With the our continued focus on safety, we are wondering if there is a way to assign all employees (selected based on role) a safety task on a certain frequency (daily, weekly, monthly etc..)?
We want to be able to record that the employee performed the task in Alliance.
Thanks
John Durkin
The only thing that I can think of is using the Task/Appointment module to add private tasks to each employee. I don’t see a way in the UI to set up a recurring task, but I’m wondering if maybe an escalation or workflow can be created to add tasks automatically daily, weekly, etc.
A bit of an initial setting but may do the trick.
you can create a dummy item per employee (yes, that's a bit stargange but you can create the product as ‘security check + <employee id>’) , set the default employee on each one. now a contract with the items and a cycle pm can generate the activities (with a checklist) on a regular basis.
Another option is to create a contract with one item and a pm cycle, generate the call on a regular basis and have an escalation/process flow that will add an activity (with a checklist) per employee.
not ideal but just a thought...
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