It is always a good idea to stay on top of your data!!! If you update data older than 4 months, you will not see the changes until the following Monday. (It refreshes Sunday overnight.) If your data is older than 13 months, it may not be worth updating. The changes will not show up until the second day of the next month.
Steps in the screenshots correspond to the numbers in the headings.
By default, all of your PMs and PdMs are automatically counted in your Planned Metric. There are just a few things you need to do to ensure that other Tasks get included in your Planned Percentage.
Perhaps the best way to increase your planned percentage is to put in a Follow-up Task on a PM for any additional work that needs to be done.
Remember, follow up tasks will go toward your PM/PdM percentage on the Balanced Scorecard.
Follow-up tasks to PMs will be generated only with one step, and a zero duration, so the Planner Scheduler must go into the Planner Portal and do additional work in order to have these count as planned.
Get in the habit of creating Job Plans for Follow Up tasks and any repetitive work that is done at your site!
There are many benefits to doing it this way:
- Because a Job Plan has been assigned to the task (vs. just adding steps and duration) the Technician has the ability to go in and leave feedback.
- With the "Copy Job Plan" functionality, you can quickly duplicate job plans from your site, another site or even a master job plan. Once it has been copied over to your site, you can modify it as needed.
If you wanted to see what was available to be copied, follow these instructions:
1. In the Planner Portal, go to Job Plans.
2. Go to the Job Plan view.
3. Click on the Copy Job Plan icon.
4. The screen takes a few minutes to load as it is bringing back all the job plans that exist.
5. Click on the filter icon to bring up your options.
6. Just as an example, we have selected Description contains Troubleshoot.
7. Click Apply to load the filter.
8. You can see the screen is divided into two sides.
9. On the right are the job plans that met the filter criteria.
Select the job plans you want to copy by using the checkbox in front of the job plan.
10. In the middle are the add and remove buttons.
11. On the left are the job plans you wish to add to your site.
12. At the top right of the screen, there is the button to copy job plan(s) to your site.
In this example, we have chosen just this one (#21570) as all the remaining options were already associated with site 0493.
13. Confirmation messages appear in the upper right corner.
14. A message tells you the newly created Job Plan number. Click OK.
15. You are returned to the Job Plan screen. The newly created Job Plan is usually on the top of the list. (If not, simply use the filtering options to find it.)
16. Click on the three dots at the end of the line to edit the job plan if you want to make any changes.
You can copy this job plan a number of times, changing the title to be Troubleshooting Finns, Troubleshooting Gleasons, Troubleshooting Lincoln Welders, etc. As these Job Plans get built out more and more, the more efficient we will become, the better planned the job, and the more accurate our scheduling and work execution will be.
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