Accepting and starting a work assignment
Use the Assigned tab on the Work Assignments overview page to view and open work assignments. When you select an assignment, it is opened and downloaded to your device, and shown on the Downloaded tab. Labels on the Assigned tab show whether an assignment is New or already Downloaded. Downloaded assignments are available offline.
Procedure
1. From the overview on the Assigned tab, select a work assignment.
You are directed to the Summary.
2. View the details.
Examples:
◦ Open your device's navigation app by selecting Get directions on the Location block.
| Planon uses the property's longitude / latitude information from its database to determine the route. If such data is not available, navigation results depend on the property's address. The 'map' can then only provide a reliable route if the address data is complete (address and zip code). |
◦ Consult health & safety details, such as permits and hazards.
◦ Check the materials you will be using.
◦ Etc.
3. Select Accept.
| If it is a 'team' work assignment and you are the first to accept, the work assignment is removed from the other team members' devices. To accept a team work assignment you have to be online. The back-office is updated about who accepted the team assignment. |
4. If a Health & safety check applies, you are notified.
Health and safety-related tasks have this label:

The label is only shown for orders that the back-office marked with
EHS required? =
Yes. Application managers can find information on configuring Health an safety pages and blocks at:
Health and Safety in the PMFS solution.
5. If you are aware of the potential risks, select Proceed.
Or, … if you are not sure of the potential risks, select Cancel and request information.
6. If you want to register your travel time to the location, select All > Travel. See Traveling to the location for more information. 7. When you are ready to start working on the assignment, select Work.
An Edit 'Work' page is displayed, where you can enter / edit information on accepting the work and select Submit.
8. If Health & Safety measures apply, you must now select Next and navigate the pages with Permits, Work-related activity types, Hazards, Method statements and / or Risk assessments. Read the information carefully before selecting Next. If you cannot meet the H&S criteria, select Reject to return the work assignment to the back-office.
9. Confirm that you understand and comply with all safety guidelines from the Health & safety summary, by checking the box.
10. Select Submit.
11. At this point, start the work.
| • If you cannot start, go to All and select a relevant action: Pause, Discontinue, Temporary fix, Travel, Wait. • The Discontinue action will stop the work assignment and remove it from your device! The back-office will assess and reassign. |
12. Remain in Work status to keep updating relevant blocks on the Summary page as you go along. Select a block to navigate to a Details page and add or update data. For example Asset details, Time spent (labor hours), Materials, Questionnaires etc.
13. When your work is completed, select Done.
The work assignment is removed from your device and returned to the back-office.