Planner
Guides for scheduling jobs, assigning tasks, tracking progress, and dispatching.
Introduction to FieldEx for Planners
Role overview and how planners work within the platform.
Role of a Planner in FIeldEx
Navigating FieldEx
System Terminology: Jobs, Work Orders, Assets, Sites, Technicians
Manage your Assets
Tools for tracking, maintaining, and analysing assets.
Asset Registration & Tracking
Location & Movement History
Lifecycle Management
Condition & Inspection Management
Preventive & Corrective Maintenance Integration
QR/ Barcode Label Printing & Scanning
Asset Utilization & Performance Metrics
Asset Hierarchies: Parent-Child Structures
Meter Readings
Technician Dispatch and Schedules
Managing assignments, calendars, and team coordination.
Task Assignments
Technician Calendar View / Select Colour / Map
Technician Mobile App
Labour Hours / Journey Mileage
Teams – How to Group and Assign Team Tasks
Customer / Sites / Projects
Handling customer and project records for planning activities.
How to use Customer / Sites / Projects
Create and Manage Customers
Create and Manage Sites
Create and Manage Projects
Inventory: Spare parts & Assets
Managing stock for job readiness.
Introduction: Assets and Spare parts in Inventory
Creating Spare Parts
Creating and Managing Locations
Adding Spare Parts to Location
Updating Stock Quantities
Transfer Between Locations or Technicians
Utilizing Spare Parts in Job Orders
Setup Understock Thresholds
Setting up Spare Parts Costing
Checklists and Inspections
Creating and managing structured job checks.
How to Use Checklist and Inspections
Digital Checklists Setup
Customizing Inspection Templates Per Work Type
Setting Up Job Templates and Task Templates
Handling Failed Inspections with Follow-Up Checklist
Updating Asset Status and Meter Reading During Checklist
Automation & Workflows
Streamlining processes with automated actions and approvals.
Setting up Workflow Automations: Notifications
Checklist Auto-generation of Corrective Maintenance Jobs
Custom Rules Engine for Approvals