create a workflow that is fully automated only using Microsoft 365 suite (Forms Power Automate etc) -
the workflow is for work order request that could be submitted by tenants or managers of apartment complex.
- date/time (auto)
- Unit Number
- Tenant Name
- Brief Description of work or problem
- work order categorization (urgent, high priority, standard)
- email
- phone number
- Instruction for entry (pets, hours, others present - Access when not home allowed yes/no)
detailes for the work will be received in a Form then auto generate a request to be assigned by manager. the manager will then assign to a preset list of on-site blue collar workers. imediately upon being assigned the worker will receive an email to complete the work order with all of the details. Once the job is complete the worker will update with the details of completion,
- date/time of completion
- materials used
- upload photos of the project which will be automatically stored in the appropriate property folder in sharepoint.
All of this data should be stored in a singlur location or spreadsheet.
It is preferred that the manual workers would be able to click a link that automatically prioritizes the list of assigned work orders
- urgent
- high priority
- standard
the manager should be able to adjust this categorization if a tenant inputs the data incorrectly.
if there are duplicated entries the manager should be able to delete those duplicates
once completed the resident should receive a follow up email with a form to a seperate database that links the work order # (automatically assigned) asking the following questions
- tenant satisfaction rating
- tenant signature
Need project completed ASAP