Planned Work: Set up Auto Allocation and Notification

When a routine is due, the system automatically generates work orders. If you have employees or contractors assigned to complete this routine, they can be linked directly to it. This will allow them to receive automatic allocation and notification of the generated work orders.

1 Navigate to Planned Work >Set Up > Routine List

This will bring you to the Routine List window where you can view all routines. Any Planned Work Routine with a number below 1,000,000 is a system defined routine. All routines 1,000,001 and above are customised routines.

Routines will either have a grey or red highlight against them. Grey means that an asset is linked to this routine where as Red means that no asset is linked to that routine.

2 Select the required routine

This will open the Planned Work Routine - View window.

3 To edit the routine, click the pencil icon ( ).

 

 

4 Switch to Employees or Contractor tab. 

5 Click the add icon () to add the employees or contractors that are assigned to complete this. At last click save icon (). 

After linking employees or contractors to the routine, they will receive automatic allocation and notification of the generated work orders. 

Please note that you can link multiple employees to the same routine.

The first employee  gets allocated and notified to the work order once generated. Other employees will get assigned to the work order only.  

You can change the assigning order of the employees by dragging and dropping them using this icon (). 

The notifications can be sent via email, SMS(not recommended) or push notification. (for contractors, via email only)

 To receive email notification, ensure to enter correct email address for the employees on desktop ( Admin -> Configuration -> Employees list). 

 To receive push notification, ensure to subscribe on your device ( Preferences>Notification Preferences). 

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