Work Management - Key Concepts

This article explains the core elements of Work Management in Finito, focusing on how work items are grouped, assigned, and controlled through roles and work item types.

Work Item Collection

A Work Item Collection is the central container that groups together all work items belonging to a specific functional context.
It defines:

  • Which roles can see or interact with the work items

  • Which work item types are available

  • Which recipients can be assigned work items

In practice, a Work Item Collection serves as the organizational unit for task management inside a shiftbook.

Example

A collection called “Maintenance orders” could group all maintenance-related tasks, approvals, and instructions for an operations or maintenance team.



Shiftbook Type: TaskBook V2

A shiftbook with the type TaskBookV2 is designed specifically for handling tasks and task-related processes.

Characteristics:

  • Supports structured creation, editing, and tracking of tasks

  • Allows the definition of task-specific permissions for each role

  • Provides advanced actions such as closing, approving, or copying work items

  • Integrates with shift-based workflows in Finito

This makes TaskBookV2 ideal for operational task management (e.g., maintenance tasks, safety instructions, audits).

Roles

Roles determine who is allowed to do what within a Work Item Collection.

A role defines:

  • Visibility (Read)

  • Ability to create new work items (New)

  • Ability to modify them (Edit)

  • Permission to delete or print them (Delete, Print)

  • Advanced permissions such as closing, approving, or editing serial tasks

Examples of roles:

  • Administrators – full access to all functions

  • Product employees PPC – limited access, e.g., create and edit but not delete

Roles help ensure that only authorized users can interact with specific work items.


Work Item Type

A Work Item Type defines the kind of tasks or actions that can exist within a collection.

Typical types include:

  • Tasks – general work instructions

  • Instructions – safety instructions with read-state

  • Audits – checklists or audit procedures

Assigning a type to a collection determines which types of activities are available to its users.



Assignment

Assignments define who can receive work items.
Any entity that can act as a “recipient” for a task can be configured as an assignment target.

Possible assignees include:

  • Individual employees

  • Roles

  • External service providers

  • Other shiftbooks

  • Specific shifts or teams

This enables flexible routing of tasks to the correct responsible person or organizational unit.

Example

If a maintenance task needs to be assigned to the night shift, the night shift object can be selected directly as the assignment target.


















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