Manage the day plan
When to use this
Use this when you are planning work before crews start, making day-only changes, or publishing updates to the field.
What you need first
- Office permission for scheduling
- Teams and jobs that are ready to plan
Steps
1. Build or adjust the day plan before crews start work. 2. Make crew and asset changes for today only when the live plan needs adjustment. 3. Publish updates once the day plan is ready for crews to act on.
What happens next
- Published changes affect what field users see in My Work.
- Scheduling decisions should remain separate from execution help so audit history stays clear.
If it goes wrong
- If a user is asking how to start, pause, or complete work, send them to
work/field/...instead. - If a person disappears from a crew for today, treat it as a scheduling issue first, not an HR issue.