What is TrueContext Teamwork?
The TrueContext Teamwork
TrueContext Teamwork is a feature that enables mobile users to transfer incomplete forms for other users to complete as part of a multi-user workflow. This can be useful for jobs that require someone else's expertise or that span multiple shifts. feature enables mobile users to transfer incomplete forms for other users to complete as part of a workflow. Users can transfer forms directly to other users, or they can submit them as incomplete. Team members can claim forms submitted as incomplete, or supervisors can assign Assigning and reassigning control which users are responsible for dispatched records, Started records that have a draft, and incomplete TrueContext Teamwork records. A dispatcher with the "Can Manage Assignments" FormSpace permission can assign or reassign a record, and field users can claim unassigned records from the Group Inbox. Supervisors can reassign an incomplete TrueContext Teamwork record to another user or to the FormSpace, even if a user already has it. the incomplete forms from the Web Portal. This topic describes the TrueContext Teamwork feature and what it can be used for.
Available on the Intelligent and Elite tiers:
TrueContext Teamwork
The TrueContext Teamwork feature supports team collaboration by enabling your mobile users to transfer forms between them. With the TrueContext Teamwork feature, it's easy to implement a multi-user workflow.
Some jobs require more than one technician to complete an assignment. Your mobile workforce can submit incomplete forms for other team members to complete. Supervisors or team leads can track the work in the Web Portal and reassign Assigning and reassigning control which users are responsible for dispatched records, Started records that have a draft, and incomplete TrueContext Teamwork records. A dispatcher with the "Can Manage Assignments" FormSpace permission can assign or reassign a record, and field users can claim unassigned records from the Group Inbox. Supervisors can reassign an incomplete TrueContext Teamwork record to another user or to the FormSpace, even if a user already has it. work as needed.
Note: This feature supports consecutive workflows. Only one mobile device user at a time can be assigned to a record.