SUMMARY
Use this guide to add a new worker to the Andon system and configure how they receive notifications. Creating workers ensures the correct people can be contacted when Andon calls are raised.
WHEN TO USE THIS
- Use this guide if:
- You need to add a new person who should receive Andon notifications.
- You need to assign a worker to a specific Andon role.
- You need to configure escalation notifications for a worker.
PREREQUISITES
- Before starting:
- You have access to the Andon module.
- You know the worker's name, email address, and phone number.
- The required Andon role has been defined.
STEPS
- Open the Andon module.
- Select Workers.
- Click the + button to create a new worker.
- Enter the worker's:
- Name
- Email address
- Phone number
- Select the worker's Role.
- Configure the Call Delay for the role.
- This determines how long after a Call is created the worker should be notified if the Call has not been taken.
- Configure the Taken Delay for the role.
- This determines how long after a Call has been taken the worker should be notified if the Call has not been resolved.
- Configure any additional escalation delays if required.
- Multiple escalation levels can be configured to send additional notifications after longer periods of time.
- Select the notification method for each escalation level:
- SMS/Text message
- Save the worker.
EXPECTED RESULT
- After completing these steps:
- The worker appears in the Andon worker list.
- The worker is assigned to the selected role.
- The worker can receive Andon notifications based on the configured escalation rules.
- Operators can select the worker's role when creating an Andon Call.
TROUBLESHOOTING
-
Issue: The worker is not receiving notifications.
- Try: Verify the email address and phone number are entered correctly.
- Try: Confirm the worker is marked as available in the Andon schedule.
-
Issue: The worker is not notified when a Call is created.
- Try: Review the configured Call Delay.
- Try:Confirm the Call has remained active long enough to trigger the notification.
-
Issue: The worker's role does not appear when creating a Call.
- Try: Verify the worker has been assigned a role.
- Try:Confirm the role has been configured correctly in the Andon system.
STILL NEED HELP?
- Contact Support and include:
- The worker name and assigned role.
- The configured delay and escalation settings.
- Screenshots of the worker configuration.
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