Work Assignments
This page includes the following sections:
Work assignments are assigned to the resources that are allocated to perform the work on a work task. The resource
assigned can either be a person resource or a tool and equipment resource. The status of the work assignment can be
set in this tab by right-clicking on the record and going to Status. From the list choose the status that the
work assignment should be promoted to.
The work assignment needs to have a resource assigned to it. This resource is either set by a manual allocation
process or from a scheduling engine. Additionally the work assignment needs to have an allocated start and an
allocated finish defined which is also set by the allocation-process where the work assignments are created. In
addition to the allocation dates the number of hours that the resource is assigned to the work are displayed in the
field Allocated hours.
Work assignments can be sent to a mobile device if IFS/Mobile Work Order is used. By right clicking and selecting
Transfer To Mobile the work assignment will be sent out to the mobile device. If the work assignment is sent to
a mobile device the Sent field will have a date and time-stamped that corresponds to the time when the work
assignment was sent to the mobile device. If the work assignment is downloaded to a mobile device the field
Downloaded will show the information of the date and time when the work assignment was downloaded.
The statuses on the work assignment are:
- Assigned status is set when the work assignment is created and the pre-requisites are that a resource,
allocated start, allocated finish and allocated hours are defined.
- Accepted status is to be set when the assigned resource has accepted the work assignment.
- OnRoute status is to be set by the assigned person when they start to travel to the location of the work.
This status will set the Assignment Start date and time on the work assignment.
- Waiting at Location status is to be set by the assigned person if they have arrived at the location of the
work but for various reasons have not started the work yet.
- Work Started status is to be set when the assigned resource started to work on the assignment. Changing
the status to Work Started will set the Work Start date and time on the work assignment.
- Pending Completion status is to be set when there might be additional work to be done on the location.
When changing the status to Pending completion the Work Finish date will be set. However the
Assignment Finish date is not set in Pending Completion status due to that the assigned resource still
is at the location and the full assignment is not completed.
- Completed Status is to be set when the assigned work is completed. This will set the Assignment
Finish to the current date and time for the completion.
- Incomplete status is set when the work is not executed.
- Cancelled status is to be set when the work assignment is cancelled and the work will not be
performed.
There are four different dates on the work assignment to track the execution of the work performed. Assignment
Start, Work Start, Work Finish and Assignment Finish:
- When the work assignment is promoted to status OnRoute the Assignment Start date is set to the
current date and time. Assignment Start means then that the resource has started the assignment by starting to
travel to the location of the work. If the work assignment is set directly to Work Started without going
through the OnRoute status the Assignment Start will get the same date and time as the Work Start.
- When the work assignment is promoted to Work Started the Work Start date is set to the current date
and time. The Work Start is defined by that the assigned resource has started the work or that the tool/equipment has
been started to be used for the work. The Work Start does then not include the travel time to the location
where the work is to be performed. The work start date and time will be seen as the actual start of the allocation.
When the work assignment is started the allocations will be updated accordingly to the Work Start. This means
that in Allocate Resource and Resource Monitoring Gantt
window the allocations will be shown accordingly to the Work Start date to track the actual execution of the
work assignment. If using Mobile Workforce Management the Work Start date and time on the work assignment will
be sent to the Dynamic Scheduling Engine as the start date of the Activity in the schedule.
- When the work assignment is promoted to Pending Completion the Work Finish date is set to the
current date and time. The Work Finish date relates to that the work that needs to be performed for this
assignment is completed. However the assigned resource could still be at the location of the assignment and is
therefore not yet available for the next coming assignment.
- When the work assignment is promoted to Completed status the Assignment Finish date is set to the
current date and time. From the Assignment Finish date the resource is seen as available to take on a next
coming work assignment. When the work assignment is Completed the end of the allocation will be updated accordingly
to the Assignment Finish date. This means that in Allocate Resource and
Resource Monitoring Gantt window the allocations will be shown accordingly to the
Assignment Finish date to track the actual execution of the work assignment. If using Mobile Workforce
Management the Assignment Finish date and time on the work assignment will be sent to the Dynamic Scheduling
Engine as the end date of the Activity in the schedule.
For each work task there will be one work assignment that is set as the
Task Leader work assignment. The first work assignment that is created for the work
task will be set as the Task Leader by default. If there are multiple work assignments connected to one work
task there can be only one task leader work assignment. In the case of multiple work assignments the
task leader flag can be
changed to another work assignment by right clicking on the work assignment that should be set as
task leader and
selecting Set as Task Leader. However, if the task leader work assignment is
set to Cancelled, the next work assignment will automatically receive the
task leader flag.
When there is a visit chain, all the work assignments will receive the
Task Leader flag.
When the work assignment is set to Cancelled status or Incomplete the cause of the cancellation or the incompletion
needs to be stated. The information about the cancellation and incompletion is visible on each work assignment in the
Cancel Cause and Incomplete Cause fields together with its description.