Admin Reporting of Users "where used"
We are beginning to utilize automatic email notifications a bit more. I understand that while a Ticket Type may be set to notify a group, we need to set the Primary Reviewer at the Request Form level to an individual so the email notification will be sent upon ticket creation. (Please correct me if my understanding of that relationship is incorrect.)
I am wondering if there is an existing admin report (or one I could build) that would let me know where an individual is "used" (which forms, services, etc.) within TD. The purpose of this is to assist with Admin duties at times of staffing transitions-if a technician separates employment or if duties among technicians change.
Regards,
Maggie Eaheart
Answer (1)
Hi Maggie,
Unfortunately there is not a reporting mechanism within TeamDynamix that would allow you to report on that type of information at this time. I apologize if this is an inconvenience, but you could suggest this as an enhancement request in our Client Portal via the "Request a Feature" button on the portal home page.
If you have any further questions please let me know.
Sincerely,
Mark Sayers
TeamDynamix