Configuring users for Planon AppSuite - Field Services
Use the following procedure to enable sending jobs to Field Services > My jobs on a mobile device:
Procedure
1. Go to > .
2. Make sure all users of the Field Services > My jobs app are linked to a relevant user group and user account.
3. At > > , specify a language for these users.
Warning | Do not populate the Device ID user field, since it is related to the previous generation PMFS app, which is based on a different technology. Populating this field will even obstruct the use of the new Field Services app. |
4. At Product definitions, link the relevant user group(s) to the relevant PMFS product definition.
Tip | For more information on working with user groups and function profiles, see the Authorization user documentation. |
AppSuite users must be authorized to:
◦ edit orders [any relevant user-defined variants of BaseOrder]
◦ edit work assignments [system name:WorkAssignment]
◦ create orders (requests / suborders) [any relevant user-defined variants of BaseOrder]
◦ make status changes for orders [any relevant user-defined variants of BaseOrder]
◦ make status changes for work assignments [system name:WorkAssignment]
◦ add man-hours [system name: OrderHours]
◦ add / edit order lines [system name: OrderLine]
◦ add / edit materials lines [system name: CatalogueItemRequestLine]
◦ add communication logs on orders [any relevant user-defined variants of CommunicationLog]
◦ add / edit issuings [system name: Issue]
◦ add / edit stock transfers [system name: StockTransfer]
◦ read personnel data (to retrieve man-hour tariffs) [any relevant user-defined variants of Person]
◦ read property data [any relevant user-defined variants of Property]
◦ read space data [any relevant user-defined variants of Space]
◦ read asset data [any relevant user-defined variants of BaseAsset]
◦ read communication logs (photos and documents) [any relevant user-defined variants of CommunicationLog]
◦ read hazard information [system name: Hazard]
◦ read maintenance teams [system name: Teams]
Note |  Provided that your security settings permit it and under the condition that none of the PMFS AppSuite users have access to any navigation panel in , you can opt for a simpler and quicker user group authorization, by creating a new AppSuite user group for field engineers with Full functionality rights. |