The task list is pre-filtered , pre-grouped and pre-sorted. There are five available views from the Weekly Scheduling Screen.
1. The default view is "Ready Backlog". This returns all tasks not in a canceled, completed, or reviewed status and is sorted by task priority and then equipment criticality .
- Everything on this view should have already met all the planning criteria: more than one step, a duration, skillset, etc.
- You will find Tasks that have gone through the Planning Wizard, as well as PM and PdM tasks which generate in the In Planning/Ready for Scheduling status.
By clicking on the drop down, you can access the four other views: To Be Scheduled, To Be Scheduled - Over Due, Scheduled - Ready for Execution, and Scheduled - Waiting on Materials.
- These Scheduled views will show tasks that have been scheduled, and potentially even scheduled to daily capacity, but have not moved into In Progress or beyond.
- Please note: Tasks that are scheduled must be completed and reviewed in the period they are assigned to. If not, they will be returned to the schedule board for rescheduling.
- The system will track how many times the Task has been rescheduled as part of the planning efficiency metrics.
- If you have overdue tasks at your site you will see a red bar across the top of the screen when you log in. This will tell you that you do have over due task and this will be another option to go to the Scheduled - Overdue view of the grid by clicking the VIEW button.
The task List will be grouped by Asset ID and the the Tasks for that Asset Group will be sorted by task priority -- with Priority 1 at the top of the list.
From here, the list is sorted by asset criticality.
If you have modified the default sort and want to return it to the original configuration, click on the three dots at the top of the grid next to the Schedule button and choose Reset Columns.
2. The scheduling period that you're working in is highlighted in gray, and listed at the top of the Progress Window.
3. To move to another scheduling period, simply click the arrows left or right.
4. There are two different options, Period Capacity and Daily Capacity.
The Planner Scheduler is responsible for the Weekly (Period Capacity) Scheduling and the Supervisor is responsible for the Daily scheduling.
5. Just like in the ESM, the "label" icon switches between the Asset ID and the Asset Description.
6. The funnel icon brings up the filters.
The filters and layout of this screen work the same way as the rest of the Planner Portal.
How do the layout options and filters work in the Planner Portal?
UPDATE - At the top of the filters are the Preset filters. Options include:
- Ready Backlog - This is the Default
- To be Scheduled
- To Be Scheduled - Over Due
- Scheduled - Ready for Execution
- Scheduled - Waiting on Materials
- Custom - This is what will show when filters have been applied.
Changes have been made to the Planner Portal so that hold/wmat tasks are more visible. They will show in the task list for the planning wizard.
Once through the wizard, you will see them in the Period capacity screen (schedule period) for to be scheduled. They will also show in the Daily Capacity screen.
This will allow the Planner Scheduler to schedule the task even if it is in the hold/wmat status, when the part is expected in later that week.
Period Capacity effected screens:
- Scheduled - Waiting on Material
- To be Scheduled
- To be Scheduled Overdue (If it is overdue, the scheduling period must be before the current period)
Other column titles include: (those with a red asterisk* are filterable)
- Task ID*
- Status*
- Status Reason*
- Description
- Task Type
- Priority*
- Asset ID*
- Asset Criticality*
- Sub-Location*
- Skillset*
- Team ID*
- Planned Duration (Hrs)*
- Planned Date*
- Compliance*
- Reschedules*
7. When looking at the grid and hovering over the name of the column you will see the 3 line icon. Select this for column options.
7.1. The three horizontal lines give you the ability to pin columns, as well as auto-fit the selections.
7.2. The three vertical lines allow you to select which columns you wish to display. You can also grab each column and reorder the view.
8. As you add filters, you will see a breadcrumb line start to populate. Simply click the X to remove that criteria from your search.
9. The Checkmark icon is used to show which tasks are deemed most important to schedule. Clicking on the Star column will select the star but not the task.
- Your customer will see a version of this screen where they will be able to "star" Tasks (indicating that they are of high importance.)
- If any user selects the star, all users will be able to see that the task has been starred.
10. The Schedule Button moves the task to the Ready for Execution phase.
If you wish to schedule a group of tasks at once, simply click the boxes in front of the Task IDs to add a checkmark, then click the Schedule button. You will be asked to confirm that you want to schedule all the tasks. Click Yes. A confirmation message will tell you that the tasks have been moved to the Ready for Execution Status.
11. Export - here users can export to an excel file what is currently populated in the lower grid view.
12. The top of the screen is the progress bar. This will update as you schedule tasks. Your goal for each week should be to have all Skillsets scheduled to 100% for each scheduling period.
Again, this will probably NOT be what gets accomplished each week. Realistically, the techs should be completing anywhere between 40-90% each week -- depending on what else is going on in your site. Our goal should be to have that number be towards the higher end of the range (80-90%). This would mean that planning and scheduling efficiency is going well at your site.
13. Finally, in the Planner Portal, the Feedback icon is the little call-out in the upper left of the screen.
This is where you would put in suggestions for improvement. Once you enter the suggestion, you have the ability to go to the User Voice Forum and vote on which suggestions you think would be most beneficial.
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