End of Shift Summary
| Platform: | AvailableWebNot availableMobile |
|---|---|
| Plan Type: | Not availableBasicNot availableEssentialNot availablePremiumAvailableEnterprise |
| User Type: | Not availableRequesterAvailableFull UserAvailableAdministrator |
End of Shift Summary generates a shift handoff report for a selected team or team member and time range. It summarizes what happened during the shift and which work orders were completed or remain in progress.
When to Use End of Shift Summary​
Use End of Shift Summary at the end or beginning of a shift to prepare the work for the next team or team member. The handoff shows what was completed, what's still in progress, and what needs follow-up without reviewing each work order individually.
Before You Start​
To use the End of Shift Summary skill, you need:
- The End of Shift feature enabled in your organization. For more information, contact your MaintainX® representative.
- Permission to view work orders.
- Permission to create end of shift summaries.
For more information, see User Roles and Permissions.
What the Skill Reviews​
End of Shift Summary uses the following information to generate a shift handoff:
| Data | Information Reviewed |
|---|---|
| Work orders | Work orders in the selected time window, including their details and the original work request descriptions. |
| Comments and status changes | Work order comments and status changes. |
| Procedure results | Procedure and checklist results, when available. |
| Work order summaries | Any existing work order summaries. |
Limitations​
End of Shift Summary has the following limitation:
| Limitation | Details |
|---|---|
| Time window | Only includes work orders within the selected date and time ranges. Scheduled runs analyze the previous day only. |
Settings​
When you add or edit a configuration, set the following options in the skill's Settings section:
You must select at least one team or user.
| Setting | Description |
|---|---|
| Teams | The teams whose work orders appear in the handoff. |
| Users | The users whose work orders appear in the handoff. |
| Report date range | The dates to analyze. Applies to manual runs only. |
| Report time range | The time range to analyze. |
| Email this report to | The Teams and Users who receive the handoff by email. |
| Advanced settings | Use Add Filter to control which work orders appear in the handoff. For more information, see View and Filter Work Orders. |
The skill analyzes different periods depending on how it runs:
- Scheduled runs: Analyze data from the previous day only.
- Manual runs: Analyze data from the date range you select.
Review the Shift Handoff​
Depending on your configuration, the shift handoff summarizes what happened during the shift and lists completed and in-progress work orders. Review it to decide what to hand off to the next shift.