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How to use the Daily planning in Plan-IT Workshop?

With the daily planning, you can keep clockings of the operations that are being performed. With the clocking you will get a better insight in how much time an operation will actually take, and where it deviates from the earlier created planning, which will help schedule future operations more accurate.

Activate daily planning

Follow the below steps to activate the daily planning function:

  1. Click in the menubar on the option System.
  2. Select the option System settings.
  3. In the first row of tabs go to Settings.
  4. Then go to System in the second row of tabs.
  5. In the bottom of this window, put a check in the box with the option Daily planning.

Using daily planning

When you have activated the daily planning, in the menubar option File you will have the extra option Daily planning next to the option Planning board.

The Planning board window is used to make a planning of the work orders that need to be performed. The Daily planning window, which you can recognize by the blue color, is used to keep track of the actual performed operations. To the right is the Work stock column where all work orders appear that are scheduled on the current day in the planning board.

You place the work orders from the work stock column with a mechanic by clicking and dragging: navigate the mouse to the left side of a work order until the mouse pointer changes in a hand symbol. Click with the left mouse button and keep it pressed. Now move the mouse to the mechanic where you want to place the work order and let go of the left mouse button.

To move all work orders to the correct spot with the correct mechanic, you can also click the Planning overnemen button in the bottom of the daily planning window. This way, all work orders are placed how they are scheduled on the planning board with 1 click.

When a mechanic begins with the operations for a car, put the work order in the Daily planning window to the name of the mechanic. Then click with the right mouse button on the work order and select the option In progress. With this, you change the status of the work order to in progress and the clocking is activated and the time tracking starts.

When the mechanic has finished working on the car, click again with the right mouse button on the work order and select the option Mechanic finished. With this you change the status of the work order to mechanic finished and the time tracking stops.

You can select the status Work interrupted when the mechanic has to temporarily pause his work. The clocking stops and the remaining part of the work order moves along with the red line that represents the current time. The clocking will continue when you change the status to in progress again.

When the mechanic is working longer on a work order than initially scheduled, the part of the work order that takes longer will color red. This way you clearly see what operations take more time than what was scheduled previously.

View clockings

To view the clockings of a work order, click with the right mouse button on a work order in the planning board window and select the option SOLL/IST from the contextmenu that appears.

The Tijdregistratie overzicht window appears with the details of the clockings.

In the top part SOLL you can see the data how the work order was scheduled on the planning board.
In the bottom part IST are the data of the clockings.
By comparing these data you will gain insight how accurate the planning was and where there's room for improvement.

Display clockings on the plannig board

You can also activate an overview of the clockings on the planning board. Follow the below steps for that:

  1. Click in the menubar on the option System.
  2. Select the option System settings.
  3. In the first row of tabs go to Connections.
  4. Then go to Time management in the second row of tabs.
  5. Put a check in the box with the option Use Time management.

The clockings will now be shown in a bar underneath the work orders on the planning board. This bar starts at the moment when you put the status of a work order to In progress in the daily planning window, and follows the red timeline until you change the status of the work order to Mechanic finished.

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