Assign Diary Actions to Specific Users or Roles
- Jose Rivas
Analytics
When a Diary Action is added, Moveware will automatically populate the name of the user who creates the action to the Assigned column.
Moveware allows for diary actions to be assigned automatically to specific users or based on specified roles such as Operations Manager, Account Manager, Sales Rep, and so on.
Assigning Diary Actions to Specific Users
In Administration > Company Setup > Diary Actions, select a Diary Action, and double-click into the “Assign to Actual User” field and add specific user(s) to whom the task should always be delegated to. Multiple users can be added to this field.
Moveware will now always assign this Diary Action to the User set in the “Assign Actual User” field.
Assigning Diary Actions Based on Roles
In Administration > Company Setup > Diary Actions, select a Diary Action, and find the “Assign to Type” field. Select the position.
Below are the list of the available positions to which Diary Actions can be assigned by default:
Account Manager
Claims Manager
Corp Acct Manager
Entered By
Freight Manager
Move Manager
Operations Manager
Quality Manager
Sales Rep
Additional “Assigned To” roles can be added if needed.
When Account Manager, Corp Acct Manager, Entered By, Move Manager, or Sales Rep is selected, Moveware will retrieve data from the corresponding field in Removal Details.
Please note that an extra step is required to have the diary action assigned to the Claims Manager, Operations Manager, Freight Manager and Quality Manager. Navigate to Employee Management > User Details.
Please ensure that the user belongs to the correct Notify group. For example, an Operations Manager must have “Operations” selected in the Notify field and a Claim Manager must have “Claims” selected.
On some sites, the two Notify Groups “Freight Manager” and “Quality Manager” may need to be added so they appear in the Notify field. This can be done via Code Management as seen below:
In this instance, user BB3 is set as an Operations Manager for Branch SYD. Please note that each branch should only have Operations Manager.
When adding the “Carton Delivery” action to a SYD branch Job, Moveware will assign it to User B21 as a result of the Diary Action’s setting.