What is synchronized when?
Between Planon ProCenter (the back-office) and Planon AppSuite (field engineer) data and statuses must be frequently synchronized. At various occasions this is done automatically, but field engineers can also synchronize manually.
In order to provide clarity about which actions trigger synchronization, see the following information:
Action / situation (engineer is online) | … triggers updates from / to the back-office | ||
|---|---|---|---|
Select an Assigned job in list | Retrieves basic job data. | ||
Click Accept button for a job | Downloads job data to the device (health & safety, materials, time registration, maintenance activities and checklists, photos, documents, questionnaires, chat history, related standard suborder). This data can now also be viewed offline. | ||
Select an Accepted job from list | Automatically updates the job data. See Updated job data below. | ||
Health & safety check on start work | If you start work and an EHS check is required, the latest health and safety information is retrieved from the back-office. | ||
Click Synchronize button | Manual action to: • send pending job data to the back-office, • receive an updated job list, • receive an update of the selected job.
| ||
End job | Job data provided by the field engineer is now sent to the back-office (labor hours, used materials, requested materials, added photos, maintenance activities & checklist items, comments). The job list is updated so that the field engineer can pick up the next job. | ||
Logout | On logging out you are warned that you will lose any locally stored data. If you have been working offline, you must go online first and then synchronize, before you log out. |
For more information on which back-office fields can update job data on the app, see Which back-office record updates which record on the app?.