How to use the Planner?

Assign work orders

There are two ways to assign work orders to employees:

• Drag and drop:
  1. On the Schedule tab, drag the WO to the desired technician;
  2. It is possible to assign the WO to several technicians, but not simultaneously. The assignment must be made technician by technician.
• Through the context menu:
  1. Right-click on the desired work order, then select the Assign option;
  2. Select the employees to assign and click Save.

Remove assignments

It is possible to remove the assignment of a work order. There are two ways to do so:

• Drag and drop:
  • In the Schedule tab, drag the WO to the Unassigned section. Or click on the WO number to view its details, then click on the Unassign icon .
• Through the context menu:
  1. Right-click on the desired work order and then select the Assignment option;
  2. Remove the assignments.

Note: Unassigned work orders are displayed in gray and assigned work orders are displayed in blue.

View work order information

You can view the information for a work order by clicking on it. A pop-up window will appear with the following information:

• Expected date;
• Asset;
• Status;
• Priority;
• Responsible.

Create work orders

To create work orders, the following steps must be followed:

1. Right-click on the desired date/time;
2. Select the Create Work Order option;
3. Fill in the fields on the panel displayed;
4. Click on Save.

Note: you can quickly navigate to the current day by right-clicking on the desired date/time and then selecting the Go to today option.

Edit work orders

To edit work orders, the following steps must be followed:

1. Right-click on the desired work order;
2. Select the Edit Work Order option;
3. Click on the desired operation:
   • Edit: to make the desired changes to the work order;
   • Delete: to delete the work order, by selecting the trash can icon;
   • Attachments: to edit or add attachments to the work order;
   • Copy to New: to clone the record with a new key.

Create WO from preventive event

To create work orders through a preventive maintenance event, the following steps must be followed:

1. Right-click on the desired preventive maintenance;
2. Select the Create Work Order option;
3. The fields in the panel will be filled in automatically, but you can edit the information displayed;
4. Click Save.

Disable preventive maintenance event

To disable a preventive maintenance event, you must follow these steps:

1. Right-click on the desired preventive maintenance;
2. Select the Edit Preventive Maintenance Event option;
3. In the panel displayed, uncheck the Active option.

Note: only 200 records are displayed in each view.