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Topic

    Madhumitha Thinakaran
    Geo Location for Bucket resource type
    Topic posted January 29, 2019 by Madhumitha ThinakaranBlue Ribbon: 750+ Points, tagged Configuration, Mapping, Mobility / Mobile Apps, Resource Management, Routing / Optimization 
    74 Views, 5 Comments
    Title:
    Geo Location for Bucket resource type
    Content:

    Hi Gurus,

    Can anyone give a solution for the below scenario.

    Hierachy of the project is like

    Manager

       -> Supervisor

             ->List of technicians

    The Requirement is supervisor will travel in the field to look into technicians work. And also route the activity which the manager assigns to him.

    But while creating a resource type only the bucket has feature to route the activity. So to track the geo location of a supervisor I have to create a field resource later what provision I given in user type routing cannot be done.

    Thanks,

    Madhu

    Comment

     

    • Zsolt Tolgyesi

      Hi Madhu,

      My proposal is:
      Manager treated as an Area (Group or Bucket)
        Supervisor treated as a "Supervisor's Team" (Group or Bucket)
           Technicians (Resource with repeating shift)
           Supervisor (Resource with occasional shifts)

      You need to choose between Bucket or Group knowing the limitations related to activity holding possibility and Routing limitation.

      Regards,
      Zsolt

      • Madhumitha Thinakaran

        Does this mean I have to create two user for a single supervisor?

        Thanks in Advance,

        Madhu

        • Zsolt Tolgyesi

          No, the Supervisor is a real person who will have a same entity as a normal technician, but he will not assign client related activities for himself and he will distribute activities between his group members, and their activities will be store initially in "Supervisor's Team" bucket.
          Zsolt's Managed Area (Group for example)
            -> Madhumitha's Team (Bucket, hold activities)
                -> Technician 1 (Resource, has assigned User)
                -> Technician 2 (Resource, has assigned User)
                -> Madhumitha (Resource, has assigned User)

          • Madhumitha Thinakaran

            Hi Zsolt,

            Thanks for your reply!!

            Attached with the image of the user type created for a Supervisor.

            For already existing bucket i have created the resource supervisor and made visible resource as bucket. So by doing this when he logs in he can route the activity. 

            And the user type i have given the main resource as Supervisor himself. But while logging in the supervisor login, the Manager is not able to see the current location of the supervisor.

            Thanks,

            Madhu

            • Zsolt Tolgyesi

              Creation seems to be okay, the "Supervisor" resource need a shift for the day, need to activate his route on a Mobile device where GPS is on, and location sharing is also on.
              Zsolt