Accepting and starting a work assignment
After you have viewed the work assignment overview and opened (selected) a work assignment, you can accept it and move it to any relevant subsequent status.
Procedure
1. From the overview, select a relevant work assignment.
You navigate to the Summary page.
2. View the work assignment details.
For example: you might want to check out the route to the location for example. Simply select the Get directions button on the Location block, to open your device's native navigation app. Planon will use the property's longitude / latitude information from its database to determine the route. However, if this data is not available and the navigation results depend solely on the address data of the property, the 'map' application can only provide a reliable route if this address data is complete (address and zip code).
3. Select Accept.
 | If the work assignment is a team assignment and you are the first to accept, the work assignment will be removed from the other team members' devices. Please note that you must be online to accept the team work assignment. The back-office will know that you have accepted the work, because your name will be displayed in the order's Internal tradesperson field. |
4. At this point, if a Health & safety check is required for the work assignment, you are notified.
Health and safety-related tasks can be recognized by their label on the start page: 
This label is only shown if the back-office has set the EHS required? field to Yes for an order. 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 Continue.
Or, … if you are not sure of the potential risks, select Cancel and request information from a relevant contact person.
6. If you selected Continue and you are ready to start working on the assignment, select Work.
An Edit page is displayed, where you can enter / edit information on accepting the work. If Health & Safety measures apply, you must first navigate several pages with applicable Permits, Work-related activity types, Hazards, Method statements, Risk assessments. Read the information carefully before selecting Next to go to the next page. In case one of the H&S criteria cannot be met, click the Reject button and return the assignment to the back-office.
As a final step, you may need to fill in a Questionnaire before you can start working. Work-related questionnaires may also be displayed at other stages of the work, for example if you select an action such as Travel, Temporary fix or Done. It all depends on the configuration of your app. Application managers can find information on configuring work-related questionnaires at: Defining a scope for work-related questionnaires.
A confirmation message is displayed if you are allowed to start work. On the Health & safety summary, confirm that you understand and comply with all safety guidelines, by marking the check box.
7. Next, select Submit.
8. If you do not start working immediately, select All.
9. Select an relevant action: Travel, Wait.
| | the Discontinue action will stop the work assignment and remove it from your device! |
10. If you want to start working, select Work.
11. Add any relevant edits and/or enter a comment on the subsequent Edit 'Work' page.
12. Select Submit.
A notification at the top of your screen confirms that the work assignment is moved to the selected status and you are redirected to the Summary page.