Work Assignments
This page includes the following sections:
Work assignments are assigned to resources that are allocated to perform work on a work task. The resource
assigned can either be a person resource, a tool and equipment resource or a crew resource.
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 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 has started but cannot be completed for some reason e.g. due to
lack of time or material.
- 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 pages 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 pages 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 (of type person resource) 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 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.