Ability to assign Morning Checks to specific analysts

[tjedelhauser]

Hi Ed,

another suggestion, if I may. :-)

The Morning Checks feature is great, many ITSM tools don't offer anything like it. One thing that would make it even better is the ability to assign checks directly to a specific analyst.

Right now, there's no visibility into who actually confirmed a given check. In a team with multiple staff members, being able to assign a check directly to a person from the start would help a lot. It would make ownership clear and let the task be routed straight to the right analyst, rather than leaving it open to whoever gets to it first.

Thanks again for the great work on this project!

Regard
Thomas

[edmozley]

Hi @tjedelhauser

This is now built and on main.

It ended up a bit broader than the original suggestion. Rather than assigning individual checks to people, you can create optional groups, point each group at a team or a named analyst, and override that on a single check where one item really does belong to one person. Groups are entirely optional, so if you never create one the round works exactly as it did before.

The important part is that routing is guidance and never permission. Anyone with access to Morning Checks can still complete any check on any day. That was deliberate: the situation that matters is somebody calling in sick and their checks still needing doing at 8am, and if routing gated completion the round would stop on exactly the morning it matters most. The board records whoever actually did the check, not whoever it was pointed at. A "Mine" filter appears next to the date once anything is routed, and stays hidden otherwise.

A few things came with it:

• You can raise a ticket or a task straight from a check, prefilled with the check name, status and notes. This is now offered on every check rather than only failing ones, since a green check can still deserve a follow up.
• The round shows who checked each item and when, so you can tell at a glance whether anyone has actually done it.
• You can put a check back to not checked if you clicked the wrong colour. It asks first, because clearing also discards the note. Anything you already raised from that check stays open.

Three bugs turned up while building it, all of which predated this work. Attribution credited whoever set a status first and never updated, so somebody covering for an absent colleague did the work and the colleague got the credit. Changing a check to a status that does not carry a note deleted the note silently, which is easy to hit because whether a status requires a note is a per status setting. And the settings edit modal did not read back a check's group, so editing a grouped check would have quietly ungrouped it.

Documentation:

Morning check groups and routing
Morning check groups and routing, developer guide

The in app help guide has also been updated, and while doing that I found it had drifted: it described Green, Amber and Red as a fixed set when statuses are fully configurable, and only documented one of the four settings tabs. That is corrected too.