Training FAQ

FAQ Detail

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Why must a technician change a Role from Assigned to Responding, and when should they do it?

In GamePlanPro, a work order can have multiple assignments (Roles). The work order status is not set directly, it is derived from the combined statuses of all Roles. That means Role statuses have to be consistent or the work order status, reporting, and oversight features become unreliable.

What “Responding” means
Responding is the moment the technician commits to that specific assignment and leaves for the customer site. It is the system’s clean start marker for when work started.

Timing matters:
  • Set Responding right before leaving for the site.
  • Setting it on arrival is too late.
  • Setting it after the work is done defeats the purpose.

One Responding Role at a time
A technician can only be Responding to one Role at a time. That constraint forces clarity about what the technician is actively working on right now.

How Responding affects work order status
Roles begin as Unassigned. As Roles move through their status changes, the work order status updates automatically using these rules:
  • Assigned: When at least one Role is assigned to a technician (no Roles are Responding yet).
  • Responding: If at least one Role is Responding.
  • Incomplete: If no Roles are Responding, and at least one Role is Incomplete or Complete, but not all Roles are Complete.
  • Complete: When all Roles are Complete.
This is why skipping Responding causes downstream confusion. The work order can sit in Assigned for days, then jump straight to Complete, even though the work progressed in between.

Why it matters in day-to-day operations

1) The team can see what is happening, in real time
When technicians reliably set Responding, dispatch and operations can see who is working that day, and what work order they are actively on. Without it, the technician status board on everyone's home screen becomes useless.

2) You get an accurate start timestamp and a believable history
Responding provides a usable chronology for each work order. Without it, the system loses the start event, and the audit trail becomes less meaningful for coaching, review, and customer questions.

3) Reporting and KPIs depend on it
Productivity and activity reporting need a dependable “technician started work today” signal. Responding is that signal. If it is not used consistently, stats will be wrong or impossible to trust.

4) Optional safety workflows can work properly
If enabled, safety alerts like inactivity checks and end-of-day “still active” checks rely on accurate status use. If Responding is skipped or left running accidentally, you will either miss alerts or generate false ones.

5) It reduces sloppy closeouts
Moving from Responding to Complete or Incomplete creates a natural pause to confirm basics are done, time, parts, notes, and next steps. When technicians skip Responding, it is easier to forget closeout steps because the workflow never forces the “wrap-up moment.”

Recommended status progression
  • Assigned
  • Responding (leaving for site)
  • Incomplete (only if needed, then later back to Responding)
  • Complete

Helpful tips
  • Make it a simple company policy: Before you drive, set Responding.
  • Coach the “one active job” behaviour: If you are Responding to something, you are not permitted to start another assignment until you close out the first to Complete or Incomplete. This is enforced by the system.
  • Watch for false precision: If someone sets Responding after arrival, it still looks “compliant” but it breaks the timing signal that reporting and visibility depend on.
  • Responding can be done easily from the technician's home screen by pressing the Responding button on their assignment.