For those of you working with the Work Execution Management (WEM) Dashboard, a version of the Red Green report is available there, and you may find it easiest to access it from the WEM Dashboard.
This report runs on the Power BI server which means it is only refreshed overnight. You will not be able to see data from the current day on this report.
The Red Green report shows you how well my site has stuck to their work schedule for the week. This will allows you to determine how often unplanned work is interrupting the weekly schedule.
Steps in the screenshots correspond to the numbers in the headings.
Required Fields: PLANNED END DATE FROM Date/Time, PLANNED END DATE TO Date/Time, and 4-Digit Site Number.
By default, the report will load one month prior to the current date and time. This can be changed by clicking on the calendar and moving the date. To see a full day, you do not have to enter a time.
Explanations of fields:
Planned = YES: Planned Date must be filled in on the Task (not blank) or if the Task Template Category is PM or PdM. Everything else is Planned = NO.
Red Rows: (MRCT & MOTH Type) Unplanned Tasks, Priority 3-5, that have a labor stamp added in the date range you have selected.
Blue Rows: (MRCT & MOTH Type) Unplanned Tasks, Priority 1 or 2, that have a labor stamp added in the date range you have selected.
Clear Rows: All Planned Tasks (any WO Type or Priority) that do not have an actual finish date, or the Actual Finish date is before the the filtered date range.
Green Rows: Planned Tasks (any WO Type or Priority) that have an actual finish date/time that fall within the the filtered range.
1. If you are not accessing this report from the WEM dashboard, you can access it from the SSRS Server in the Portal This puts the least amount of impact on the server. You can access the reporting server by typing the address directly in the browser window as shown below.
If the reporting server is slow or not responding, you may want to try accessing the Internal Reporting Server. You must be VPN'd in to use this option: https://ssrs-internal.advancedtech.com/Reports
2. You can also access the Reporting Server through the main menu on the Work Module.
3. From the Navigation Pane click Links.
4. Select Reports.
5. You may need to open the ATS_FMS_Reports folder first if you have not made this report one of your favorites.
6. A screen with the available reports will load.
7. Find the Red Green Scheduling Report.
8. If you want to add this report to your favorites, click on the three dots above the name.
9. Click the Star in front of the Add to Favorites to move this report to your Favorites folder.
10. The report parameters will load.
11. By default, the dates populate to one month from the current date and time.
12. Enter your four-digit site number.
13. If you wish to change the start of your date range, change the PLANNED END DATE FROM by clicking on the calendar and selecting the start date. If you would like an entire day, there is no need to enter a time.
14. Modify the PLANNED END DATE TO if necessary.
15. Click View Report.
16. You will know the report is processing properly when the bar below the parameters populates.
17. Once the report loads, you can click on the floppy disc icon to export it to one of the file formats.
Report fields include:
- Planned Y/N
- Asset ID
- Asset Criticality
- Task Status
- Priority
- Kitted? Y/N
- WO Type
- Task Template ID
- Task ID
- Description
- Asset Description
- Sub-location description
- Planned Labor (Min)
- Labor During Period (Min)
- Planned End Date
- Technician - This field will show data before 9/7/2021. 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.
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