How can I configure Plan-IT Online for lease vehicles?

When a customer indicates that they are using a lease vehicle, Plan-IT Online can display different types of services and options for replacement transport. These settings can be applied per branch or for the entire company. \n Activating the lease option \n To make use of the functionalities for lease drivers, this option must be activated. Since the lease question is asked on the page where the customer enters the vehicle registration number, it is configured in the Default branch. (The Global settings define which branch is the Default. If no branch is specified, the first branch will be used.) Note: If the online planner is directly linked to a specific branch, then the settings of that branch are always used. \n In the main menu, go to Lease → Settings \n \n Set the option No lease question to No . This question can also be made mandatory. To do so, also set Lease question mandatory to Yes . \n The customer is then required to indicate whether the vehicle is a lease vehicle. \n \n Configuring lease-specific services \n Create or select a service that should be shown or hidden for lease customers. \n In the main menu, go to Services → Overview to edit an existing service or create a new one via New , and configure it as desired. \n At the bottom, under Lease , specify whether the service should be shown for lease drivers. \n \n There are five options: \n \n \n No choice The service is always shown, regardless of whether the customer indicated that it’s a lease vehicle (default option). \n \n \n Business lease The service is only shown if the customer selected Business lease. \n \n \n Private lease The service is only shown if the customer selected Private lease. \n \n \n All lease The service is shown if the customer selected either Business or Private lease. \n \n \n No lease The service is only shown if the customer indicated that it is not a lease vehicle. \n \n \n Replacement transport for lease drivers \n Replacement transport options can also be shown or hidden for lease drivers. \n In the main menu, go to Replacement Transport → Overview to edit an existing option or create a new one via New , and configure it as needed. \n At the bottom, under Lease , specify whether the transport option should be shown for lease drivers. \n \n There are five options: \n \n \n No choice The transport option is always shown, regardless of whether the customer indicated that it’s a lease vehicle. \n \n \n Business lease The transport is only shown if the customer selected Business lease. \n \n \n Private lease The transport is only shown if the customer selected Private lease. \n \n \n All lease The transport is shown if the customer selected either Business or Private lease. \n \n \n No lease The transport is only shown if the customer indicated that it is not a lease vehicle. \n \n

How do I create my own option in the online planner?

The online planner asks the customer a number of questions to make a workshop reservation. Many of these options can be completely customised. However, there may be one question that is missing. Then you can create your own option. This can be created to your exact requirements. \n For example, where would the customer like to leave their car keys? \n \n \n Create an option \n Select Options → Settings \n \n \n Set Enable options to Yes \n Under Title , enter the question the customer will see \n Select whether the question is required for the customer to answer If the option is mandatory, the customer will see an asterisk after the title. \n Default Option , select the pre-populated answer if required \n Save the changes \n \n \n Answers \n From the main menu, select Options → New \n \n \n Order , change the location of the answer. Indicate the order with a number. If answers have the same number, they will be sorted alphabetically. \n Description , enter the answer the customer will be able to select \n If you want this answer to be visible only to a specific brand, select the MakeID \n Tick the Visible box \n Fill in the other fields if necessary: \n \n If you want the answer to be available in all establishments, select the Global box. \n Select the Not visible when waiting option to hide the answer if a customer has indicated they want to wait. \n The Code and Label fields can be used by a website builder to add additional logic to the options. \n \n \n Save the answer. You will then see an overview of all the answers you have created. \n \n \n Repeat the steps to create the other choices.

How can a replacement vehicle agreement be digitally signed? (Scrive)

To work paperlessly, Plan-IT Workshop allows the replacement vehicle agreement to be digitally signed and sent via email. \n Since version 7.191.4266 of Plan-IT Workshop, the replacement vehicle agreement can be digitally signed using Scrive. \n Enabling the Scrive Integration \n \n Go to System → System Settings → Integrations → Scrive in Plan-IT Workshop. \n Select the option to enable Scrive. \n Enter the Scrive login credentials. \n Save the changes. \n \n \n Then, go back to System Settings and choose Replacement Vehicle → Checkboxes . \n \n Select the export path where the agreement will be saved. \n \n \n \n In the Settings tab, ensure that the "Replacement vehicle document choice" is set to "Agreement 3". This agreement will automatically populate the mileage, date, and time. \n Save the changes. \n \n \n In Practice \n \n \n Create a work order with a replacement vehicle. Ensure the customer's email address is entered. \n \n \n \n \n \n When the customer picks up the vehicle, go to the Replacement Vehicle section. \n \n \n Right-click on the vehicle reservation and select Vehicle in use . \n \n \n \n Enter the mileage, fuel level, and any damage details. \n \n \n \n Right-click on the reservation again and choose Reservation . \n \n \n Check the details and select Signature . \n \n \n \n \n Verify the customer’s name and email address. \n \n If they are correct, click the Upload PDF to Scrive button to send the agreement to Scrive. \n The DocumentID and PIN will be automatically filled if the agreement has been correctly received by Scrive. \n \n \n Open the Scrive website or app to have the customer sign. \n \n Once the customer has provided a valid signature, Scrive will send the signed agreement with the verification document to both the customer and the workshop. In Plan-IT Workshop, you can use the Document Signed? button to check if a valid signature has been applied. \n \n \n \n \n \n \n \n The customer has provided a valid signature \n The customer has not provided or has given an invalid signature \n \n \n \n When the replacement vehicle is returned, the agreement can be re-signed in the same way.

