Re-assigning work on the graphical planner
You can 'reassign' a work assignment on the graphical planner, by moving it to a different resource (internal tradesperson / field engineer).
Procedure
1. Select the work assignment you want to reassign.
 | Use the Search bar to find the relevant planned or assigned order. See Searching for Planned or Assigned work on the planboard for more information. |
2. Drag it to the correct time slot and resource.
The work assignment is 'cloned'. The status of the original work assignment changes to Stopped. If the original work assignment is an appointment booking, make sure that the customer is informed about the replanning.
| | You can re-assign a work assignment on the planboard even after it has already been opened / downloaded in the Planon PMFS app, provided that the tradesperson / field engineer has not yet accepted it. When you move this work assignment to another resource on the planboard, the system automatically stops the original assignment and creates a 'clone' for the new resource. After the mobile synchronization is completed for the stopped original work assignment, it can be removed from the planboard via the context menu. |
3. Edit any other data of the new work assignment, as required.
4. Change the status to Assigned.
| | If you do not work with multiple work assignments (the corresponding Orders BO setting in Field Definer is disabled), and you re-plan work that is 'on hold' (work assignment status = Stopped), only the newly created work assignment is displayed. The one that was stopped will be hidden, to avoid confusion. |