What is synchronized when?
Between Planon Essentials (the back-office) and Planon AppSuite (field engineer) data and statuses must be frequently synchronized. At various occasions this is done automatically, but field engineers can also synchronize manually.
In order to provide clarity about which actions trigger synchronization, see the following information:
Action / situation (engineer is online) | … triggers updates from / to the back-office |
|---|---|
Select an Assigned job in list | Retrieves basic job data. |
Click Accept button for a job | Downloads job data to the device (health & safety, materials, time registration, maintenance activities and checklists, photos, documents, questionnaires, chat history, related standard suborder). This data can now also be viewed offline. |
Select an Accepted job from list | Automatically updates the job data. See Updated job data below. |
Health & safety check on start work | If you start work and an EHS check is required, the latest health and safety information is retrieved from the back-office. |
Click Synchronize button | Manual action to: • send pending job data to the back-office, • receive an updated job list, • receive an update of the selected job.  If you were offline and go online again, synchronization is automatically triggered. |
End job | Job data provided by the field engineer is now sent to the back-office (labor hours, used materials, requested materials, added photos, maintenance activities & checklist items, comments). The job list is updated so that the field engineer can pick up the next job. |
Logout | On logging out you are warned that you will lose any locally stored data. If you have been working offline, you must go online first and then synchronize, before you log out. |
Updated job data
On an Accepted job, the following job fields and details are updated via manual or automatic synchronization:
• Description
• Requested completion date-time
• Priority
• Requestor
• Internal Coordinator
• Internally Assigned By
• Planned start date & time
• Planned end date & time
• Requested TTA
• Requested TTF
• SLA
• SLA Service
• SLA Weighting
• Service Agreement Service
• Terms for time
• Contract code and description
• Contract line description
• Appointment booking
• High priority
• EHS Check required
• Important notice (field on Asset)
Field updates that depend on your App settings:
• Configured setting Order date/time (Planned start date & time / Requested completion date-time)
• Configured setting Comment field (Comment/Comments)
• Configured setting Phone number field (Person phone number)
Job details that are updated for an accepted job:
• Material lines (order lines, requisition lines)
• Internal communication (chat comlogs)