My Work Queue
- On the Device, Planner Mode, defaults to the 'My Work Queue' planner option. The 'My Work Queue' View shows user all Tasks assigned to you on a Daily Basis.
Adding New Items in 'My Work Queue'
- Users can add New Items in 'My Work Queue' by clicking on the Green '+' button. The following options are available:
- Journal Entry - Select this option to add a Journal Entry
- Work Labor - Select this option to submit Work Labor
- Daily Impacts - Select this option to add a Daily Impact
- Additional Actions - Filters to only Show Work Labor assigned to the specific user
- Request Safety Permit - Filters to only Show Inspections assigned to the specific user
- Create STA - Filters to only Show Permits assigned to the specific user
Journal Entry
- To add a Journal Entry, select Date/Time, add a description and click 'Save'.
Work Labor
- To submit 'Work Labor', Select a Trade and Add a Date, or click on the 'Copy yesterdays values' to populate the fields. Click 'Save Draft', or 'Submit' to submit your Work Labor.
Daily Impact
- To add a 'Daily Impact', Add Date and Time. Add a description/file or photo. Select 'All Day' or 'Part of Day', and select a 'Severity'. Click 'Save' to save your Daily Impact.
Additional Actions
- Clicking on the 'Additional Actions' button lets user to create a new item in the selected App.
Request Safety Permit
- To request a 'New Safety Permit', Select a Safety Category and enter a 'Reason for request'. Select a Start Date and Duration. Click 'Done' to save the New Safety Permit.
Create STA
- To create a 'Safety Task Analysis', first, Select an STA. With a Safety Task selected, read the 'Description' and 'Safety Instructions'. Be sure to view any attached Files. Once done, check the 'I have read and acknowledged all related STA'. This will activate the 'Acknowledge Safety' option. Click 'Acknowledge Safety' to acknowledge your STA.
'My Work Queue' Filter Options
- 'My Work Queue' allows to filter the Queue with following options:
- All - Shows All work and Reports assigned.
- Work Assigned - Filters to only show Work Assigned.
- Daily Reports - Filters to only Show Daily Reports assigned.
- Work Labor - Filters to only Show Work Labor assigned to user.
- Inspections - Filters to only Show Inspections assigned to user.
- Permits - Filters to only Show Permits assigned to user.
'My Work Queue' Sort Options
- In 'My Work Queue' you can Sort your Queue by the following options:
- Newest - Shows the Newest Items in your Queue.
- Oldest - Shows the Oldest Items in your Queue.
- Closest - Shows the Closest Items in your Queue.
Planner Overview
Planner on Devices
Planner - My Work Queue - Tablet
Planner - Boards & Schedules - Tablet
Planner - Calendar View - Tablet
Planner - Daily Reports - Tablet
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Last Updated: Oct-06-22