In the Daily Capacity view to the left will be a list of Tasks that are scheduled for the selected time period.
This is an UNASSIGNED task tile:
1. Task ID
2. Asset ID
3. Description
4. Priority of the Task
5. Task Time Hours
6. Icons - If the task is safety related, had multiple skillsets, is a regulatory task, or is break-in work the users will see it here.
7. Side Bar - If the sidebar is GREEN it means that the task has been assigned.
Once an Task is SELECTED it will show only that task in the side bar:
8. Send to Period Capacity - will allow the user to send this task back to the weekly scheduling screen.
It might be a good idea to made a note of the task number before selecting this option as it will be sent back to period capacity which will be filtered in descending order. This will allow you to find your task faster.
9. Task Number
10. Task Status. This will also be color coded.
11. Asset ID for the task. This can also be changed to the asset description by selecting the correct filter.
12. Sub-Location of the equipment.
13. Task Description.
14. Skill Set.
15. Tech it is assigned to.
16. + sign - will allow use to add another skill set and duration.
17. Assign button - this will be used to assign a task outside the recommended skillset.
18. Eraser icon - will erase the assigned Tech.
19. Skill Time.
20. Parts Tab - this will display any parts that are associated to the task.
21. Task Duration.
22. Priority.
23. Close that task from the current view and return to the previous task tiles view.
24. Icons - If the task is safety related, has multiple skillsets, is a regulatory task, or is break-in work the users will see it here.
Adding a Skill Set and Duration to the Task:
Once the Task has reached the Daily Capacity screen of the Planner Portal it will have a skillset attached to it. But a user can add another skillset in addition to the one it already has assign to it.
25. Select the blue + sign.
26. Select the Skill Set drop down and select a skill set.
27. Enter the correct amount of time for a duration.
28. Select Set
29. Select Save
Users would repeat this process for all skillsets associated to that task.
Assigning a Task
30. Select the Task you wish to assign. Once the task is selected it will expand to show the user the skill set or skillsets that are required for the task. ONLY users with those specific skillsets will be able to be assigned this task by using the grid and the assign button on the days of the week. Otherwise if a technician of a different skillset must be used the planner can select the the blue Assign button in the task tile (seen above #17).
A task can still be assigned to a Tech even on the days that Tech isn't scheduled to work.
31. Here you can see that we are going to assign a task with the skillset of Associate Tech to an Associate Tech in the scheduling grid to the right. In the scheduling grid scroll the the lines for Associate Tech.
32. Once you know what Associate Tech and what day you wish to schedule this task hover over that day to see the Assign button and select it.
If you click the Expand Button, you can see the Tasks that have been assigned to the Technician for any certain day.
If the tech does NOT have the proper skillset the Assign button will be grayed out and not selectable. In which case the planner will use the Assign button in the task tile.
33. Once the task is assigned the hours will show up on that day.
34. The techs name will then show up on the task tile.
35. The total progress circle at the end of the line will reflect the changes in a percentage.
Some tasks may have multiple skillsets assigned. In this case the task may look similar to this. Users will assign the same way for ALL skillsets on a task.
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