People & Organizations
Every person who interacts with the platform — staff, contractors, vendors, visitors — modelled against organisations, branches, cost centres and roles. This is what makes assignment, certification, access and accountability traceable in any direction.
Functional areas this module covers.
Contacts & directory
Single registry of employees, contractors, visitors with contact channels and emergency info.
Organisations & branches
Multi-level org structure with branches, cost centres and reporting lines.
Roles & competencies
Many-to-many role mapping, skill matrices and certification tracking with expiry.
Workload & assignment
Who is assigned to what, capacity per shift, on-call rotations.
1 core table documented in detail.
Unlocked by the depth of this module's schema.
Skills-based dispatch
Auto-match work orders to the closest qualified, available contact with valid certifications.
Workload balancing
Detect over-allocated technicians before SLA risk materialises.
Certification compliance
Surface expiring competencies before they invalidate work assignments.
Sample queries an AI agent can resolve against this module.
“List contractors with HVAC certifications expiring in the next 60 days.”
“Who completed the most preventive maintenance tasks last month, by trade?”
“Show workload distribution across the Northeast branch.”
Pre-built summary views and the metrics teams track.
Summary views
- Dailydaily_contact_summaryActive assignments and on-shift counts per role.
- Monthlymonthly_trade_statsOutput per trade per branch.
- Quarterlyquarterly_certification_summaryCertification coverage and expiry pipeline.
Key KPIs
- Utilisation %Active hours worked vs. available hours.
- First-time fix rateTasks closed without re-visit by technician.
- Certification coverage% of contacts with all required certs current.
Where this module connects across the platform.