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Topics

1. ABOUT WORK ORDERS AND TASKS 11

3. P/S FUNCTIONS IN THE PORTAL 12

4. P/S: REPORTS 22

5. Planner Portal Functionality in the Control Center 7

6. PLANNER PORTAL: PLANNING WIZARD 13

7. PLANNER PORTAL: JOB PLANS 36

8. PLANNER PORTAL: PRE-DEFINED STEPS 3

9. PLANNER PORTAL: WEEKLY (PERIOD) SCHEDULING 14

10. PLANNER PORTAL: DAILY SCHEDULING 20

11. PLANNER PORTAL: Tips and Tricks 5

12. Finding Work as a Technician 2

13. P/S Step by Steps 7

15. Schedule Board in the Client - Retiring Soon 9

eFactoryPro Wiki / Planner Scheduler Documentation

11. PLANNER PORTAL: Tips and Tricks

5 Articles

11.1 PERIOD CAPACITY: How do I filter out COMPLETED & REVIEWED Tasks?
11.2 PERIOD CAPACITY: How do I sort by compliance finish dates?
11.3 JOB PLANS: What makes a Job Plan "Predictive"?
11.4 JOB PLANS: How do I copy Master PdM Job Plans to my site?
11.5 FAQ: How can I send a Task back to planning?