Cheryl A. 5 Laps
We have a need to standardize views for our techs to ensure they are managing their requests properly and seeing the appropriate columns - that we want them to concentrate on.
I have a couple techs in Desktop Support
I want them to see All Requests within selected Categories, Groups and that have a status of not closed or resolved.
The above is easily done.
What I want too do is set the columns I want displayed within the view and set the sort order of columns and rows.
(would be awsome if we could have some type of grouping capability i.e. sort by Technician then by Date, or sort by Subcategory then by Date then by Technician - need flexibility)
This could be pushed as the "default" view for technicians so everyone is looking at the same info.
Yes, they can do custom views but they always have this as the master view and that will be the way they need to manage consistently within the department.
This can also be used when one tech is on vacation so that we don't have to reassign in-progress requests in order to be seen and worked on in a timely manner.
Yes, the above can be done with reports, but reports are not current - only a snapshot in time.
Anyone else have a need for this or have comments about flexible ways to do this?
Cheryl Ankrom Jennmar Corporation