Planon AppSuite Field Services - Overview
Important to know
About Planon AppSuite
Required web definitions
Required product definitions
Module sorting sequence in AppSuite
General settings
Adding a custom logo to Planon AppSuite
General settings - fields
Retrieving the AppSuite login URL for end users
Updating the app
Configuring AppSuite synchronization
User and team configuration
Configuring users for Planon AppSuite - Field Services
Blocking a user and retracting data from the device
Configuring teams
BIM settings (AppSuite-specific)
Configuring My jobs - Order settings
Property set dependent PMFS order settings
Main
Mobile actions
EHS
Meter readings
Order type
Free mobile fields
Report issue
Add suborder
Search for stock
Real-time updates - implications
Non-property set dependent PMFS order settings
PMFS system setting - Allow working on multiple jobs simultaneously
Displaying high priority orders and appointment bookings in My jobs
Workflow configuration in AppSuite
Workflow configuration - status mapping
Removing a job from device and reassigning
Taking over contract line settings to an order
Configuring labor hour registration
SLA configuration
Environmental Health and Safety check
Permits to work
Configuring risk assessments (configured solution)
Configuring method statements (configured solution)
Configuring a 'Last minute risk assessment' questionnaire
Questionnaire configuration (AppSuite)
Configuring communication logs for file sharing
Communication logs for order data storage
Communication logs for order documents
Communication logs for internal communication
Communication logs for asset documents
Action and reason configuration (MM and PMFS)
Adding actions
Adding reasons
Linking PMFS actions to reasons
Linking PMFS actions and reasons to statuses
Linking reasons to checklist results
Configuring fault handling
Configuring the Assets module
Configuring an additional asset information block
Adding additional asset information
Enabling the 'Add service request' button for assets
Adding an important notice to an asset
Configuring the Materials module / My mobile store
Linking user groups to Materials module
Configuring mobile stores
Configuring self-managed stores
Activating the Request new item button on the App