{"id":150150,"date":"2024-08-29T14:26:07","date_gmt":"2024-08-29T14:26:07","guid":{"rendered":"https:\/\/helpcenter.ila.cegid.com\/valuekeep\/\/"},"modified":"2026-02-25T10:02:52","modified_gmt":"2026-02-25T10:02:52","slug":"how-to-use-the-planner","status":"publish","type":"valuekeep","link":"https:\/\/helpcenter.ila.cegid.com\/en\/valuekeep\/work-3\/work-management-work-3\/article\/how-to-use-the-planner","title":{"rendered":"How to use the Planner?"},"content":{"rendered":"<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><p>Valuekeep Planner allows maintenance managers and administrators to plan their technicians&#8217; work using various calendar views.<\/p>\n<\/div><\/section>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><h2>Roles<\/h2>\n<ul>\n<li><strong>Administrator<\/strong>: can view all work orders, preventive maintenance events, and assign a work order to any technician;<\/li>\n<li><strong>Maintenance manager<\/strong>: can only view work orders created by himself\/herself and those from the work center for which he\/she is responsible.<\/li>\n<\/ul>\n<\/div><\/section>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><h2>Structure<\/h2>\n<div>\n<p>The Planner is organized into two sections:<\/p>\n<ul>\n<li><strong>Filters<\/strong>: filters to apply to the data that will appear in the calendar views;<\/li>\n<li><strong>Calendar<\/strong>: This section can be divided into five views, with the default view being the <strong>Work Week<\/strong> view. The available views are:\n<ul>\n<li><strong>Day:<\/strong>\n<ul>\n<li>Displays assigned work orders, unassigned work orders, and preventive maintenance events for the <strong>selected day<\/strong>;<\/li>\n<li><strong>Start of the day<\/strong>: 6:00;<\/li>\n<li><strong>End of the day<\/strong>: 20:00;<\/li>\n<li>\u00a0 <strong>30-minute<\/strong> intervals.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Work Week:<\/strong>\n<ul>\n<li>Displays assigned work orders, unassigned work orders, and preventive maintenance events for the <strong>selected work week<\/strong>;<\/li>\n<li><strong>Start of the day<\/strong>: 6:00;<\/li>\n<li><strong>End of the day<\/strong>: 20:00;<\/li>\n<li><strong>30-minute<\/strong> intervals.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Week:<\/strong>\n<ul>\n<li>Displays assigned work orders, unassigned work orders, and preventive maintenance events for the <strong>selected week<\/strong>.<\/li>\n<li><strong>Start of the day<\/strong>: 6:00;<\/li>\n<li><strong>End of the day<\/strong>: 20:00;<\/li>\n<li><strong>30-minute<\/strong> intervals.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Month:<\/strong>\n<ul>\n<li>Displays assigned work orders, unassigned work orders, and preventive maintenance events for the <strong>selected month<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Schedule:<\/strong>\n<ul>\n<li>Displays work orders <strong>by technician<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<\/div><\/section>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><h2>Operations<\/h2>\n<p>Several operations can be performed directly in the Planner:<\/p>\n<\/div><\/section>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock kb_post_hidden_area '   itemprop=\"text\" ><h3>Assign work orders<\/h3>\n<p>There are two ways to assign work orders to employees:<\/p>\n<ul>\n<li><strong>Drag and drop<\/strong>:\n<ol>\n<li>On the <strong>Schedule<\/strong> tab, drag the WO to the desired technician;<\/li>\n<li>It is possible to assign the WO to <strong>several technicians<\/strong>, but <strong>not simultaneously<\/strong>. The assignment must be made <strong>technician by technician<\/strong>.<\/li>\n<\/ol>\n<\/li>\n<li>Through the <strong>context menu<\/strong>:\n<ol>\n<li><strong>Right-click<\/strong> on the desired work order, then select the <strong>Assign<\/strong> option;<\/li>\n<li>Select the <strong>employees<\/strong> to assign and click <strong>Save<\/strong>.<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n<\/div><\/section>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock kb_post_hidden_area '   itemprop=\"text\" ><h3>Remove assignments<\/h3>\n<p>It is possible to remove the assignment of a work order. There are two ways to do so:<\/p>\n<ul>\n<li><strong>Drag and drop<\/strong>:\n<ul>\n<li>In the <strong>Schedule<\/strong> tab, drag the WO to the <strong>Unassigned<\/strong> section. Or click on the WO number to view its details, then click on the <strong>Unassign<\/strong> icon <strong><a href=\"https:\/\/helpcenter.ila.cegid.com\/wp-content\/uploads\/icone-de-anular-atribuicao-VK.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-167946\" src=\"https:\/\/helpcenter.ila.cegid.com\/wp-content\/uploads\/icone-de-anular-atribuicao-VK.png\" alt=\"\" width=\"25\" height=\"31\" \/><\/a><\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li>Through the <strong>context menu<\/strong>:\n<ol>\n<li><strong>Right-click<\/strong> on the desired work order and then select the <strong>Assignment<\/strong> option;<\/li>\n<li>Remove the assignments.