Inventory managers
Every location, system, piece of equipment and sub-equipment can have one or more inventory managers: the person, team or expert company primarily responsible for it. The person who creates a location automatically becomes its manager.
What does the manager do?
- Default assignee: if no assignee is chosen when a work order is created, it is assigned to the inventory manager. If the inventory has no manager, kommuns goes up the tree: the system's manager if the equipment has none, then the location's.
- "Inventory Manager" permissions: permissions marked Inventory Manager in a definition apply only on the inventory the person manages and below it (see Three-state permissions). If a team is the manager, the team's captain uses them. Responsibility becomes permission: make the person manager of another piece of equipment and these permissions move there too.
- Visibility: managers are listed on the Inventory Managers card of the inventory's General tab.
A work order opened on UPS-1 without an assignee is assigned to Daniel Kim, the manager of the Electrical system. Daniel's "Inventory Manager" permissions work on Electrical and UPS-1, not on Pool and Spa.
Naming a manager
- Open the inventory (location, system, equipment) and go to its Assignees tab.
- Click Assign and choose the person, team or expert company.
- Turn on Inventory manager.
- To set what the manager can do on this inventory, choose a permission in Define an additional permission.
- Click Save. Managers are marked with ☆ in the list.
The Inventory manager switch gives no permission by itself; it only opens the permissions marked Inventory Manager. Permissions such as opening work orders or issue reports, or seeing the inventory, come from a permission definition. When naming a manager, choose an additional permission, or make sure the person has an assignment higher up (e.g. on the location, with a definition whose lower-level parts are on). Example: Daniel's Technician assignment at the Boston hotel gives him the permissions; his manager assignment on Electrical (without an additional permission) gives him the responsibility.