Creating teams and roles
In order to be able to work with the Resource Planner TSI, you must create maintenance teams that can be linked to one or more planboard configurations.
Procedure
1. In Planon ProCenter, go to > .
2. On the Roles selection level, add the roles you want to configure for a team, for example maintenance engineer or coordinator.
3. Navigate to the Personnel TSI and add a placeholder person representing the maintenance team. This 'team person' will make it possible to assign orders to a team (for use on Planon PMFS apps).
4. Go to > .
5. On the Teams selection level, add the team(s) you want to use on the Resource Planner planboard.
 | Teams are archivable. This means teams that are no longer relevant / active can be transferred to the archive. Conversely, you can retrieve the teams you want to 'reactivate' from the archive. To do this, your application manager must make the 'Transfer to archive' and 'Retrieve from archive' actions available on the relevant layouts. |
6. On the Role players selection level (in Accelerator: Maintenance team members) add individual team members to the existing team(s).
These role players must be of the RolePlayerPerson system type.
7. Next, add one 'role player' that represents the team and link it to the placeholder 'team person'.
8. In Layouts, make sure that the Team field is available on the relevant layout(s) of the Personnel business object.
| | When the Team field of a (placeholder) person is populated, this person effectively represents a team. So, if this person is entered as Internal tradesperson on an order, the order can be sent to the mobile devices of all team members, as a team order. The first team member who accepts the order is filled in on the order. The order is then removed from the devices of the other team members. |