Congratulations on your decision to invest time and resources into managing your office space. We will reward you by making your office manager more productive and your team happier to see all of their requests taken care of promptly.


When you install OfficeAmp, it asks you to mention the username of the office manager. If you are the office manager, click yes and proceedand if some one else handles all the issues tap on "No" and choose the admin from dropdown.

Once the office admin(category owner) is set, all the issues gets assigned to him/her.


This is the basic setup and now you are ready to test the system. But to really start using OfficeAmp effectively, you need to perform a few more steps.

  • Setup offices - If you have more than 1 office, then please set those up first. If you have one main office with many folks working remotely, then you do not need to setup any offices.
  • Setting up categories and owners - Each office is unique and we build OfficeAmp to be flexible enough to accommodate your team's needs. You can review the Categories of issues that we provide out of the box and then add/remove/edit the categories. Categories here means exactly what you think it means - buckets under which an employee can create an issue (request to do something). For each category you would be able to setup one or more owner. An Owner in OfficeAmp is someone who manages or handles issues submitted by employees in one or more categories. Note that if you have just one office, then each category can have just one owner. In case of multiple office you can have more than one owner for each category and you will learn more below.



Setting up Offices

Type "settings" as a direct message to the app and click on the link to open your settings dashboard. 

Please head to people --> Office section --> type your office name and click on create new. 


Assigning people to offices:

You can assign office to your employees by heading to "Personnel page" and adding office from the dropdown menu





Setting up Categories and assigning owners

We have added pre-defined categories on the dashboard that covers all your team's need. You can add new category too by typing the name, manager and click on create new. 


You can have different owners for each category, and the issues gets assigned to the owner of that category



Can I update/change admin/category owners 

Yes you can, but the old issues already assigned to old category owner can't be auto assigned to new one. 

Either old category owner have to reassign the old issues to new category owner or you can let us know so that we can do the same from our end.

Issues created after setting up of new category owner will get redirect to new category owner.



Similarly you can add/delete any category and assign category owner to newly created category.


Note:

If you have more than one office and each office has their own category owner for handling their office issues, then you can easily set this up be creating offices and tagging your employees with their offices

 


Please make sure offices are added on the dashboard and the employees are tagged to their with their offices on the personnel page

You can then head to "Category" section and set up multiple category owner against each categories for each office.



From above example as @eris belongs to India office and @trisha to London Office.

Both are assigned as the category owner of Miscellaneous. Now if an employees from India office creates an issue, it will be assigned to @eris and for London office, the issue will be assigned to @trisha.