How can a customer cancel an online appointment?

Plan-IT Online has a setting that allows customers the option to cancel an appointment made online. This helps prevent no-shows, ensuring that unnecessary gaps in the schedule are avoided. \n Enabling Appointment Cancellation \n \n Go to https ://www .plan -it -online .com and log in. \n Select the desired location from the top left. \n In the main menu, select Settings . \n Set the Cancel Appointment option to Yes . \n \n \n \n Save the changes \n The new option Minimum time for cancellation will appear. Here, you can specify the number of working days that must be between the appointment and the cancellation. \n \n In Practice \n When the customer books an online appointment, a confirmation email is sent, which includes a link that allows the customer to cancel the appointment. \n \n When the customer clicks this link, Plan-IT Online checks whether the appointment can still be cancelled. \n If the appointment can be cancelled, the customer will see the following message: \n \n The workshop will receive a Cancelled Appointment email containing the work details and customer information. Any reservation or work order on the schedule in Plan-IT Workshop will need to be manually removed. \n If the appointment can no longer be cancelled, the customer will see the following message: \n \n Custom Cancellation Page \n Instead of the standard cancellation page, you can create your own custom page. \n \n In the main menu, choose Texts/Email → Text Settings . \n Enter your custom page URL in the Cancel Page URL field. \n \n \n The response parameter indicates whether the appointment cancellation was successful. \n \n \n \n Response \n Description \n \n \n ?response =OK \n Appointment has been cancelled \n \n \n ?response =The appointment can no longer be cancelled online, please contact your dealer by phone . \n Minimum time has elapsed \n \n \n ?response =Appointment not found [{afspraakId}] \n Appointment not found \n \n \n

How do I add the SPF record for plan-it-online.com?

In order to send e-mail messages (appointment confirmations) to customers from Plan-IT Online, Plan-IT Test Drive Web, and Plan-IT Workshop Web, Plan-IT must be added to the SPF record of the mail server. This notifies the mail server that Plan-IT has permission to send emails to customers on behalf of your organization. \n \n To give Plan-IT this permission, add the following to the SPF record: include: spf.plan-it-online.com \n \n For example: \n v=spf1 include: spf.plan-it-online.com -all

What options are available for an activity in Plan-IT Online?

