Work assignments overview page
Landing page
After you have logged on to the Planon app you can select the Work assignments module.
When you open the module, you will be taken to a landing page with an overview of the work currently assigned to you personally or as team member.
Number of items displayed in the list
The number of items that are displayed on the Assigned tab at any one time is 100. However, if you have been assigned more than 100 tasks, you can also find and display the other tasks by refreshing, searching, or filtering the list.
Number of items you can select for downloading
Using the Select button, you can pick up to 10 work assignments at a time for downloading (for offline use). The download will take place in the background. Downloads may pause when interrupted, but will automatically resume once the interruption is resolved. Labels in front of the description indicate the download status. See the note in the Tabs section below.
Tabs
The module's landing page consists of two tabs:
• Assigned tab - this view displays all tasks assigned to you personally, or as a team member. The list behaves dynamically, which means that the initial list updates during your search, filter, scroll and refresh actions. While you are online you can retrieve and search all tasks assigned to you, both the downloaded work and the new, unopened work assignments. Non-downloaded work assignments are labeled New. See Job list - grouping and sorting for more details about the list's sorting criteria.
 | You cannot work offline on an unopened work assignment. You must open / download it first. Labels in front of the description indicate the download status of a work assignment: Download pending, Downloading, Downloaded. Once it has been opened / downloaded, you can also continue working offline. The work assignment is now displayed on the Downloaded tab. |
• Downloaded tab - this view displays the work assignments that have been downloaded to your device, and have therefore become available offline. They are grouped according to status and - within each group - displayed in a specific order. Everything that is in progress on your device is shown at the top, followed by the accepted and assigned work. See Job list - grouping and sorting for details about the grouping and sorting criteria.
| | The type of date-time information that is displayed depends on your configuration. The displayed date-time can be an SLA related date-time of the related order, or the Planned start date-time of the work assignment. |
Search block, filters and multi-select
If there are many items in your list, you can use the available Search and Filter options to find a specific work assignment more quickly.
• Start typing (part of) a search term in the Search block, and/or ...
• select a Filter, and/or ...
• activate a Quick filter.
In the following image, the search is on the term check (1), the filter is on PPM order (2), selected option not visible here) the quick filter is on property = 'Columbus Square' (3).
| | To help you quickly locate and prioritize work assignments, your application manager can configure Order fields as filter criteria, such as Property, Space, Asset ID, Planned end date, Service level, and Floor. |
You can use the Select button (4) to select up to 10 work assignments in one go, for downloading.
Before you accept a work assignment, you can view its details. Select the work assignment to navigate to the Summary page that has more detailed information.
For more information about the icons and labels displayed on this page see Icons and labels.