Opqo identifies assigned work orders using a combination of:


  • User role
  • Base query
  • Assignment strategy.  


User Role


Users of the application will be identified as:


  • A Technician: If they are a member of the STAMTECH Maximo security group
  • A Manager: If they are a member of the STAMMGR Maximo security group


If a user is a member of both STAMTECH and STAMMGR groups, they will see work orders per both groups, below.


NOTE: Support for users belonging to both STAMTECH and STAMMGR groups was introduced in Opqo 21.06.0. In prior versions, if a user is a member of both the STAMTECH and STAMMGR group, they will be identified as a manager only, and will only see work orders per the Manager detail, below.  



Base Query


The base query used for identifying work orders is as follows:




Assignment Strategy


The assignment strategies for technicians and managers are selected during Opqo installation.  These identify the specific Maximo methods used to assign work to a user.



Confirming the currently configured Assignment Strategies


You can confirm the currently configured Assignment Strategies as follows:


  1. In Maximo, go to the Automation Scripts application
  2. Open the automation script: STAUTOSCRIPT.STAMCONFIG
  3. The top section of this script contains the assignment strategies selected during installation.


For example:


appConfig = {
  "general": {
    "assignment": {
      "technician": {
        "strategy": "LeadAssignmentStrategy"
      },
      "manager": {
        "strategy": "SupervisorAssignmentStrategy"
      }
    }
  }
}


The example above specifies the following assignment mechanisms:


  • Technician: LeadAssignmentStrategy
  • Manager: SupervisorAssignmentStrategy



The following table describes the available assignment strategies:


ValueDescription
LeadAssignmentStrategy
The LEAD field on the work order identifies the user
OwnerAssignmentStrategy
The OWNER field on the work order identifies the user
AssignmentMgrAssignmentStrategy
The user has an Assignment Manager assignment on the work order, either directly or via crew.
SupervisorAssignmentStrategy
The SUPERVISOR field on the work order identifies the user



Changing the currently configured Assignment Strategies


If you wish to change the configured assignment strategies, please see the article: Changing work assignment options.





Note: For more information on Opqo configuration and the role and contents of the STAUTOSCRIPT.STAMCONFIG script, see the Configuration Overview article.



If you have questions please do not hesitate to contact us or create a support ticket for more assistance.