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.
Planning requests can be assigned one of the following statuses: Pending, Request, Rejected, Accepted, or Cancelled. These statuses keep your office staff informed about the progress of the request.
How to Create Planning Request
Navigate to Planning on the sidebar
Select the Planning Requests tab
Click +New
Select Client, Project and Requester
Enter Location, Scope, Start and End Date
Select Shift Type
Click Create
How to begin Planning from a Planning Request
Once a Planning Request is accepted, you can use the provided details to to being Planning.
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 Planning drop-down menu
Click Create (check all details are correct)
Select a Planning Revision
Click Create
The Planning will now be created in an Incomplete 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 can be directly used to create a booking.
Navigate to Planning on the sidebar
Select the Planning tab
Click the +Job next to the desired Planning Request
Confirm the Booking Details
Select the Booking Requirements
Click Create
