Opqo identifies assigned work orders using a combination of:

• User role
• Base query
• Assignment strategy.  

User Role

Users of the application will be identified as:

• A Technician: If they are a member of the STAMTECH Maximo security group
• A Manager: If they are a member of the STAMMGR Maximo security group

If a user is a member of both STAMTECH and STAMMGR groups, they will see work orders per both groups, below.

Base Query

The base query used for identifying work orders is as follows:

• Technicians: The base query for identifying work orders assigned to technicians is specified by the techwork query definition on the STAMWODETAIL object structure.
• Managers: The base query for identifying work orders assigned to managers is specified by the mgrwork query definition on the STAMWODETAIL object structure.

Assignment Strategy

Assignment strategies identify the specific mechanisms used to identify the assigned work for a user.  Opqo uses assignment strategies for the following:

1. When selecting the work orders to download for the user to work with
2. When performing work assignment actions, such as when creating a Quick Report.

The assignment strategies for technicians and managers are selected during Opqo installation, and the selected assignment strategies are stored in the STAUTOSCRIPT.STAMCONFIG automation script.

Assignment strategies are available in the following categories:

1. Individual assignment strategies
2. Assignment Manager Assignment Strategy
3. Person Group assignment strategies
4. Person Group with individual claim assignment strategies.

These are detailed in the following sections.

Individual Assignment Strategies

Individual assignment strategies identify a work order as being assigned to a single user.

The following standard assignment strategies are available:

The basic configuration for a technician assignment using the LEAD field looks like the following:

appConfig = {
  "general": {
    "assignment": {
      "technician": {
        "strategy": "LeadAssignmentStrategy"
      },
      "manager": {
        "strategy": "SupervisorAssignmentStrategy"
      }
    }
  }
}

appConfig = {
  "general": {
    "assignment": {
      "technician": {
        "strategy": "PersonIdAttributeAssignmentStrategy",
        "attributeName": "CF_ASSIGNEDTO"
      },
      "manager": {
        "strategy": "SupervisorAssignmentStrategy"
      }
    }
  }
}

These assignment strategies have the following additional configuration properties:

A full configuration that:

• Uses the LEAD field, 
• Allows the user to claim unassigned work orders from online search results, 
• Does not allow the user to unassign work 

looks like the following:

appConfig = {
  "general": {
    "assignment": {
      "technician": {
        "strategy": "LeadAssignmentStrategy",
        "allowClaimAssignment": true,
        "allowClaimAssigned": false,
        "allowReleaseAssignment": false
      },
      "manager": {
        "strategy": "SupervisorAssignmentStrategy"
      }
    }
  }
}

Assignment Manager Assignment Strategy

This assignment strategy identifies assigned work via a Maximo Assignment Manager assignment, and supports assignments that are direct to the user's labor code, or to the crew that the user is a member of.

The basic configuration for a technician assignment looks like the following:

appConfig = {
  "general": {
    "assignment": {
      "technician": {
        "strategy": "AssignmentMgrAssignmentStrategy"
      },
      "manager": {
        "strategy": "SupervisorAssignmentStrategy"
      }
    }
  }
}

This assignment strategy has the following additional configuration properties:

A full configuration where new assignments are always made directly to the user via their labor code looks like the following:

appConfig = {
  "general": {
    "assignment": {
      "technician": {
        "strategy": "AssignmentMgrAssignmentStrategy",
        "newAssignmentsPrefer": "labor"
      },
      "manager": {
        "strategy": "SupervisorAssignmentStrategy"
      }
    }
  }
}

Person Group Assignment Strategies

Group assignment strategies identify a work order as being assigned to a PERSONGROUP, where user assignments are those that match any group the user is a member of.

If the user is a member of multiple groups, when they create a new assignment (such as a Quick Report), they will be prompted to select the group to assign the work order to.

The following standard assignment strategies are available:

The basic configuration for a technician assignment using the PERSONGROUP field looks like the following:

appConfig = {
  "general": {
    "assignment": {
      "technician": {
        "strategy": "WorkGroupAssignmentStrategy"
      },
      "manager": {
        "strategy": "SupervisorAssignmentStrategy"
      }
    }
  }
}

appConfig = {
  "general": {
    "assignment": {
      "technician": {
        "strategy": "PersonGroupAttributeAssignmentStrategy",
        "attributeName": "CF_ASSIGNEDTOGRP"
      },
      "manager": {
        "strategy": "SupervisorAssignmentStrategy"
      }
    }
  }
}

appConfig = {
  "general": {
    "assignment": {
      "technician": {
        "strategy": "WorkGroupAssignmentStrategy",
        "assignToGroupOnly": true,
        "validAssignmentGroups": ["MAINT", "ELEC"]
      },
      "manager": {
        "strategy": "SupervisorAssignmentStrategy"
      }
    }
  }
}

Person Group with Individual Claim Assignment Strategies

These assignment strategies are a combination of Person Group and Individual assignment strategies, and are essentially multi-level assignment strategies.  

The first level is identical to the Person Group assignment strategies, where the work order is identified as being assigned to a PERSONGROUP.  These strategies then allow users to claim work orders from this pool of group work, which adds an assignment individually to that user via their PERSONID.

Note that the work order retains the group assignment even when claimed, so it is still visible to other group members, while also being identifiable as assigned to the specific user.

appConfig = {
  "general": {
    "assignment": {
      "technician": {
        "strategy": "WorkGroupLeadClaimAssignmentStrategy"
      },
      "manager": {
        "strategy": "SupervisorAssignmentStrategy"
      }
    }
  }
}

appConfig = {
  "general": {
    "assignment": {
      "technician": {
        "strategy": "PersonGroupAttributeClaimAssignmentStrategy",
        "claimAttributeName": "CF_ASSIGNEDTO",
        "groupAttributeName": "CF_ASSIGNEDTOGRP"
      },
      "manager": {
        "strategy": "SupervisorAssignmentStrategy"
      }
    }
  }
}

appConfig = {
  "general": {
    "assignment": {
      "technician": {
        "strategy": "WorkGroupLeadClaimAssignmentStrategy",
        "allowClaimAssigned": false,
        "validAssignmentGroups": ["MAINT", "ELEC"],
        "includeNonGroupWork": false,
        "autoSyncGroupWork": false
      },
      "manager": {
        "strategy": "SupervisorAssignmentStrategy"
      }
    }
  }
}