The planning requests section is designed for companies seeking a simple interface for their site engineers to input potential booking scopes of work. When creating a new works request, you can specify the shift type, potential start and end dates, work environment, description of works, and the location.
Works requests can be assigned one of the following statuses:
Pending, Request, Rejected, Accepted, or Cancelled.
How to Create Traffic Management Types
Navigate to Planning on the sidebar
Select Traffic Management Requests tab
Click +New
Enter Name, Colour and Icon
Click Create
How to Create Planning Request
Navigate to Planning on the sidebar
Select the Planning Requests tab
Click +New
Select Client, Project and Requester
Enter Works Location, Scope, Start and End Date
Select Shift Type
Click Create
How to Create a Worksite Plan from Planning Request
Once a Traffic Management Request is accepted, you can use the provided details to create a Worksite plan.
Navigate to Planning on the sidebar
Select the Planning Requests Tab
Click the desired Planning Request
Scroll down in the overview to the Planning section
Click +New
Click the + button beside the Works drop-down menu
Click Create (check all details are correct)
Select a Planning Revision
Click Create
The work plan will now be created in an draft status, ready for the addition of the necessary plans and permits.
Creating Bookings from Planning
The Client, Projects, Start time, and End time details within the Planning Request can be directly used to create a booking.
Navigate to Planning on the sidebar
Select Planning tab
Click the +Job next to the desired Planning Request
Confirm the Booking Details
Select the Booking Requirements
Click Create
Attaching Plans and Permits to Planning
Navigate to Planning on the sidebar
Select the Planning tab
Select desired Planning
Select the Works Revision
Scroll down to Location
Select +New on Required Plans or Required Permits
Select Type
Click Create
Attach Plan
Create a New Revision of Planning
Navigate to Planning on the sidebar
Select the Planning tab
Select desired Planning
Click the Revision tab
Click Current Revision
Select New Revision
Make any required changes to the revision
Click Activate
Click Save
