What is the Valuekeep Planner?
With Valuekeep Planner, the maintenance manager and the
administrator can now plan their technicians' work using several calendar
views.
With the administrator role, it is now possible to view all
work orders, preventive events and assign a work order to any technician. The
maintenance manager role can only view the work orders he created and the ones
from the work center he manages.
How to use it?
The Planner is divided in two sections:
- Filters:
In this section, the filters being applied to the data that will be shown on
the calendar views are presented.
- Calendar:
This section can be divided in five views, and the default view is the Work
Week. The available views are the following:
- Day
- the assigned and unassigned WOs and the preventive events for the selected
day are presented.
- The
day starts at 6:00
- The
day ends at 8:00 PM
- 30
minute intervals
- Work
Week - the assigned and unassigned WOs and the preventive events for the
selected work week are presented
- The day starts at 6:00
- The
day ends at 8:00 PM
- 30
minute intervals
- Week
- the assigned and unassigned WOs and the preventive events for the selected
week are presented
- The day starts at 6:00
- The
day ends at 8:00 PM
- 30
minute intervals
- Month
- the assigned and unassigned WOs and the preventive events and the preventive
events for the selected month are presented
- Schedule
- presents the WOs by technician
How to assign work orders?
- Select
the view "Schedule" and drag and drop the WO to the desired
technician. You can assign several technicians, but not simultaneously. First,
drag the work order for technician 1 and only after being assigned to
technician 1, you can add to technician 2.
- Select with the right mouse button on the work order the option Assignment. You must select the employees to assign and select Save.
How to unassign a work order?
You can unassign employees from a work order in one of two
ways:
- By
the view "Schedule":
- By
dragging and dropping to the "Do Not Assign" section
- Pressing
the WO number to open the window and, pressing the unassing symbol.«
- Select with the
right mouse button on the work order the option Assignment.
- Removing
the users
The work orders that are not assigned will be presented in
gray and the assigned work orders will be presented in blue.
How to view information about the work order?
To view information about the work order, simply press the
work order and a pop-up window will be presented, containing the following
information:
- The expected date
- Asset
- State
- Priority
- Person in Charge
How to create work
orders on the Planner?
To
create work orders, select with the right mouse button on the planner on the
desired date/time and the following options will be presented:
- Create work order: By selecting it, a dashboard will be
presented at the right side with a simplified creation for the work order. You
must fill in the mandatory fields and click:
- Save: it will save the work order log and
close the dashboard.
- Save
and New: it will save
the log and create anew on to record other work orders.
- Skip to today: This option allows you to skip to today when navigating the planner.
How to edit or delete
work orders on the Planner?
To
edit work orders, select with the right mouse button on the work order you wish
to edit. The simplified screen will be presented:
- Edit: Allow to edit the work order;
- Delete: Select the trash icon;
- Attachments: Allows to edit or add attachments;
- Copy to new: Allows to clone the log with a new key.
- Create work
order: By selecting it, a dashboard will be
presented at the right side with an automatically filled in simplified creation
for the work order. You can change the filled in data.
- Save:
it will save the work order log.
- Save and New: it will save the log and create anew on to record other work orders.
How to deactivate a preventive event on the
Planner?
To
deactivate a preventive event, select with the right mouse button on the work
order you wish to deactivate. The simplified screen will be presented:
- Edit: Allows to edit the preventive event where only the
event deactivation is available.
In either view, only 200 records are displayed.
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