Work assignments overview page
After you have logged on to the Planon app you can select the Work assignments module. When you open the module you will see an overview page that contains the work that is currently assigned to you.
Tabs
The screen consists of two tabs:
• All (…) - select this view to display all tasks assigned to you personally, or as a team member. The blue dot in front of the description means that this work assignment has not been opened by you yet.
| You cannot work offline on an unopened work assignment. Once it has been opened and the blue dot is gone, you can. |
• To do (…) - select this view to display all tasks that have already been accepted (status Accepted) and that are in progress (statuses Pause, Travel, Wait or Work). Your work is displayed in a specific order: everything that is in progress on your device is shown at the top, followed by the accepted work. Within the groups, sorting is based on date-time / high priority, type and so on.
| 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. See Linking user groups and configuring the Start page for more information about configuring these date-times. |
Search block and filters
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) and the quick filter is on property = 'Columbus Square' (3).
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.