Configuring supervisors

 

The FacilitiesDesk team will have supervisors who will be handling the requests posted/raised by various employees in the organization. You can add, edit, or remove the supervisors and also provide them with various access privileges that suit their role and needs.

  1. Click the Admin tab in the header pane.

  2. In the Users block, select the Supervisors icon .  The Supervisors list view page opens.

Add Supervisor

  1. Click the Add New Supervisor link available at the top right corner of the Supervisor List page. The Add Supervisors form opens.

  2. Specify the Full Name and Employee ID of the supervisor in the Personal Details block. Name field is mandatory.

  3. In the contact information block, enter a valid E-mail ID of the supervisor. Also specify the Phone, Mobile number and SMS mail ID of the requester in the given text field.

  4. Specify the cost details of the supervisor in the Cost per hour field.

  5. Specify the department details such as Department Name and Job title of the supervisor in the given text field.

  6. Select the Worktrade of the supervisor from the available worktrades and move it to worktrades for this supervisor using >> button. To de-select the worktrade click << button.

  7. If you have added any organization-specific fields for the new supervisor form, the fields will be available under Additional supervisor fields block.

  8. You can provide login access to the supervisors with specific roles or enable administrative privileges for the supervisors. To enable login access to the supervisors, select the check box beside Enable Login for this supervisor. Enter the Login Name and Password for the supervisor.

  9. To enable administrative privilege to the supervisor select the check box beside the same.

  10. If you wish to provide the supervisor with the authority to approve purchase orders then enable Purchase Order Approver check box. Specify the cost up to which the supervisor can approve a PO. If the Approval Limit is unlimited then enable the radio button beside the same.

  11. In the Assign Role block, select the roles from the Available Roles list and click the >> button to assign those roles to the supervisor. If you want to remove any of the roles assigned, then select the role from the Assigned Role list and click << button. The selected roles will be removed.

  12. Specify the location details of the supervisor such as, Region Name, Site Name, Building Name, Floor Name and Room Name.

  13. If you would like to attach image of the supervisor then click Attach Image button.

  14. Save the details.

If you want to add more than one supervisor, then instead of clicking Save, click Save and add new button. This adds the new supervisor and reopens the add supervisor form after displaying a message that the new supervisor is added successfully.

If you decide to give the login access for the supervisor at a later time, you can save the supervisor details without the login details. For this, you need to stop with the step 5 and click Save. Later you can add the login details by editing the supervisor details.

At any point, if you decide not to add the new supervisor, then click Cancel to get back to the supervisor list. Clicking the View List link on the top right corner of the add supervisor form will also take you to the supervisor list view.

 

 

Edit supervisor

If you have added a supervisor without giving the login details, then you can enable the same by editing the supervisor's details.

  1. In the Supervisor List page, click the edit icon beside the supervisor's name to be edited. If you have not enabled the login permissions then the edit supervisor form opens with a view similar to the add supervisor form. Enable the login permissions as mentioned in the add supervisor form (starting from step 6 onwards).

  2. If the login permissions have been added while adding the supervisor, then modify the other details and Save the changes. At any point, if you wish to cancel the operation that you are performing, click Cancel.

Even while editing a supervisor, if you wish to add a new supervisor, then click Save and add new button instead of clicking Save button after making the changes. The Add supervisor form opens after displaying a message that the changes have been updated successfully.

 

 

Reset Password

You can also change the password of the supervisor from the Edit supervisor form.

  1. Click the Reset Password link available beside the Password field in the Edit supervisor form.

  2. In the Reset Password pop-up, enter the New Password in the field provided below the login name.

  3. Click Reset Password. If you do not wish to change the password, click Close instead of Reset Password.

  4. Click Save in the Edit supervisor form.

While editing the supervisor details, you can also choose to remove his/her login permissions.

  1. In the Edit supervisor form, below the password field, click the Yes link beside the Remove Login field. A pop up window pops up to confirm on the reset password process.

  2. Click OK to continue with the deletion of login permissions. A message is displayed informing the removal of the login permissions and the supervisor edit form is displayed without the login details. If you do not wish to remove the login permission, click Cancel.

  3. Save the details.

 

Delete supervisors

  1. In the supervisor List page, click the delete icon beside the supervisor's name to be deleted.

  2. A pop up window pops up asking to confirm on the delete process. Click OK to proceed.

Note: Delete icon will not be available beside the name of the supervisor who has currently logged in to the application. To delete that supervisor, you need to log out and log in as a different supervisor and then delete the details. Also, the administrator supervisor details can be deleted only by another supervisor with administrative privileges.

 

FacilitiesDesk - Integrated Facilities Management Software

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