Before starting: Ensure your entity has the Infraspeak Network™ activated and that you have connected your entity with your client's: How to connect your Infraspeak with suppliers?
Share existing planned jobs
1. Open the Planned Jobs app and click on Planned Jobs
2. Select the Planned Job you would like to share with your client and double-click to expand it
3. On the top-right corner of the Planned Job, you will see a bright green Share button. Click it
4. Since this Planned Job was created for a specific Client, you will see them pop up on the next menu. Press the Share button to proceed onto the next step
5. Add notes to help the client better understand the scope of this job
6. Press Share
Note: Sharing a Planned Job will share alongside it the following information: Locations Interventions (including assets and tasks) Planned Job Type and Description Planned Job Order date You will not be sharing the following information: Cost Centre Assignees Internal Notifications Internal SLA Gatekeeper Customer Satisfaction Information that is shared and not shared is identified via a icon in the Planned Job interface.
7. If you ever want to stop sharing this Planned Job, open it, click Share, then the ellipsis and the option to stop sharing will appear
Footnotes
- Clicking Share will send an email notification to your client with a clickable link for them to collaborate on that Planned Job with you
- You can only edit some fields while a Planned Job is shared. They are the following:
Title of the Planned Job
Description
Supplier (if any)
Cost Centre (which is not shared but can still be edited for internal purposes)
Assignees (also not shared)
Documents (can be shared)
If you need to edit any other field after sharing a Planned Job, you need to Stop Sharing it, edit the information you need to change, and then share it again
A planned job can simultaneously be shared with a client and/or supplier
Planned Job Orders will work the same (as intended) for Technicians