Core TSIs : Work Orders : Work Orders - Concepts : Work assignment
Work assignment
Work assignments make it possible for one person or multiple persons to work on the same order at different times.
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If you have set the Field definer order setting Activate 'Multiple Work Assignments? to Yes, you can create multiple, active work assignments under a single order at Order details > Work assignments. This enables multiple tradespeople to work on this order, each according to their own individual 'planning'. If select No on this setting, there will only ever be 1 work assignment to each order (work order, move order, PPM order).
The work assignment(s) will be displayed on:
• the Work assignments selection step in the Work Orders TSI
• the Resource Planner planboard
• on the AppSuite app > My Jobs
Difference between order and work assignment:
In the Order fields you describe WHAT and WHERE work needs to be done. So, the location of the actual work and the 'job description' will be the same for all work assignments. Example: a check of the proper operation of all emergency lighting throughout a building.
On the Work assignment(s) that you add to the order you describe WHEN this work must be done and WHO is carrying it out. So, the person carrying out the work and the time when the work is picked up can differ per work assignment.
Consequently, the following data must be entered for each work assignment:
• Internal tradesperson
• Order
• Code
You can create work assignments for the following order types:
• Work orders
• Move orders
• Planned maintenance orders
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As soon as you fill in the Internal tradesperson on the order, a corresponding work assignment is created automatically.
For more information on work assignments, see the Work Assignments user documentation.
Work assignments can be added in:
• Work Orders > Order details > Work assignments.
• Resource Planner
If configured in your Planon environment, you can also view or edit a person's work assignments in Personnel > Details > Work assignments.
If you fill in an internal tradesperson on the order, who is also a field engineer using a PMFS app, and you set the work assignment status to Assigned, it will be sent to this person's mobile device. The job can be picked up on site, and subsequently updated and finished. The work assignment is then returned to the back-office for further administrative processing.