We're currently working on a few different processes to implement within Forms and are working through how to assign tasks to the correct users. The use of dynamic teams seems like it would work, if we can get the variables correct on the forms to get to the correct team.
The overall approval looks like this: Supervisor level (60 different units/teams) --> Manager level (20 different managers) --> Bureau Manager level (6 different bureau managers) --> Division Manager level (2 different sections) --> 2nd in Charge (1 person) --> Final Approval (1 person)
To help with the management of users in teams, is it better to do teams based on the lowest level and than have roles for each level of approval within their team or is it better to do teams based on the level of approval they are and roles based on the areas they are responsible for?
It seems like teams based on the lowest level will have the most effort involved to keep the correct people assigned in each team. The challenge with approval level design is making sure between teams/levels that items get assigned to the correct person based on who is responsible for the unit/team involved.
We're going to have many different forms which need to follow the same org chart/hierarchy for review and we want to make it as simple as possible to maintain staff as they change assignments within their level every 18-24 months or so. Different forms processes will start higher up in the chain and go down and others will start at the bottom and work their way up.
Any suggestions or tips on designing teams is greatly appreciated.