Set Work Assignment to Handover

Explanation

This activity is used to handover work defined on a Work Assignment. If the work defined on a work assignment could not be finalized with the given resource within the given time frame it can be set to status Handover. The action allows for the work can be picked up by another resource from the Unassigned Work tab in My Work window with a checked checkbox in column Handover for the task. When setting the work assignment to Handover, the Report Action Taken dialog appears where actions taken and remaining work can be described.

When the succeeding resource assigns or starts the work from Unassigned Work tab a new assignment is created and the original work assignment in status Handover will be set to status Completed. Thus, when using Handover status it is not needed to create a new work task or resource demand manually to complete the remaining work.

The primary use of handover assignment functionality is for simple work handover, such as in shift hand over when next execution is in near future and will not need new planning and the successing executor is unknown at the moment of handover. The functionality is used for manual allocations only and only in My Work window in IEE.

Since it is not the same person that will execute next step and if visit chain exist when Handover status is set, work assignments related to follow on visits will be removed.

Prerequisites

• A work assignment should exist.
• If there is any work performed through the work assignment, the usages should be reported in.

System Effects

• Work assignment will be set to status Handover.
• The Assignment Finish date on the work assignment is updated with current date.
• If the work assignment is in Work Started status the Work Finish date is updated with current date.
• Work assignment's Allocation Finish date is updated with Assignment Finish date.
• If the Allow Multiple Visits check box is selected for the work task and visit chain exists, work assignments related to follow on visits are removed.

Window

My Work

Related Window Descriptions

My Work

Procedure

Use this procedure to set status to Handover.

1. Open the My Work window.
2. Find and select the appropriate work task line in status Accepted or Work Started. Different lines for different demands can exist.
3. Click the Handover button.
4. If clocked in, fill the information required.
5. The Report Action Taken dialogue opens. Describe actions taken along with known steps and estimations to take to conclude the work.