The system has been changed to allow you to assign a task of any priority in the current week to meet your customer's needs. WEM principles still apply! Daily Scheduling Principles
- All P3, P4, and P5 tasks should be planned.
- When P3/4/5 Tasks are assigned in the current week, they will be tagged with a "Breaks Schedule" flag This will be used for metrics to identify P3/4/5 tasks that are assigned into the current week - as these are really schedule breakers.
- If the task does not get done during the current week, the flag goes away.
If you have questions regarding how Scheduling Metrics are impacted, please reach out to your Regional Planner Scheduler.
1. Log into the Planner Portal and use the Navigation Pane to click on the Planner/Scheduler section and click on Scheduling.
2. The default view is the current week.
3. You will have a banner showing you have overdue tasks. That is where you will find this task. Click on View to load the screen.
4. Click on the funnel to bring up the filter.
One way to start out is to look for Priority 1 & 2 Tasks that need to be moved into the current period.
5. Go to the Priority filter and select 1 & 2.
6. Click Apply to engage the filter.
The grid filters to show your results.
If you want to export the list so that you can ensure you schedule , right click on one of the cells in the grid and click export.
7. Notice that there is a skillset assigned and a scheduling period that is in the past.
8. Click on the boxes in front of the Task IDs to add the task to the current scheduling period. The Schedule button becomes active.
9. Click the Schedule Button.
10. You will be asked to confirm that you'd like to reschedule. Click Yes.
11. A confirmation message tells you that the task has been rescheduled. Click OK.
12. Click on Daily Capacity. The Screen will load for the current week.
13. Use the funnel to search for the task.
14. Click on the task to load the panel.
The skillset and the duration remain from when the Task was originally assigned. The "Anyone" skillset has been removed. You can assign this as normal, either from choosing Assign in the calendar or choosing the assign hyperlink and choosing the Technician and Date.
Continue to process the remaining break-in tasks in the same fashion.
15. The Task will show in the Technician's My Work View.
MY CUSTOMER WANTS ME TO ADD PRIORITY 3/4/5 TASKS FOR THIS MACHINE TO BE DONE ON THIS DAY AS WELL. HOW CAN I ADD THEM TO THE SAME DAY.
The Asset ID for this Task is CFM8645. The customer has asked if there is other work that needs to be done on this machine, that it be performed on the same day. Please follow these instructions to see how these tasks can be scheduled.
16. Go to the Period Capacity Screen.
The default is now the current week.
17. Starting with the Ready Backlog screen, click on the Filter icon.
18. Enter the Asset ID.
19. Click Apply.
20. The grid filters.
In this case, we only had one other task that was for that asset. It is a P3 Task that we need to schedule. It is a priority 3 task that has been completely planned.
You know this because it is marked Ready for Scheduling.
21. Click the Checkbox in front of the Task ID.
22. The Schedule box becomes active. Click that and go thru the confirmation boxes.
23. Move to Daily Capacity and assign the task as normal.
0 Comments
Add your comment