Staff a work order from its Planning tab

Fill each spot a work order needs, such as a lead technician, a crew or a piece of equipment, check the plan for clashes, and see the upcoming visits.

In the sidebar, open Operations, then Work Orders, open the work order, and press the Planning tab. The page address is /work-orders/ followed by the work order and /planning.

A work order's plan lists the spots the work needs, for example one technician and one crew, or a vehicle. The work type you pick sets these spots (Edit a work order). Each spot is filled on this tab.

Before you start

• Seeing the plan needs permission to view the schedule. Filling spots needs permission to assign scheduled work.
• The work order needs a date and time before the plan can be checked or committed (Reschedule a work order).

Steps

1. Under Fulfillment plan, find the spot. Its badge shows the role and slot number, and a chip shows its state, such as Unassigned, Assigned or Conflict.
2. In the spot's Assign field, type and pick the technician, crew, capacity pool or equipment unit. Only people and crews with the skills the work type needs are offered. To clear a spot, clear the field.
3. Your pick saves straight away and Nova says Plan slot updated.
4. If your organization commits plans by hand, two more buttons sit beside Fulfillment plan. Press Validate plan: Nova says Plan is valid. or Plan has conflicts., and each spot shows its conflicts. Then press Commit plan to put the plan on the Schedule. Nova says Plan committed. If it clashes with other bookings, Override scheduling conflicts? asks for a reason first.

What you see

• Schedule context lists the upcoming visits with their time, Assignment and Arrival window. Edit on the first visit opens Change date/time. Open in Schedule opens the Schedule on this work order.
• People and Assignment shows everyone assigned from the schedule and the plan, marked Schedule or Plan. Its Project field links the work order to one of the customer's projects.
• A spot with Dispatch blocked or Readiness warning has a note under it, for example about equipment that is not ready, with Open asset to check it.

If something looks different

• No fulfillment slots configured yet.: the work order has no work type, or its work type has no spots. Add schedule offerings opens the settings where an admin sets them up.
• Validate plan and Commit plan are missing: that is normal. Nova commits the plan on its own unless your organization turned on manual commits in its scheduling settings. Commit plan also needs permission to assign work.
• Nova asks you to schedule the work order before validating: give it a date and time first.
• No eligible assignments available.: nobody fits the spot. Add a resource or crew from the create option at the bottom of the list, or check the work type's skills.
• Planning is missing: your role can neither view the schedule nor link projects, or an admin hid the tab.