Planning and performing (mobile) assessments via a work order
You can choose to plan and assign your assessments via work orders. This is especially useful when conducting mobile assessments.
Planners can create, plan and assign a work order that basically just holds the instruction to perform an assessment. The assessment itself is subsequently assigned to an internal tradesperson (field engineer or inspector), who can conduct the assessment using a third-party mobile app, endorsed by Planon. The connection between the work order (in the Planon app) and the assessment in the third-party app is established if both work order and assessment have a reference to the same assessment definition. See also: Order fields.
 | The connection between work order data in Planon ProCenter and the external mobile app used to conduct the assessment, will require some additional configuration in the mobile application. |
When the engineer / inspector completes the job and sets the order to Technically completed, the results (answer lines, observations and communication logs) that were obtained with the third-party app can be returned to the back-office for further processing.