It would be useful to have the possibility of creating “Groups” of Companies, and that these “Groups” were able to be selected as “feeders” for the Equipment View.
This would allow to include companies within a control group of companies (maybe by business areas or geographical locations) and not need to edit EVERY “equipment View”, by including the companies, one by one on each “view”. This would also allow the Dashboards to be more easily updateable according to the views and the “affected” companies for each graphic on it.
Thanks so much for sharing your idea!
Can you please explain more about this? What will the “criteria” for the groups be? Will it be related to department or contact person responsible for following up this customer or is it other criteria defining the companies in a “group”, if so can you please give us some examples to help us better understand your needs related to this.
Dear Randi,
The idea is based in our company. We have different branches, but share the same quality Department, hence all the checklists and clients’ information can be shared.
This puts a bit of a higher difficulty establishing control groups of companies for each branch or inspectors to follow (we have specific clients in a region, and if I need to group up and analyze the equipments of the client’s we have on a region, we need a reliable and agile way of filtering the equipments of that region).
Dashboards will allow to do just that by feeding graphics of equipment views, but in order to feed the equipment views, we have to create pre-filtered views in the equipment section. In order to filter regions, we have to select one by one each of the companies. (if we add more companies or clients in a region, we would have to edit each view adding individually every company).
I can show easily all of this in a teams call if you want as it goes a bit deeper as if you add not just companies but also areas or locations filtering, it would also prove helpful in our specific business areas (in which we have to organize trips to visit clients for each area). I already shared with Linda Soldberg, and she told me it’s useful, advising to share screenshots (but company policies and sensitive information prevent me doing so).
Cheers,
Hello
Thank you for sharing this.
I think you can try if managing department (or Managing contact) can be used in your case.
You define managing department on relevant Companies or Companies/location in Company module as shown below.
This can later be used in Equipment module and Dashboard to filter on all equipment related to the actual managing department.
I can add Managing department as a filter in Filter or View and then only equipment related to companies where the actual managing department are connected will show up.
In dashboard you can also filter on Managing department
You create departments in Settings
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Dear Randi,
This was helpful in a way, as Managing Department wasn’t properly filtering anything (I made sure every company had a Managing Department, but even with that, nothing was filtered).
I managed to filter the Equipment Views based on the Control Categories along the Managing Contact.
Although this solution serves for now, I see the problem with big clients that have different locations and that we share between different branches.
Is there the possibility of including an additional filter based on locations, without the need of filtering the companies?
Brgrds,
Hello Eladio
I will sent you an email from support following up this. For me it looks like you can search using managing department, I will show using examples from your coampny
