Planner Portal Questions
8 Articles
- FAQ/Job Plans - What fields can be edited from the Job Plan Grid?
- FAQ/Job Plans - How do I copy a job plan/task template?
- FAQ/Job Plans - Can I see the Job Plan details before copying it to my site?
- FAQ/Job Plans - When I copy a job plan from another site, what copies to my site?
- FAQ/Job Plans - Why are some Job Plans not able to be assigned to a Task?
- FAQ/Job Plans - How do I create a Reusable Job Plan?
- FAQ/Job Plans - What is the benefit of creating a Reusable Job Plan?
- FAQ/Job Plans - How does the P/S process the feedback given on the Job Plan?
Mobile Questions
7 Articles
- How do I create a Work Order in the mobile app?
- What has to be completed in a Task in the mobile app?
- Mobile App - What is the best way to find work in the mobile app (My Work/Tasks)?
- Task Summary in the mobile app
- Mobile App - How do I log into the mobile app?
- Mobile App Navigation - Basic
- Navigating the Work Order icon screen