Supervisor — quick reference

A one-page reference for daily coordination and escalation.

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Your daily rhythm

Time	Action
Start of shift	Dashboard → overdue / open approvals / repair requests
First 30 min	Assign Task → distribute new work
Through shift	Approve submissions as they land (< 1 h turnaround)
Ad-hoc	Triage repair requests and shutdown reports
End of shift	Clear approval queue, note carry-overs

Assign Task workflow

1. Task Planning → Assign Task.
2. Filter by Production Site / Line / Task Type.
3. Tick tasks on the left tree.
4. Tick one or more technicians on the right.
5. Click Assign.

Multi-select behaviour depends on the Multi-Technician Assignment flag (Company Setting). Default off → round-robin split.

Approve / reject

If approval is enabled:

• Approve — values plausible, photos clear, safety acknowledgements genuine.
• Reject with reason — always specific: "Photo too dark, retake with flash."

Never bulk-approve entire shifts blind.

Priority guide (repair requests & shutdowns)

Priority	Response
Critical	Act now. Line-stop or safety.
High	This shift.
Medium	This week.
Low	Next planned window.

Don't over-use Critical. If everything's critical, nothing is.

Three views to open in tabs

1. Daily Planning — calendar of week's work.
2. Daily Workload Navigator — where today's work sits.
3. Workload Range — per-technician load.

Anti-patterns

1. Assigning everything to one reliable tech. They burn out; team doesn't grow.
2. Approving without looking. Erodes data quality.
3. Ignoring repair-request backlog. Old open requests rot.

Reports you'll open most

• Completion Report (daily / weekly "are we on plan?")
• Technician Comparison (monthly coaching)
• Repair Request Report (asset patterns)

Contact

Escalation path: your Admin first, then Pegotec (info@pegotec.net, business hours).

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