Planner
What is the role of a Planner?
The role of a Planner is to create Projects and Assign Tasks to field employees.
As a Planner, you can create a Project, Resource Set, assign a Task, and create security exceptions.
Key concepts
Job: It is the collection of actions and data collected during the execution of a task, by one or several members.Assigning a Task from the Template section
Member: A user of FieldLogs.
Project: A Project is a package of User sets, Task Queues and other resources with a start and an end date in the scope of which members can assign, execute and follow Tasks.
Resource Set: It is a package of Map overlays that helps the user to perform the execution of a Task assigned to them in the scope of a Project.
Task: The work instruction is associated with a template and assigned to one or more members.
Task queue: The logical member-based groups in which members can pick up and/or Assign Tasks.
Template: A set of instructions and/or questions, structured in steps, that the member must perform/answer, depending on the design.
User set: A group of members defined by their Hierarchy, Group, or by their Role.
Scenario
There is a new Project in your Enterprise: the maintenance of a fleet of vehicles. You are the project manager and you need to assign the relevant tasks and follow their progress. You create a project in which you define the User sets, with the members who take part in the Project, the Task Queues that you will use, the duration of the Project and other features.
Once the Project is defined, you can select it in the Project selector. When you select a Project, you can work in its scope. For example, all the Tasks that you assign will belong to this Project.
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The Template for the new maintenance procedure is now published. You can Assign the Task to the Task Queue.
Any user with the permission in the Task Queue can pick up the Task. In turn, this member can Reassign the Task to other Team members.
Now you can monitor the Task from the screen.
If required, you can Fix the Task or Force to Release to the Task Queue. You can also View the data of the Job and Print it.