Apps : Planon AppSuite : Planon AppSuite : Field Services - My jobs : Working with the My jobs module : Working with PPM orders and maintenance activities
Working with PPM orders and maintenance activities
If you select a planned maintenance order in My jobs, this order can consist of various parts that have to be completed in a particular sequence:
There may be health and safety documents attached, such as risk assessments and work permits that have to be read and confirmed in advance. The supported file formats are .PDF, JPEG, .JPG, .PNG. If you are working online, you can open the listed files in their default application or access an external link to documentation by tapping the relevant URL.
The actual order may consist of one or more maintenance activities.
Maintenance activities are sorted by asset code, thus displaying activities on a main asset and any sub-assets together.
Each maintenance activity can have linked checklist items that must be acknowledged.
Procedure
1. In My jobs select the planned maintenance order you want to pick up.
2. Tap the Accept button.
3. If applicable tap Travel to allow for traveling time.
4. When on site, tap Start work.
5. Tap the General information of this job.
6. View the general information, health & safety check and the maintenance activity/-ies for this job.
7. Tap a maintenance activity.
A new view is opened, listing all maintenance activities for this job.
8. Tap a relevant maintenance activity.
9. View the information and assess the checklist items.
10. Tap the activity again to go to the details.
11. While working on the job, go to the checklist items and select a relevant status for each checklist item:
Assessed
Screen capture of 'Assessed' status icon for checklist items
or Done
Screen capture of 'Done' status icon for checklist items
12. Enter a reason and / or comment per checklist item as required and tap Save.
13. Repeat steps 5-12 for other maintenance activities.
The completed maintenance activity (-ies) will be updated to Done.
14. On the maintenance activity, enter any comments either in the Comments (job) field or in the Comments (activity) field.
Which of the two fields is displayed depends on your app configuration. The Comments (job) field sends your accumulated order comments to the back-office for storage on the order, whereas the Comments (activity) field sends your comments to the back-office in a separate communication log per maintenance activity.
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You can set your planned maintenance order to either Discontinue, Temporary fix or End work without having completed all maintenance activities. The back-office can reassign unfinished jobs, either to you at a different time or to someone else. Only the remaining, uncompleted maintenance activities will be displayed on the device.