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 Proceed.
Or, … if you are not sure of the potential risks, select Cancel and request information from a relevant contact person.
6. If you selected Proceed 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 and select Next.
7. Now, 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.
| | At this point, you may also have to fill in a Questionnaire before you can start working. More work-related questionnaires may be displayed at later stages during the work, for example if you select actions like 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. Good to know: on the Hazards tab, you have the option to add a new hazard yourself. This may be useful if you encounter a hazard on site that is not listed for this task. Also see Adding a hazard via the app. |
8. 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.
9. Next, select Submit.
10. At this point, if you want to start the actual work, just stay where you are on the app.
11. If you do not start working immediately because you have to wait or travel for example, select All and then select an 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 must now assess and reassign it.  |
12. If you chose to start the work, just proceed in the Work status and keep updating the various blocks on the Summary page as you go along. Just select a relevant block to navigate to its Details page and add or update the relevant details. For example Asset details, Meter details, Time spent (labor hours), Observations, Materials, Questionnaires etc.
See the next chapters for more information on adding and updating information, upload images, documents or comments, or on filling in questionnaires.
13. When you the work is completed, you can set its status to Done.
The work assignment will be removed from you device and returned to the back-office.