Automatic Task Assignment

The GreenGate solution automates assignment via a standardized creation script. If a new task is created from a corresponding task definition, gg_AufgabenSkript determines the client to which the associated object is assigned. Within this client, the user designated for plant management is identified and automatically entered as the responsible person for the task. Responsibility is thus already assigned when the newly created task is opened.

Benefits of Automatic Task Assignment

• Automatic determination of the responsible person already during task creation
• Client-dependent identification of the responsible plant management
• Reduction of manual effort for newly created tasks
• Uniform and traceable assignment of responsibility
• Prevention of tasks remaining without a responsible party due to missing manual assignment
• Faster processing initiation due to immediately assigned responsibility
• Support for standardized task processes through automated workflows
• Flexible transferability of the principle to other client-dependent responsibility structures

Typical Use Cases

• Automatic assignment of newly created tasks to the responsible plant management
• Client-dependent identification of responsible users
• Automated responsibility assignment for standardized task definitions
• Reduction of manual assignments during task creation

Industries

The solution is suitable across industries for organizations, where tasks are created client-specifically and assigned to a responsible plant management or a comparable responsible role.

Typical Areas of Application

• Energy Suppliers
• Municipal Utilities
• Industrial Companies
• Technical Service
• Infrastructure Operators
• Facility Management
• Organizations with multiple clients or operating units

GS-Service: Automatic assignment of plant management to new tasks

As an example application, the automatic responsibility assignment can be used when creating a new task. The task is automatically created based on a defined task definition.

The creation script gg_AufgabenSkript is stored for the task definition. The script then runs automatically in the background for every task created from this definition.

When a new task is created, the script first determines the client to which the associated object is assigned. Subsequently, a user named “Werksleitung” (Plant Management) is searched for within this client. If this user is found, they are automatically assigned as the responsible person for the newly created task.

When the task is subsequently opened, the responsibility field is already filled. Manual assignment by the user is therefore not required. The automatic determination occurs exclusively during the creation of the task. If the task is processed at a later time, the responsibility is not automatically determined or set again. If the user defined in the script cannot be found in the respective client, the responsibility field of the task remains empty. In this case, the responsible person must be entered manually.

For use with other customers or in other system environments, the script must be adapted. In particular, the name of the responsible user stored in the script must be adjusted to the respective customer-specific user and organizational structure.

This procedure ensures that newly created tasks are immediately assigned to a defined responsible person. At the same time, client-dependent responsibility is automatically taken into account, and the manual effort for task creation is reduced.

Software used

• GS-Manager
• GS-Designer
• Task Management
• Task Definitions
• Creation Script / Automation

Reference customer

KANN GmbH Building Materials