Assigning Work to a Technician

This guide provides a comprehensive and user-friendly approach for Supervisors to review and assign work to technicians using the Planon system. Status transition interactions between work orders and work assignments is also discussed.

Jennifer Fullerton
30 steps
0 seconds

Dartmouth

Navigate to the Orders Layout.

Open a web browser and navigate to Planon. Open the **FO&M Supervisors** navigation group.

Open **Work Administration**.

The Properties selection step is displayed by default.

Click on **Orders** to open the Orders selection step.

View New Work Orders

Click in the upper "In Selection" filter box to display a list of saved filters.

Select the filter for **New Work Orders** for your trade.

Tip! A list of all new work orders for your trade is displayed.

Click on an individual work order in the elements list to view the work order details.

Review and Assign the Work Order

Review the work order details and determine who you will assign the work to.

Scroll down to the Internal tradesperson field.

Click in the box and begin typing the last name of the technician you wish to assign. Select the full name and Person ID from the list shown.

The Internal tradesperson field is populated.

Assign Planned Start and End Dates

Scroll up to find the **Planned start date-time (work assignments)** field.

Click on the calendar icon to open the date selector.

Tip! \*\*\* ADD TIP TEXT RE: HOW TO DETERMINE PLANNED START/END TIMES

Select the date and time the work is planned to begin.

When finished, click OK.

Click on the calendar icon next to the Planned end date-time (work assignment) field).

Select the date and time the work is planned to end.

When finished, click OK.

Save the Work Order

**Click Save** at the bottom right hand corner of the window.

The work order is automatically moved to a status of Assigned.

Planon automatically generates a Work Assignment when an Internal Tradesperson is assigned and the Work Order is moved to a status of Assigned. The Internal Tradesperson receives a push notification on their mobile device as soon as these actions are taken.

Viewing the Created Work Assignment

With the work order selected, click on the **Order details** selection step.

Click on **Work Assignments** from the options listed below the selection step headers.

A list of work assignments for that order is displayed. Click on the work assignment from the elements list to view additional details.

Note that the Internal tradesperson is copied down from the work order.

The Planned start date-time is copied down from the work order. Hover over the field title to see a definition.

The Planned end date-time is copied down from the work order. Hover over the field title to see a definition.

Work Assignment Status Transitions

Tip! When the Internal tradesperson accepts the work assignment on their mobile device, the work assignment in Planon will update to a status of Accepted.

Tip! When the Internal tradesperson starts the work assignment on their mobile device (Wrenching In), the work assignment in Planon will update to a status of Work and the Work Order will update to a status of In Progress.

The work assignment has a status of Work.

The work order has the status icon for In Progress in the elements list.

The work order has a status of In Progress.

Tip! If you do not see the status changes in Planon, try refreshing the elements list.

Click the circular arrows at the top of the elements list to refresh the page.

Assigning Work to a Technician

Jennifer Fullerton
30 steps
0 seconds

Dartmouth

Navigate to the Orders Layout.

Open a web browser and navigate to Planon. Open the **FO&M Supervisors** navigation group.

Open **Work Administration**.

The Properties selection step is displayed by default.

Click on **Orders** to open the Orders selection step.

View New Work Orders

Click in the upper "In Selection" filter box to display a list of saved filters.

Select the filter for **New Work Orders** for your trade.

Tip! A list of all new work orders for your trade is displayed.

Click on an individual work order in the elements list to view the work order details.

Review and Assign the Work Order

Review the work order details and determine who you will assign the work to.

Scroll down to the Internal tradesperson field.

Click in the box and begin typing the last name of the technician you wish to assign. Select the full name and Person ID from the list shown.

The Internal tradesperson field is populated.

Assign Planned Start and End Dates

Scroll up to find the **Planned start date-time (work assignments)** field.

Click on the calendar icon to open the date selector.

Tip! \*\*\* ADD TIP TEXT RE: HOW TO DETERMINE PLANNED START/END TIMES

Select the date and time the work is planned to begin.

When finished, click OK.

Click on the calendar icon next to the Planned end date-time (work assignment) field).

Select the date and time the work is planned to end.

When finished, click OK.

Save the Work Order

**Click Save** at the bottom right hand corner of the window.

The work order is automatically moved to a status of Assigned.

Viewing the Created Work Assignment

With the work order selected, click on the **Order details** selection step.

Click on **Work Assignments** from the options listed below the selection step headers.

A list of work assignments for that order is displayed. Click on the work assignment from the elements list to view additional details.

Note that the Internal tradesperson is copied down from the work order.

The Planned start date-time is copied down from the work order. Hover over the field title to see a definition.

The Planned end date-time is copied down from the work order. Hover over the field title to see a definition.

Work Assignment Status Transitions

Tip! When the Internal tradesperson accepts the work assignment on their mobile device, the work assignment in Planon will update to a status of Accepted.

The work assignment has a status of Work.

The work order has the status icon for In Progress in the elements list.

The work order has a status of In Progress.

Tip! If you do not see the status changes in Planon, try refreshing the elements list.

Click the circular arrows at the top of the elements list to refresh the page.