1. Introduction

Repair and Maintenance>>R&M Calendar

The calendar is a visual planning tool showing how staff are allocated to internal jobs for each day.

1.1 Preparation

•Staff must be ticked as "Personnel/Timesheets" in Personnel module to appear in the calendar.

•Staff photos load in the calendar if they are available in Personnel module.

•Set workshop start time in More>>Parameters>>Default Values>>490

The "Personnel/Timesheets" flag must be ticked in Personnel for the person to appear in the calendar.

1.2 Key Points

In the calendar, jobs/people can be moved and changed by clicking and dragging/extending.

Calendar and Personnel tab in the job are linked - updating one updates the other.

It displays Pending, Active and Carried Forward jobs. When jobs are closed they are removed from the calendar.

Initially jobs are displayed based on:

•Job date

•Workshop start time (set using More>>Parameters>>Default Values>>490)

•Flat rate time from the service Kit if available, otherwise a default of 60 minutes

Adding Personnel to jobs updates these defaults based on the persons start time and duration.

1.3 Depots

The display changes for each Depot, so that each depot supervisor can manage their own team.

A "No Depot"option is also available if you do not use the Depot field in jobs.

2. Using the Calendar

If the depot has a large number of jobs per day, the Day View provides the clearest view.

Cant see your job in the calendar?  Check the correct Depot is selected at the top.

•Select your depot

•Choose which people you want to see in the calendar by ticking/unticking the people at the top

2.1 Allocating People to Jobs

The calendar and Personnel tab update each other.

•If you allocate someone to the job in the Personnel tab, the calendar is updated based on the person and times entered.

•Each person allocated to a job has their own calendar entry.

•The colour of the job matches the colour of the person's name at the top.

Updates to Timesheets do not affect the calendar because timesheets are retrospective and the calendar is for forward planning.

Updating the calendar or Personnel tab will update "Estimated Completion Time" in the job based on the last date/time found across all allocated personnel.

When jobs are closed, the job is removed from the calendar.

2.2 Viewing/Changing Details in the Calendar

The Personnel tab and the Calendar and linked, so changing times/dates in one will update the other.

•Place your mouse over a calendar entry to see details in a tool tip. "Total Personnel Time" is the sum of all people allocated to the job.

•Double click a calendar entry to change personnel and start/finish times.

•Click and drag to extend/move jobs in the calendar. This also updates the Personnel tab.

•Modifying records in the Personnel tab to update the calendar.

Select which personnel to see in calendar using the legend at the top.

Place your mouse over a job to see these details

End of Chapter

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