Essential Resources: To complete this training you must have access to eFACTORYPRO.
This article is an overview of Daily Scheduling in the Work Module
Your selected week will show in gray. Select the arrows on the calendar to move forward or backward.
- the default is the current week. This is for P1 and P2 break-in work scheduling only.
- You can not schedule in the past.
- You can schedule P3 Tasks in the future.
These filter will allow you to filter which task tiles will populate.
Available filters are:
- Table Sorts (ascending/descending order)
- Table Filters (the Table Filters will work just like the filters in the Planner Portal)
- Show/Hide the Canceled
- Reviewed Tasks
- Show Break-In Work
- Hide Asset ID
This a list of tasks available to be scheduled. This list is filterable by the above list.
It will give the total hours available as well as the hours assigned and the percentage of total hours used. Each technician will have their own line under the skillset banner.
This will allow you to narrow the displayed option in the grid by teams.
This will allow users to print off what is currently displayed in the planning grid.
This is an indicator to the right of each row that will display a percentage of tech availability for the scheduling period. The circle grow in accordance with the percentage.
These skillsets are contained in the Control center and can be set up by anyone with Supervisor privileges.
This can be used when single or multiple task scheduling is being performed.
If multiple task scheduling is selected, when the user clicks on a task tile, it will select the tile for scheduling. They can click on multiple tasks tiles in the list in order to schedule all of them to a single tech on a specific day. The tasks selected will show as yellow.The user can also "clear all" selected tasks, as well as deselect a single task.
ONLY Supervisors will see this functionality.
1. Select the Task you wish to assign.
A task can still be assigned to a Tech even on the days that Tech isn't scheduled to work.
Related Article: Overview of the Task Tiles in the Daily Capacity view
2. Once the task is selected it will expand to show the user the skill set or skillsets that are required for the task.
3. The Supervisor/Planner Scheduler should try to schedule this task according to the skillset assigned which in this case is Associate Technician.
There will be two ways to assign this task. The first will be to select the ASSIGN button in the grid of the tech you want and the day you want is assigned.
The second way is simply to select the ASSIGN button and this will allow you to assign to ANY technician available for the selected team. From the drop down select the Technician and the Date. Finally select SAVE.
A new skillset can also be created from this view by selecting the Add Skillset button. Here you can add a skillset and duration. The option to assign the tech and date will also be there (not required) is you know who this needs to be assigned to.
If you click the Expand Button, you can see the Tasks that have been assigned to the Technician for any certain day.
4. Once the task is assigned the hours will show up on that day.
5. The techs name will then show up on the task tile.
6. 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.
1. To unassign simply check the UNASSIGN button in the task tile.
2. The name of the tech would disappear and be replaced with Unassigned.
In the case where the assigned tech calls in sick, and the work still needs to be performed on the same day, you may need to change the skillset required.
In this case, follow these steps:
- Unassign the existing technician using the eraser.
- Click the DELETE button under the skillset to remove the assigned skillset.
- Click the ADD SKILLSET button to add a different skillset of the person available to do the work.
- Assign the new technician.
ONLY Supervisors will see this functionality.
1. Single Selection Toggle - this can be used when single or multiple task scheduling is being performed.
If multiple task scheduling is selected, when the user clicks on a task tile, it will select the tile for scheduling. They can click on multiple tasks tiles in the list in order to schedule all of them to a single tech on a specific day. The tasks selected will show as yellow.The user can also "clear all" selected tasks, as well as deselect a single task.
Larger sites will require team selection first. This will be for sites with OVER 50 technicians only. All other sites will have all their techs loaded automatically.
1. The default shown from the Daily Capacity view will be all technicians for that site that have a skillset assigned to them.
2. In the upper right corner users will see TEAM ID as the default.
When hovering over the TEAM ID users will see that selected teams is "All Teams Selected".
3. Here the user can select from the drop-down a specific team or teams to populate the view.
4. Select Apply to repopulate the view or clear to exit the teams.
1. Select the Hide Unavailable toggle switch.
2. Any tech that isn't available that line will disappear.
1. A warning icon will be displayed if the hours available for that day are exceeded by scheduled hours.
The reason why you CAN over schedule perhaps is when the tech has agreed to work OT for that specific job or some reason like that.
Related Article: How can I tell if a tech is over scheduled?
1. When it comes to events (some of which can be done in the Planner Portal) here is a list of what will be displayed per Work Order/Task under the Events icon in the Tech/Supervisor.
- Change in Status
- Selection of a Sub-type
- changing of the Status Reason
- Change in Priority
- Change in Team ID
- Job Plan changed
- Addition of a Skillset
- Removal Skillset
- Updating of a Skillset
- Adding a Part Need
- Change in Quantity for a Part Need
- Addition Staged Part Part
- Removal of a Staged Part
- when the scheduling period has first been assigned
- when the scheduling period gets changed
- when a technician is assigned to a Skillset
- when a technician is removed from a Skillset assignment
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