How do I setup the Out of Office?

The Out Of Office (OOO) feature allows you to re-route new work order assignments and notifications to a designated back up employee for a specified date range. This includes auto-assigned work orders, scheduled work orders, recurring work orders, work order notifications, and Performance Management escalations. Note: This feature does not affect Inspections, Preventive Maintenance tasks, non-work order notifications, or existing assignments in any status other than New.

Configuring Out of Office

This article describes the process of configuring an Out of Office for a specified date range.

To configure an Out of Office:

1. Click Admin > Employees.
2. Use the SEARCH and column filters to locate the employee you want to configure an Out of Office for.
3. Click the employee NAME.
4. Once in the Employee record, scroll down and click CONFIGURE OUT OF OFFICE.
5. Check the Turn On Out of Office box.
6. Select a START DATE, END DATE, and a BACKUP, and click SAVE.