Steps in the screenshots correspond to the numbers in the headings.
The Planner Portal allows you to add Skill Sets to the Job Plan. When thinking of skill sets, we are talking about the various levels of skill. There are five skill sets that can be assigned: Associate Technician, Tech I, Tech II, Senior Tech, and Specialist. When assigning skill sets, you can assign a quantity and duration (i.e. 2 Associate Techs for 1 hour.)
It is possible to add the same skillset more than once. This is because you may need an Associate Tech for 15 minutes to help with setup, and then two Associate Techs for one hour to complete the rest of the work.
Any skill set that has been entered on the job plan will show in the Job Plan Grid, and will be a required field when doing the weekly scheduling.
1. Log into the Planner Portal.
2. Click on the Job Plan Tab.
3. Find the Job Plans you want to edit.
4. Click on the three vertical dots at the end of the line.
5. Choose Edit Job Plan.
6. The Job Plan opens to the summary screen.
7. Click on the Time and Skills tab.
8. Any previously entered skills will be visible here and can be edited if necessary.
9. Enter any skillset necessary to complete the necessary work. Select the +New Skillet button.
10. Choose the appropriate skill set. This is the level of skill required.
11. Enter the quantity. This is the number of Techs required at that skill.
12. Enter the skill time by utilizing the hour and minute picker. Be sure to hit the Set button to keep the time you have selected.
Job Plan duration has been renamed to "Plan Hours." This is also visible on the Time and Skills Tab.
13. Click the SAVE button.
A number of validations will occur upon saving.
- Each row must have a skill, quantity and time.
- No singular row can exceed the time specified in the Plan duration.
Whenever skillsets are added or changed, an event will track the changes on the job plan.
Upon saving, the Skillsets will show in the Job Plan Grid and Planning Wizard.
As of June 2021, you will not be able to assign a Job Plan to a task without skillsets.
This information will flow all the way through to the scheduling functionality.
A video on this topic can be found by clicking the following link:
How do I add skill sets to a Job Plan in the Planner Portal?
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