Work assignment fields
Field | Description | ||
|---|---|---|---|
Action date-time | Date-time stamp, displaying the date-time of the last action by the assigned user (tradesperson / engineer). Example: an engineer completes a job on the device, but is working offline. The Action date-time will be populated with the moment the job was completed on the device. The Ended on field however, is populated with the moment the back-office sets a status to finalize the job. | ||
Actual start date-time | This field is automatically populated with a date-time as soon as the work assignment's status is set to Work. The date-time represents the time zone of the property. | ||
Actual start date-time (user) | This field is automatically populated with a date-time as soon as the work assignment's status is set to Work. The date-time represents the time zone of the user. | ||
Actual end date-time | This field is automatically populated with a date-time as soon as the work assignment's status is set to Declined, Stopped, Temporary fix or Done. The date-time represents the time zone of the property. | ||
Actual end date-time (user) | This field is automatically populated with a date-time as soon as the work assignment's status is set to Declined, Stopped, Temporary fix or Done. The date-time represents the time zone of the user. | ||
All work completed? [only editable on a key work assignment] | If the Main responsible engineer sets this field to Yes on a Key work assignment and the work assignment's status is Done, the order is completed. If this field is set to No and the work assignment status is then set to Done (and there are no other active key work assignments), the order is put On hold. If this field is empty (=default value) and the key work assignment is set to Done, the order is set to Completed. | ||
Appointment booking? | Click Yes if the work assignment must appear as an appointment booking on the mobile device of the field engineer (internal tradesperson). Once made into an appointment booking, it has a fixed start date. Field engineers can recognize appointment bookings by their icon in the PMFS app. The default setting in this field is No.
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Assigned hours | This field is only applicable and editable when the Multiple work assignments license and setting is activated (to enable multiple work assignments on an order). Precondition: The Original budgeted hours field on the order must contain a value. The Assigned hours field displays the calculated number of hours needed by the tradesperson to carry out the work assignment. For more information, see Budgeted hours' based resourcing. | ||
Default work assignment? | Indicates whether this work assignment was based on a work order that existed before you upgraded to work assignments. It will be used for synchronizing existing jobs that do not have work assignment information yet. | ||
Effort |
Displays the number of hours needed to complete the work assignment. Any changes to the tradesperson or the Start date-time will lead to recalculating the End date-time. | ||
Ended on | Date-time stamp for ending the work assignment. A work assignment is considered 'ended' if the back-office sets a final status (Declined, Temporary fix, Stopped or Done). This field does not take into account the Action date-time. | ||
Expected arrival date-time | Displays the expected arrival date-time entered by the tradesperson / engineer on accepting the work assignment. | ||
Internal tradesperson | Select the tradesperson / field engineer who must carry out the work assignment. | ||
Keep in sync? | Technical field, used to update the order with data from the work assignment or vice versa. | ||
Key work assignment | Indicate whether the work assignment is a key work assignment. | ||
Order | Displays the order to which the work assignment is linked. | ||
Planned end date-time | Specify the date and time at which the work should be ended. The end date-time is calculated automatically if the Effort or Assigned hours fields are filled in. This date-time is based on the time zone of the selected property. | ||
Planned end date-time (user) | Specify the date and time at which the work should be ended. This time represents the time zone of the user. | ||
Planned start date-time | Specify the date and time at which the work should be started. This date-time is based on the time zone of the selected property. | ||
Planned start date-time (user) | Specify the date and time at which the work should be started. This time represents the time zone of the user. | ||
PMFS status (AppSuite only) | Displays the processing status of the PMFS work assignment: • Empty: the work assignment is either not on the device, or on the device, but not yet accepted or rejected. • Accepted: the engineer has accepted the assigned work assignment (job) on the mobile device. Even if the engineer works offline, the job will remain on the device. • Finished: the engineer has ended the work assignment on the mobile device (End work, Discontinue, Temporary fix, Reassign or EHS declined). After changing to this status, both the work assignment and order are updated with the data added by the engineer. The job is removed from the device. • Retracted: the work assignment has been successfully retracted by the back-office. | ||
Reason | If an action + reason has been configured for the this work assignment's status, the Reason field refers to the reason entered by the tradesperson / engineer on a specific action (status transition). | ||
Reason for sign-off refusal reason | Displays the reason entered by the customer when refusing to sign-off the job on the tradeperson's / engineer's mobile device. | ||
Retracted by back-office? | This field is set to Yes if a work assignment is stopped by the back-office, while it was already accepted by the field engineer. There may still be job data on the device. A warning is shown in Planon ProCenter that job data will be retracted upon the next synchronization of the device. On the app, the field engineer is informed that the job has been retracted by the back-office. The job data is automatically sent to the back-office. Once processed, the PMFS status field is set to Retracted. | ||
Status | Displays the system status of the work assignment. | ||
Trade | Reference to the trade that applies to the work assignment. |
