This function assists you in the organization of work orders:

• View and modification of the work order chronology in graphic mode,
• Estimation of the work load per day, week, or month,
• Assignment of the team according to the resources required for the work order.

Synopsis

Planning work order dates: macroplanning

A certain number of work orders have been validated. Start and end dates have been assigned to them and resources may already be anticipated: the discipline or team and/or work load have been specified.

For easy distribution of the work orders over time, use the GANTT chart: this allows you to drag the work orders graphically with a view by day, week, or month; see Planning [Macroplanning].

 

Assigning teams

Once the work order dates have been determined, they remain modifiable as long as the work order has not been started; you will distribute the work among various teams.
You may have specified the disciplines required for proper completion.

The team assignment table allows you to assign work orders to teams with a simple click while viewing:

• Resources that do not yet have an assigned team,
• The availabilities remaining for each range (day, week, month); see Planning [Team assignment].

 

Assigning technicians and material resources

Once you have filled in the work order dates and teams, you can complete the scheduling by assigning a technician and material resources to each of the anticipated resources by switching to the scheduling of resources from the Scheduling of resources list of actions. The work orders will be included in the basket of work orders of the open function.