0 Draft Staff Status Board Shared by DJ Grick, Good Samaritan Services one year ago 12.0 Operations, General, Leadership Intermediate When you have multiple offices and staff moving between them constantly it would be nice to be able to see where everyone is on any given day. We achieved this with a combination of Dataviews, Reports, Workflows, the Dot Chart Visualizer Plugin and a job. Prerequisite: The Dot Chart Visualizer Plugin is free and required for this Recipe Step 1: Create a new Defined Type for each possible work location for your staff. Create these by navigating to: Admin Tools>General Setting>Defined Type then selecting the icon. Name this defined type something obvious like: Work StatusAdd values for each option you want staff to have. Ours are: UnavailableWorking from homeTraveling between officesWorking offsite[Each office location]Step 2: Add a person attribute to store each staff member's Work Status Navigate to: Admin Tools>General Setting>Person Attribute then selecting the icon. Step 3: Create the needed WorkflowsNote: each workflow is attached to save you some time. Workflow 1: Set My Work Status -Internal HomepageAttributes: Staff / Key = Staff / Field Type = PersonWork Status / Key = Work Status / Field Type = Defined Value-Work StatusActivity: StartActions: Set Staff Action Type = Attribute Set To Current person Person Attribute = StaffSet Attribute from Staff Action Type = Run Lava Lava = {% raw %}{{ Workflow | Attribute:'Staff','Object' | Attribute:'CurrentWorkLocationStatus','Guid' }}{% endraw %}Attribute = Work StatusEnabled Lava Commands = Rock EntityUser Entry FormAction Type = FormNotification Email = NoneForm Header {% raw %} <small>View everyone's status at <a href="/StaffStatus">Intranet>Office Information>Staff Work Status Overview</a></small>{%endraw %}From Field = Work Status Visible, Editable, Required Command Label = Update, PrimaryRedirect to HomepageAction Type = Redirect to homepageURL = / Processing Options: AlwaysPersist WorkflowAction Type: Workflow Persist Update Person's AttributeAction Type: Person Attribute SetPerson: StaffPerson Attribute: Current Work Location Status Attribute Value: Work StatusClose WorkflowAction Type: Workflow CompleteStatus: CompleteSAVE!!!! Workflow 2: Set My Work Status -Status Board Page Note: For this workflow you can copy the previous and just change the redirect location to your work status board page (That we will create later) Workflow 3: Automated Work Status Reset Attributes: Staff / Key = Staff / Field Type = PersonWork Status / Key = Work Status / Field Type = Defined Value-Work Status / Default Value = Unavailable Activity: StartActions: Set StaffAction Type = Attribute Set from Entity Attribute: StaffPersist WorkflowAction Type: Workflow Persist Update Person AttributeAction Type: Person Attribute SetPerson: StaffPerson Attribute: Current Work Location StatusAttribute Value: Work StatusClose WorkflowAction Type: Workflow Complete Status: CompleteSAVE!!!! Download File