IFS Cloud Assignment Handover

Hi,

The Handover functionality was introduced as a way to transfer work between shifts and the intention was to make the engineers from next shift assigning the work that was handover from previous shit themselves.

From App10 Upd8 News Presentation:

Hi Thommy,

Thanks for the response. Supervisor will not use technician portal - he will use Work Task screen itself but it doesnt seem I can move assignment from one engineer to another. I can, of course, create a new assignment for the second resource but because original Assignment is in Status Handover it stuck on the Technician Portal and I’m unable to move status to Reported.

Just doesnt look there is a good solution:

Cant use Additional Work as this will be a new Work Task where I cant create materials unless it assigned to me on the portal

Cant use Handovers due to the above

Cant use Incomplete as it moves status to WorkDone

Anything else?

Hi Erika,

You are right that you will not be able to handle this in the Work Task screen, I can see that now.

It has been designed and built with the purpose of self assigning. So when the succeeding resource accept the work, the original work assignment will be set to status Complete. A new work assignment is created with allocation for the succeeding resource. So until the new resource accept it we will have a Work Assignment in status Handover.

You could handle this outside of the self assigning process within Technician Portal, but it a bit more cumbersome.

The way to do this would be:

• Set the work assignment to Handover (in Technician Portal) as you have done previously
• In Work Assignments overview, search for the handover assignment (search e.g. on status or directly on the Work Task no).
• Mark the assignment row and Add a new assignee (by using Direct Allocation).
• This will create a second work assignment on the work task, with status Assigned.
• Complete the first work assignment in the Work Assignments overview.
• Let the new assignee accept/start his/hers assignment in Technician Portal.

This will leave the Work Task in status Work Started.

Give it a test and see if this would be a way forward (if self assigning isn’t a possible way forward).

Hi Thommy,

IFS doesnt allow to move status of assignment to Complete from Handover. As you can see below Status button is not available for the selected line. I tried to Clock In but that also didnt give me status option (not like I want to clock in again as it will create fake time report but I tried for testing purposes).

Thank you, I will request access to raise cases for this customer.