In Plan-IT Online, we are constantly adding new options to configure the activities: \n \n \n \n On this page we provide an explanation of the many options that can be configured in Plan-IT Online for the activities, and what effect these settings have. \n \n Description \n This is the name of the activity. \n \n Order \n To the left of the description is the field Order . A number can be entered here. The activities are sorted according to this order. When multiple activities have the same number, these activities are sorted in alphabetical order. It is also possible to enter a negative number. To put an activity above the first activity with order 1, you can enter 0, or even, for example, -3. \n \n Visible \n Below the description are a number of check marks. The first option is Visible . This option must be checked on to make the activity visible in the workshop planner. When this option is unchecked, the activity is not shown to customers. With this, an activity can be temporarily removed from the workshop planner, for example, without it having to delete it. This activity can then be quickly checked again later to add it back to the list of activities. \n \n Waits \n Put a check in the Waits checkbox to mark an activity as a wait option. This option is only available for checkbox activities. We advise you to create 1 activity with the name, for example, "I would like to keep waiting" where this option is checked. \n This choice is then shown in the workshop planner under the list of activities. When a customer activates this option, the normal preferred times are not shown, but a separate set of waiting times. The maximum number of waiters allowed at the same time can also be configured, so that the number of customers in the waiting area remains limited. In addition, an option can also be used to indicate that for customers who choose to wait, the replacement transport options will be skipped. \n \n \n \n No Friday / Saturday \n The options No Friday and No Saturday can be checked to ensure that an appointment where these activities are chosen by a customer cannot be scheduled on a Friday or Saturday. The workshop planner will then automatically show all Fridays or Saturdays as full, even if there would still be availability on those days. \n \n Global \n By checking the Global option, an activity is not only shown in the establishment where the activity was created, but also in all other establishments. This is especially useful if you want to offer the same activities in all establishments. You then only have to keep track of the activities in 1 establishment. If something has to be changed in the activity, then it only has to be done in 1 establishment. \n \n Remark \n Check this option to give customers the opportunity to enter a comment on this activity. When a customer selects this activity, a comment box is shown below the activity. For example, a customer can provide some additional explanation in this. \n \n \n \n \n \n With remark not checked: \n \n \n \n With remark checked on: \n \n \n \n \n \n \n Group / Extra groups \n In the Group field, a specialization can be selected for the activity. Plan-IT Online then only looks for the availability of the appointment at the technicians in Plan-IT Workshop to which this set group is also linked. This ensures that appointments with work that can only be performed by a limited number of technicians are only scheduled with those technicians. \n The field Extra groups can be used to link more than 1 group to an activity. \n \n Number of units \n Enter here how much time must be reserved for this activity in Plan-IT Workshop. The duration of a unit is determined by the size of the blocks in the mechanic's calendar in Plan-IT Workshop. See here for more information on unit size. \n \n Visible from / until \n Set a date range here if desired. The activity is then only shown when the current day falls within the set date range. Otherwise, the activity will be hidden. It is possible to leave the year empty, then the activity will return every year in the same period, for example for the summer check. It is also possible to leave the start date or end date empty, so this activity is displayed indefinitely from the entered start date or until the entered end date. \n This can be used, for example, to make seasonal work automatically appear and disappear. \n \n \n \n Plannable from / until \n A date range can be set here as well if desired. With this, you indicate when this activity can be planned. Days outside of this date range are automatically shown as unavailable, regardless of actual availability on those days. \n \n \n \n Mileage from / until \n Enter a Mileage from and Mileage until . Plan-IT Online will then only show the activity when the mileage that a customer enters in step 1 in the workshop planner falls within the mileage range set here. Otherwise, the activity will be hidden automatically. \n If 0 is entered as mileage, it will not be used for filtering. It is possible to only enter a Mileage from or Mileage until . \n \n \n \n Car age in years from / until \n If desired, a minimum and maximum age of a car can be entered here. This activity will then only be shown if the customer's car falls within the range entered here. \n You can also enter only a minimum age or only a maximum age of the car. \n The age of the car is calculated on the basis of the year of manufacture of the car, which Plan-IT Online receives from RDW, after the customer has entered the registration number. \n \n \n \n Price (from) \n A Price for the activity can be entered here. The entered price is then shown behind the activity. Check the option From to show the price as a starting price. \n \n \n \n \n \n With a price entered: \n \n \n \n With the option From checked on as well: \n \n \n \n \n \n \n Discount price (From) \n In addition to a price, a discount price can also be entered here if desired. The original price is then crossed out with the discount price next to it. Again, the option From can be checked. \n \n \n \n \n \n With a discount price entered: \n \n \n \n With the option From checked on as well: \n \n \n \n \n \n \n Code / Label \n In the field Code an attribute can be entered that an API builder can use to link actions to this activity. The code must be unique, so the same code cannot be used for two different activities. \n In the field Label an attribute can be entered that can be used from the API to link actions to a group of activities with the same label. The same label can therefore be used for several activities. \n \n Duration \n In the Duration field you can enter how much time the activity will take, in minutes. This length of time is used to inform web builders via the API how much time should be reserved for this activity. \n \n ExtraInfo \n In the ExtraInfo field, an additional explanation for the activity can be entered. An icon with a i will then be shown next to the activity. When a customer moves the mouse over this, the text entered here appears in a pop-up window. \n \n \n \n Day unavailable \n Set here how many working days should be closed by default for an appointment in which this activity is selected. When choosing a date, the planner will then show the number of working days set here as Full , regardless of whether there is still availability. \n \n Make \n A make can be selected here. The activity will then only be shown if the brand of the car whose registration number the customer has entered corresponds with the brand set here. When the customer has entered the registration number of a different make of car, this activity is hidden. \n \n Category \n Here you can choose a category for checkbox activities. Activities with the same set categories are displayed together in a submenu. \n API builders can also use the CategoryId to categorize certain activities. \n \n \n \n \n \n With a category closed: \n \n \n \n With a category opened: \n \n \n \n \n \n \n Last plan time \n A last scheduling time can be set here. When a customer selects this activity, when choosing a time for the appointment, no later time than this configured schedule time can be chosen, regardless of whether there is still availability after this time. \n \n Fuel type \n If desired, select a fuel type here. The activity is then only shown if the car, whose registration number has been entered by the customer, has this fuel type. Otherwise, the activity will not be displayed. If nothing is selected here, this will not be filtered. \n \n Type \n A specific car model can be entered here. The effectiveness is then only shown if the model of the car, whose registration number has been entered by the customer, meets this requirement. Multiple models can be specified, separated with a semicolon. \n \n Maximum count per day \n If desired, a maximum number of appointments per day can be entered here. When this maximum count is reached for a certain day, that day will be shown as full for customers who select this activity, regardless of the availability for that day. \n This only applies to the online appointments where activities with a maximum number per day have been selected. Appointments made outside the online workshop planner are not included in this. \n

