Important to know
Product
Planon AppSuite - Field Services:
• is part of the mobile platform in Planon Universe.
• can be used on mobile devices with an iOS or Android operating system.
• is optimized for tablets (landscape orientation), but can also be used on smart phones (portrait orientation).
Configuration
• Make sure that, except for the fields that are mandatory in Planon ProCenter , no other mandatory fields are configured for the business objects used in Planon AppSuite - Field Services, unless they have a default value defined. Examples of such business objects are Labor hours and Communication logs.
Tip | For more information on mandatory fields, see Field Definer. |
• If you want to show a job location on the map in the app, make sure that you register the corresponding GPS data in Planon ProCenter . Go to > . In the GPS coordinates field, enter the GPS coordinates, comma separated and without spaces [latitude coordinates,longitude coordinates].
Tip | For more information on property related fields, see Property Details. |
• The only supported order types for Field Services are Work orders and Planned maintenance orders (and all their user-defined business objects).
• In Planon AppSuite - Field Services the same authorization settings apply as in Planon ProCenter . This means that the field engineers must have appropriate access to all relevant fields. Also, for a flawless order flow between field engineers and back-office, field engineers must be authorized to make the necessary status transitions on the work orders and planned maintenance orders used in Field Services.
Tip | For more information on authorizing end users, see Authorization. |
• If single-sign-on (SSO) is required, it is recommended to upgrade to Planon Live version L56, or higher. As of Planon Live release L56, Planon AppSuite will support the same SSO configuration as Planon ProCenter. From L41 to L55 only limited SSO configuration is supported. Earlier releases than L41 only support SSO configuration in the Planon Cloud, using Keycloak and form-based authentication.
Work assignments
Tip | If you intend to switch to Planon's Work assignments feature, please refer to the Work assignments part of the user documentation and find all relevant information on the implications, configuration and behavior in relation to Planon AppSuite. |