Viewing requestor-related information on Parent order block

Apps : Planon app : PMFS : PMFS workflow - Work assignments from start to finish : Accepting and starting a work assignment : Viewing requestor-related information on Parent order block

If configured on your app, you can check information from the original Request (parent order) related to your work assignment. You can see who requested the work and view relevant information such as:

• answers given in an intake questionnaire

• comments added by the back-office

Procedure

1. On the app, open / download the work assignment.

Before you accept the work, you can already view the request-related information.

2. Select the Parent order block to view information from the original request on the Summary page.

Screen capture of job list with Parent order block

You go to the Parent order details page, where you can find useful information from the original request.

Screen capture of Parent order details page

3. If applicable, select the button at Questionnaire details to navigate to the linked questionnaire and answers.

Screen capture of Questionnaire on the Parent order details

4. After viewing the information, return to the Summary page to consult other blocks or to select the Work action.