
so recent issues will be shown first. This is helpful, though you can sort by Priority, for example,to categorize and compare information better. In general, you’d want past jobs to be mostly closed and recent work to be somewhere in between. Old, still open jobs would then trigger anin-depth study with your operators to see if the Service Level is not threatened and what can be done about it.
This tip should be combined with the Expired and Missed ETA viewa for a better assessment of outdated work with your operators.
Study one Project or Sub Project at a time
If your workload is already organized in Projects or Sub Projects, it is reasonable to supervise efficiency one project at a time. By filtering by Project and/or Sub Project, you’ll be able to quickly assess if a given bulk is ahead or behind
● Especially if you have a schedule set for it
You can also question specific operators who are responsible for a specific project, leaving the rest of your crew out of that conversation and improving efficiency and accountability. This tip should be combined with the Expired and Missed ETA views for a better assessment of outdated work with your operators.
In addition, you can always check List Manager: Sub Projects to see details like budget or ETA, as well as a list of all Work Orders under that Sub Project. This can be used in tandem with the Pipeline view for a better understanding of what’s missing and what the project is needing to succeed.
Configure Default Filters for you and your crew
As the workload increases, growing companies start splitting their operators to focus on specific contracts, geographic areas, priorities, and even stages of the workflow.
In these scenarios, it is wise to supervise each sector based on their bulk of work specifically to avoid misconceptions or confusion.
To this extent, the tool we recommend is Default Filters
located on the top right, under your avatar icon
Default Filters
Default Filters will set a custom combination of filters to your Pipeline, therefore avoiding repeated setup for this screen.
Your Pipeline will simply have these parameters by default whenever you refresh or log in. Of course, you can then change them ad hoc for specific queries.
This tool is not only useful if you need to regularly supervise a specific area or contract, but it is also useful for your operators to avoid distraction.
As an administrator, you can define specific Default Filters for your operators in System Settings: Users, which will apply immediately to their accounts
Default filter System Settings → Users
Ready to get started?
If you have specific questions about this topic, don’t hesitate to contact us at contact@ecobpm.com
Learn more about how sweven works
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Work Order Using Checklists
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Work Order Notes and Email Notes
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Work Order Management
Creating a service order When creating a Service Order, there are key mandatory fields that must be filled before saving; these fields are marked with
Login and Account Management
Login To access an existing Sweven account, you’ll be required to input your username (an email address) and password. ● Provided via email or by