IN PLANNING/Ready for Scheduling is used by the Planner Scheduler to indicate that all planning information is complete, including any research on materials, machine availability, Technician work schedules, etc. It is now ready to be scheduled. If your site is responsible for parts as well, this checkbox may be used in combination with the Kitted checkbox, which would indicate that the Supply Chain Specialist has gathered all of the necessary parts and put them together for the Technician in a particular area of the crib.
The majority of the time, this status will be used more on MPRO and MOTH Work Order Task types, but if you have time to do a follow-up on a Reactive job, it is entirely possible that you could use this sub-type for CM (Corrective Maintenance) Tasks as well.
The fastest and most efficient way to mark a task as "In Planning/Ready for Scheduling is to use the Planning Wizard in the Planner Portal. You will find instructions on how to do that here: Is there an overview of the Planning Wizard in the Planner Portal? and How does the Summary Panel work in the Planning Wizard?
The following instructions show you how to mark a process an individual task (if needed) from the Tech Portal or the CLIENT.
Portal
To mark a Task as IN PLANNING/Ready for Scheduling in the Portal, start by clicking on the Task List button.
1. Highlight the line to load the record.
2. Click on the Edit button from the Task Summary panel.
3. Be sure that the Status says IN PLANNING.
4. From the Task Status Reason drop-down, choose Ready for Scheduling.
5. Click Save.
Anything that has been marked with the Planning Complete Task Status Reason can be viewed in the Task Planning Report. This work is now ready to be blocked off into a weekly schedule.
The Technician / Assigned Technician / Owner field on this report will only show data before 9/8/2021. After that date, the field will be blank. This change was made to accommodate the skillset functionality contained in the Scheduling process of the Planner Portal.
Remember, simply marking the Task with this Task Status Reason is NOT enough to have the task qualify for your Planned Metric in Power BI. Refer to What do I have to do to have a task be included in my "Planned" Metrics?
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