Before Starting

Ensure your entity has the Infraspeak Network™ activated and that you have connected your entity with your suppliers.

Now

  1. Open the Planned Jobs app and click on Planned Jobs.

  2. Open, or create, the planned job you want to share with your supplier.

  3. When in the planned job, you will see a green Share button on the top right corner of your screen. Click here, and the originally-assigned supplier will be pre-selected for this share. Confirm if this is the correct supplier you want to share this planned job with.

  1. Add notes to help the supplier — i.e. we need help with our HVAC maintenance. Can you come in a month?

  2. Click “Share”.

  3. Note: Sharing a planned job will share alongside it the following information:

    1. Locations

    2. Interventions (including assets and tasks)

    3. Work Type and Description

    4. Planned Job Order date

  4. You will not be sharing the following information:

    1. Client

    2. Cost Centre

    3. Assignees

    4. Internal Notifications

    5. Internal SLA

    6. Gatekeeper

    7. Customer Satisfaction

Information that is shared and not shared is identified via a ?icon in the Planned Job interface.

  1. After sharing a planned job, you will only be able to edit some details of it, but not all. Namely:

    1. Title of the Planned Job

    2. Description

    3. Supplier (if any)

    4. Cost Centre (which is not shared but can still be edited for internal purposes)

    5. Assignees (also not shared)

    6. Documents (can be shared)

  2. You can stop sharing by re-entering the planned job and clicking the Stop Sharing button.

  1. Clicking Share will send an email notification to your supplier  with a clickable link for them to collaborate on that planned job with you.

Done! If you have any questions, please contact your Customer Success Manager! They’re here to help. 

Notes:

  • A planned job can simultaneously be shared with a client and/or supplier

  • 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.