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Assigning tasks to users

Question asked by Terry Raymond on Mar 28, 2013
Latest reply on Apr 10, 2013 by Terry Raymond

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What are my options for assigning tasks (drawing, checking,approving,etc) to users? What are options for them being able to see what is on their plate?

Interesting idea here:

https://forum.solidworks.com/message/245732#245732

Are details on this variable method published somewhere?

I have ~20 guys working on design, dwgs. I'm foreseeing files getting lost in the workflow. Not a fan of requiring users to manually send email notifications, nor automated notifications ATM.

Thanks for help!!

Tim Webb Mar 29, 2013 5:43 PM

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Terry,

What is your current "process" for assigning work? You only need to duplicate that in the electronic world and mold EPDM around it.

I have had the opportunity to get extensive experience in several work environments with this in EPDM.

Two ways:

Saved searches by department using a variable on the data card and updating that variable when the files move
Real-time dashboards

Requirements:

Data card variables to carry the new status and ownership.
Select one filetype to represent your data to track (i.e. sldprt, slddrw, PDF, doc, xls, etc.).
Transitions update card variables as documents move through the workflow.

Take a look at my site. See if the home page is anything like what you need. It's an engineering dashboard. These don't have "personal" ownership BUT it can be made to do that with some slight changes.

Every engineer and lead can have a dashboard on their desktop to know what's in their queue.

The goal is to know the status of your engineering at a glance.

Tim CEPA

http://www.equivaq.com

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Laura Whittle Mar 28, 2013 5:04 PM

We have automatic notifications, but we also have it set up so that each person can run a search and find files t4based on the state they are in and possible some variables.

Engineers create the part/assembly, once finished they change state to a drafting state.
Drafter can run a search based on the files in the drafing in progress state.
Once drafting is completed they change state to drafting under review. The creator of the file can search based off of state and the created by variable.
For final approval each department director has a search set up for them so they can see all the files that are waiting on their approval. This is based off of state(Under Review) and the departments selected for approval by the engineer.

Hope that is helpful!

Laura

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Tim Webb Mar 29, 2013 5:43 PM

Terry,

What is your current "process" for assigning work? You only need to duplicate that in the electronic world and mold EPDM around it.

I have had the opportunity to get extensive experience in several work environments with this in EPDM.

Two ways:

Saved searches by department using a variable on the data card and updating that variable when the files move
Real-time dashboards

Requirements:

Data card variables to carry the new status and ownership.
Select one filetype to represent your data to track (i.e. sldprt, slddrw, PDF, doc, xls, etc.).
Transitions update card variables as documents move through the workflow.

Every engineer and lead can have a dashboard on their desktop to know what's in their queue.

The goal is to know the status of your engineering at a glance.

Tim CEPA

http://www.equivaq.com

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Terry Raymond @ Tim Webb on Apr 10, 2013 6:45 PM

Thanks for elaborating on how this works. Our current process is to send a bunch of emails manually. I've decided to keep using our current method; will revisit this EPDM task assigment idea in the future.

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Laura Whittle Mar 28, 2013 5:04 PM
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Correct Answer
We have automatic notifications, but we also have it set up so that each person can run a search and find files t4based on the state they are in and possible some variables.
1. Engineers create the part/assembly, once finished they change state to a drafting state.
2. Drafter can run a search based on the files in the drafing in progress state.
3. Once drafting is completed they change state to drafting under review. The creator of the file can search based off of state and the created by variable.
4. For final approval each department director has a search set up for them so they can see all the files that are waiting on their approval. This is based off of state(Under Review) and the departments selected for approval by the engineer.
Hope that is helpful!
Laura
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Tim Webb Mar 29, 2013 5:43 PM
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Correct Answer
Terry,

What is your current "process" for assigning work? You only need to duplicate that in the electronic world and mold EPDM around it.

I have had the opportunity to get extensive experience in several work environments with this in EPDM.

Two ways:
1. Saved searches by department using a variable on the data card and updating that variable when the files move
2. Real-time dashboards
Requirements:
- Data card variables to carry the new status and ownership.
- Select one filetype to represent your data to track (i.e. sldprt, slddrw, PDF, doc, xls, etc.).
- Transitions update card variables as documents move through the workflow.
Take a look at my site. See if the home page is anything like what you need. It's an engineering dashboard. These don't have "personal" ownership BUT it can be made to do that with some slight changes.

Every engineer and lead can have a dashboard on their desktop to know what's in their queue.

The goal is to know the status of your engineering at a glance.

Tim CEPA
http://www.equivaq.com
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- Terry Raymond @ Tim Webb on Apr 10, 2013 6:45 PM
  Mark Correct
  Correct Answer
  Thanks for elaborating on how this works. Our current process is to send a bunch of emails manually. I've decided to keep using our current method; will revisit this EPDM task assigment idea in the future.
  Like • Show 0 Likes0
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Assigning tasks to users

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