About Work assignments
The Work Assignments concept enables multiple persons to collaborate on the same order. These persons can either work on the order simultaneously, intermittently or consecutively.
Prerequisite
If you want to start working with multiple active work assignments (1:n planning) on orders, the following is required:
• Activation of the Work Assignments license Resource Planner Pro.
• Activation of the Work Assignments feature switch (automatically activated in Planon from release L66).
• If you intend using multiple active work assignments in Planon AppSuite, make sure that the Field services through the Planon AppSuite feature switch is also activated.
See Setting the Feature switch and License check for more information.
You can create work assignments for the following order types:
• Work orders
• Move orders
• Planned maintenance orders
Typically, the order will contain information on the what and where (location and task description), while the work assignments include the who and the when (resources and time).
Example: an order assigned to multiple resources with their own individual time schedules, could be planned as follows:
• Monday (day 1) person A has to prepare the work environment from 15:00 – 17:00.
• Tuesday (day 2), person B's task is scheduled from 9:00 – 12:00.
• Tuesday (day 2), persons C & D are scheduled to work on the order from 13:00 – 17:00.
• Wednesday (day 3), persons A, B, C, D and E are scheduled from 9:00 – 17:00.
• Thursday (day 4), person E is scheduled to complete the order from 9:00 – 11:00.
 | The 'Work assignments' concept does not replace the concept of suborders. 'Work assignments' allow multiple persons (or the same person at different moments) to carry out the same activity to complete the order. The concept does not support people performing different tasks or activities on the same order. |
Work assignments can be added in:
• Work Orders > > .
• Resource Planner
As soon as you fill in the Internal tradesperson on an order, a corresponding work assignment is automatically created. If you fill in an internal tradesperson who is a field engineer using the AppSuite - Field Services app or the PMFS Live app and set the work assignment status to Assign, it will be sent to this person's mobile device, after which the job can be picked up, updated, finished and returned to the back-office.
The following data are mandatory on each work assignment:
• Internal tradesperson
• Order
• Code
| | If configured in your Planon environment, you can also view or edit a person's work assignments in Personnel > > . |