Default personnel assignments
Defaults are values that will be specified automatically on the data tabs of the order, as soon as a specific property and order group - for which these defaults have been registered - is selected for the order.
You can define default values for coordinators/tradespeople, based on the default settings for the Order group business objects.
Per building/property you can define the default Internal coordinator and the internal tradesperson depending on a certain user group. For example:
With these settings and creation of a request on building ‘Braintree hill office park’ and an order group ‘Electrical’ the field Internal coordinator will get the value Tracey Wood and the internal tradesperson will be Steven Johnsson.
If this is set up correctly and for all buildings and order groups, the values of the 2 fields will always be correctly populated when changing building or order group.