<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n<p><strong>Note<\/strong>: <strong>Unassigned<\/strong> work orders are displayed in <strong>gray<\/strong> and <strong>assigned<\/strong> work orders are displayed in <strong>blue<\/strong>.<\/p>\n<\/div><\/section>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock kb_post_hidden_area '   itemprop=\"text\" ><h3>View work order information<\/h3>\n<p>You can view the information for a work order by clicking on it. A pop-up window will appear with the following information:<\/p>\n<ul>\n<li>Expected date;<\/li>\n<li>Asset;<\/li>\n<li>Status;<\/li>\n<li>Priority;<\/li>\n<li>Responsible.<\/li>\n<\/ul>\n<\/div><\/section>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock kb_post_hidden_area '   itemprop=\"text\" ><h3>Create work orders<\/h3>\n<p>To create work orders, the following steps must be followed:<\/p>\n<ol>\n<li><strong>Right-click<\/strong> on the desired date\/time;<\/li>\n<li>Select the <strong>Create Work Order<\/strong> option;<\/li>\n<li>Fill in the fields on the panel displayed;<\/li>\n<li>Click on Save.<\/li>\n<\/ol>\n<p><strong>Note<\/strong>: you can quickly navigate to the current day by <strong>right-clicking<\/strong> on the desired date\/time and then selecting the <strong>Go to today<\/strong> option.<\/p>\n<\/div><\/section>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock kb_post_hidden_area '   itemprop=\"text\" ><h3>Edit work orders<\/h3>\n<p>To edit work orders, the following steps must be followed:<\/p>\n<ol>\n<li><strong>Right-click<\/strong> on the desired work order;<\/li>\n<li>Select the <strong>Edit Work Order<\/strong> option;<\/li>\n<li>Click on the desired operation:\n<ul>\n<li><strong>Edit<\/strong>: to make the desired <strong>changes<\/strong> to the work order;<\/li>\n<li><strong>Delete<\/strong>: to delete the work order, by selecting the trash can icon;<\/li>\n<li><strong>Attachments<\/strong>: to edit or add attachments to the work order;<\/li>\n<li><strong>Copy to New<\/strong>: to clone the record with a new key.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/div><\/section>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock kb_post_hidden_area '   itemprop=\"text\" ><h3>Create WO from preventive event<\/h3>\n<p>To create work orders through a preventive maintenance event, the following steps must be followed:<\/p>\n<ol>\n<li><strong>Right-click<\/strong> on the desired <strong>preventive<\/strong> maintenance;<\/li>\n<li>Select the <strong>Create Work Order<\/strong> option;<\/li>\n<li>The fields in the panel will be<strong> filled in automatically<\/strong>, but you can edit the information displayed;<\/li>\n<li>Click <strong>Save<\/strong>.<\/li>\n<\/ol>\n<\/div><\/section>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock kb_post_hidden_area '   itemprop=\"text\" ><h3>Disable preventive maintenance event<\/h3>\n<p>To disable a preventive maintenance event, you must follow these steps:<\/p>\n<ol>\n<li><strong>Right-click<\/strong> on the desired <strong>preventive<\/strong> maintenance;<\/li>\n<li>Select the <strong>Edit Preventive Maintenance Event<\/strong> option;<\/li>\n<li>In the panel displayed, uncheck the <strong>Active<\/strong> option.<\/li>\n<\/ol>\n<p><strong>Note<\/strong>: only 200 records are displayed in each view.<\/p>\n<\/div><\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":3515,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","tags":[8121],"mercados":[431,432],"categorias-valuekeep":[8118],"class_list":["post-150150","valuekeep","type-valuekeep","status-publish","hentry","tag-work-ordersplanner","mercados-pt","mercados-es","categorias-valuekeep-work-management-work-3"],"_links":{"self":[{"href":"https:\/\/helpcenter.ila.cegid.com\/en\/wp-json\/wp\/v2\/valuekeep\/150150","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/helpcenter.ila.cegid.com\/en\/wp-json\/wp\/v2\/valuekeep"}],"about":[{"href":"https:\/\/helpcenter.ila.cegid.com\/en\/wp-json\/wp\/v2\/types\/valuekeep"}],"author":[{"embeddable":true,"href":"https:\/\/helpcenter.ila.cegid.com\/en\/wp-json\/wp\/v2\/users\/3515"}],"replies":[{"embeddable":true,"href":"https:\/\/helpcenter.ila.cegid.com\/en\/wp-json\/wp\/v2\/comments?post=150150"}],"version-history":[{"count":0,"href":"https:\/\/helpcenter.ila.cegid.com\/en\/wp-json\/wp\/v2\/valuekeep\/150150\/revisions"}],"wp:attachment":[{"href":"https:\/\/helpcenter.ila.cegid.com\/en\/wp-json\/wp\/v2\/media?parent=150150"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/helpcenter.ila.cegid.com\/en\/wp-json\/wp\/v2\/tags?post=150150"},{"taxonomy":"mercados","embeddable":true,"href":"https:\/\/helpcenter.ila.cegid.com\/en\/wp-json\/wp\/v2\/mercados?post=150150"},{"taxonomy":"categorias-valuekeep","embeddable":true,"href":"https:\/\/helpcenter.ila.cegid.com\/en\/wp-json\/wp\/v2\/categorias-valuekeep?post=150150"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}