Before Starting
Ensure your entity has the Infraspeak Network™ activated and that you have connected your entity with your suppliers.
Now
- Open the Planned Jobs app and click on Planned Jobs.
- You now have two options:
- Either select an existing planned job from the shown list and double-click to expand it.
- Create a new one by clicking Create planned job in the top left corner and filling out the details as usual.
- You will see a green Share button once you are in the planned job menu. Click here and select your supplier from the dropdown list.
- Add notes to help the supplier — i.e. We need help with our HVAC maintenance. Can you come in once a month?
- Click “Share”.
- You will share the following information:
- locations, interventions (including assets and tasks), work type and description, and the scheduled planned job order date. - You won't be able to edit shared information or change the planned job order status.
- You can stop sharing by re-entering the planned job and clicking “Stop Sharing”.
- Clicking share will send an email notification to your supplier with a clickable link for them to use to start work.
- You will share the following information:
Done! If you have any questions, please contact your Customer Success Manager! They’re here to help.