Work Assignments in Planon ProCenter
Prerequisite
If you want to use multiple active work assignments, make sure that the configuration steps described earlier have been implemented (license, feature switches, status mapping and action<->reason settings).
To work with work assignments, go through the following steps:
Procedure
1. Create an order in Work Orders on the Orders level.
2. Assign the order to an internal tradesperson.
A work assignment is automatically created for the order on the Order details level.
3. You can manually add more work assignments to an order in Resource Planner or in Work Orders on the Order details level.
You can also view / edit a person's work assignments in Personnel .
 | If you want to use work assignments for mobile field services (PMFS), you can use the PMFS Live app or the Planon AppSuite - Field Services app, which support multiple work assignments. |
4. Move work assignments to the Assigned status to send the work assignment to field engineers using the app.
The field engineer receives the job on his/her device. For a field engineer, a 'job' contains the work assignment and any order information that is needed to carry out the work.
| | Good to know: if a field engineer (internal tradesperson) has opened a work assignment on the PMFS Live app , and the back-office decides to update the Internal tradesperson field, the field engineer gets a warning message on the app. If the engineer acknowledges the warning message, the work assignment is set to Stopped and removed from the device. |