Work order [Labour]

In this tab you fill in the planned human resources and certifications required (permits or diplomas, for example) for performance of the work order.

The form comprises two lists: planned time and certifications.
The completed times are filled in on the Work order [Occupations] tab.

The list of technicians can be added to/defined by graphical handling through the scheduling of resources.

The user can switch to scheduling of resources from the action menu of a work order: the scheduling of resources will then automatically filter the work order in the basket of work orders of the scheduling.
Technicians already on the list will also be highlighted.

Planned resources

A resource can be a technician, a discipline, or a team.
You can specify just the planned workload and possibly the date of the need.

Even if you do not yet know who will be working, you can specify just the team, discipline, or even just a number of hours.

To add a resource, click on the add icon .
→ A line is opened in creation mode.

Team: Team to be involved. Several different teams can be defined for the same work order If the technician is filled in, the team is the one to which he/she belongs.
Discipline: Discipline that will be involved. Several different disciplines can be defined for the same work order. If the technician is filled in, the discipline will be theirs.
Technician: Identifier of the technician. To be selected from the technicians corresponding to the team and/or the discipline that you have filled in.
Labor type: Labor type. Based on the labor reporting types. Only labor types associated with a work order can be selected.
Name: Optional comment about the resource need.
Date: Date when the resource is necessary. It must fall within the dates of the work order.
Time: Total workload of this resource (in man-hours) planned for this resource.

On a "To be scheduled" work order, if you modify the list of resources (add, change or delete a line), the "To be scheduled" box is automatically unchecked.

Certifications

A certification is a special skill that must be confirmed by one of the technicians of the work order.

To add a certification, click on the add icon .
→ A line is opened in creation mode. The certifications on the list must first be defined in CARL Source.

Certification: Identifier of the certification.
Name: Name of the certification, cannot be modified.
Type: Type of certification, cannot be modified.
Comment: Optional comment about the certification need.