Essential Resources: To complete this training you must have access to eFACTORYPRO and the Planner Portalr.
Some sites choose to make separate teams. An example would be shift teams or specialized teams for PMs. This allows the Planner/Scheduler to schedule quickly in the Schedule Board if time allows.
Steps in the screenshots correspond to the numbers in the headings.
1. The Daily Capacity Scheduling function of the Planner Portal allows you to select Teams to quickly and easily assign work.
These tasks will be assigned to a specific person not a group, so they are very easy for the tech to find.
2. The Technicians in that group which area of the plant they are responsible for. Most of the time they can find their work in the My Schedule view, but they can also find their work under the Site Unassigned Tasks or the Open PM View.
3. Once the screen loads, they can use the funnel under Team to filter for their specific team to see all the work that is assigned to their group.
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