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10.20 Intro: Daily Scheduling

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Daily Scheduling is the one of the most important final steps in Work Execution Management.  It is the crucial step that picks up after the planning has been completed and Weekly Planning has been done, and allows the Supervisor manage which technicians are going to work on each day for the week.

Even if, at your site, the Planner/Scheduler fills both the P/S and Supervisor role, the principles of WEM and Weekly/Period > Daily Scheduling still hold true.

In this course, we will cover the following:

Overview and Navigating the Daily Scheduling View

Understanding the Task Tiles

Filtering and Sorting, Views, Hiding/Showing Data

Assigning/Un-assigning a Technician (by skillset)

Understanding the Progress Meters, Alerts

Sending a Task back to Period Capacity.

And how Tasks assigned in Daily Scheduling will show in the My Schedule View for the Technician.

And, of course, there is a Practice Exercise to help you get started.

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