Making the Work assignments module ready for use
In order to be able to work with the configured
PMFS solution >
Work assignments module you must make settings that allow for the creation of
Mobile envelopes. These envelopes will make the work assignments that belong to an order available on the app. Mobile envelopes (one for each work assignment) will carry messages between app and back-office and prevent information loss in off-line situations.
The following is required if you want to make the solution work on the Planon app.
• To start with, obtain the appropriate solution license and link it to the PMFS solution . Ask your Planon contact person for more detailed information. The solution license is required to make the Work assignments module available on the app.
• Set up the
Event connector admin account to be able to send outbox messages to the mobile device. See Event Connector:
Requirements.
• For monitoring purposes and resolving synchronization issues, add the TSIs listed in
Mobile envelopes - working offline to the navigation panel of the responsible Planon administrator(s).
• Proceed with the following procedure.
Procedure
1. Go to Accounts > User groups, and verify if the PMFS solution license is linked to the relevant user group.
This is the user group with the people (individual tradespeople or team members) who are going to use the app: the field engineers.
2. Navigate to User group details > Users and select the user whom you want to allow receiving work assignments in the Planon app instead of Planon AppSuite.
3. Navigate to Settings > User settings.
4. On the data panel, select Yes in the Enable work assignment 'envelopes'? field. For the creation of 'team envelopes' it is important that all team members have this setting set to Yes.
This setting is used to check if the individual app user is allowed to receive work assignments on the PMFS solution . When set to Yes, the selected user will receive 'work assignment envelopes' in that app. Also, from that moment, this user will no longer be able to receive work assignments (jobs) in Planon AppSuite.
5. Click Save.
6. Go to the navigation panel and select Business processes > Field definer.
7. From the Business objects elements list, select the Work assignments business object .
8. On the action panel, select Under construction.
9. On the action panel, select Business object settings.
The Work assignment settings dialog box opens. The PMFS Live settings tab displays the PMFS Live order types for envelopes setting.
10. In the Work assignments settings dialog, select Link order types on the action panel.
11. In the Link order types dialog, select the user-defined order types that must be available for linking to the web definitions in the Work assignments app module, for example Order and PPM order.
Only work assignments belonging to the selected order types will have envelopes created in the Work assignments module.
12. Move the selected order types to In use.
13. Click OK and Close.
14. On the action panel, select Completed.