How do I update an old version of Plan-IT Workshop to the new runtime?

Please contact Plan-IT so that we can adjust your license, so that the new version can be downloaded. \n \n Because this new version has an entire new runtime, it is important that you first read this new update procedure completely before you start the update. That's why we've put this update behind a license. \n \n \n All users need to close Plan-IT Workshop. \n All tasks linked to Plan-IT Workshop must be stopped (Wincar link, Autoline link, Maintenace.exe, etc.) \n Make a copy of the entire Plan-IT Workshop folder ( as a backup for when something goes wrong, but also as an extra check to see if anyone still has Plan-IT Workshop open. You cannot make a copy if there are still users in Plan-IT Workshop ) \n Log in on the server where Plan-IT Werkplaats is installed (not via the network). Right click on the Plan-IT Workshop shortcut (or on the planbord.exe in the Plan-ITPrograms folder) and select the option Run as administrator \n \n \n \n Log in with a user account with Master rights, then click on System in the menu bar and select the option Check for new version . \n \n \n \n Download the new version. This may take a while as it is a major update, please be patient and do not close the update. \n When the download is complete, the update window will confirm that the update has been installed correctly. \n \n \n \n Wait another 10 seconds and then click the OK button. Plan-IT Workshop will now start a script, which will unpack the new runtime and clean up the old runtime. So let this complete. \n \n \n \n When that is also completed, and the window has closed itself, Plan-IT Workshop has to be started again as administrator. Plan-IT Workshop will now perform the database update. \n When that is done, the login window will appear and the update itself is ready. Now check if everything is working properly. \n Then you have to start 1 time as administrator on each Terminal Server or Workstation Plan-IT Workshop ( Plan-IT is temporarily granted the rights to install the new dll's on the workstations where it is used. If you work with Terminal Servers, this must be done once on every TS where Plan-IT Workshop is being used. ) \n If you have tasks running somewhere for e.g. the Autoline connection (firedeamon services) then Plan-IT Workshop must also be started as administrator on this server. \n You can then start the tasks again. \n \n The update is now successfully completed. \n

How do I give partners access to the Plan-IT Online API?

Follow the below steps to give a partner access to your Plan-IT data: \n \n \n Go to https://www.plan-it-online.nl and log in with your credentials. \n In the menu to the left side, click on the option API-inloggegevens , and select the option Website API of CRM API \n \n \n Select Website API to give the partner access to the functionalities of Plan-IT Online to create a custom planner/lay-out. Select CRM API to make Plan-IT Workshop data available to the partner. \n \n \n In the right part of the window, in the field Partner , select the preferred partner that you want to give access to your data. \n In the field Description , you can enter something for yourself, t o help recognize this partner. \n When everything is entered as preferred, click on the Save button. \n \n \n \n The partner is added, and a username and password are generated. \n Provide this data to the partner. \n \n When you no longer wish the partner to have access to the Plan-IT Online data, because the collaboration has ended for example, then place a checkmark in the box with the option Inactive . \n \n

How do I import customers and registration numbers? (without DMS)

Besides a whole range of import formats of DMSes, Plan-IT Workshop also has a default import format. When you make sure that your file meets its conditions, you can import your customers and registration numbers in Plan-IT. \n \n Below is a description of the conditions that the file should have and how this works: \n \n \n The import file must be named Plan-IT.csv and must have fields separated by a ; (semicolon). \n \n \n All the fields must be present in the format and in this exact order: \n Kenteken (registration number Autotype (car type) DMS ID (customer number) Titel (title) Naam (name) Straat (street) Huisnummer (house number) Postcode (postal code) Stad (city) Telefoon (phone number, preferrably mobile) E-Mail (e-mail address) \n \n \n The file must be located in the Plan-IT\Import folder. When this folder does not yet exist, you can create it. \n \n \n \n Then go to the Plan-IT\Programs folder and run the program Import.exe . \n \n \n \n In the menubar, click on the option Systeem and select the option Import . \n \n \n The import will now run and your customer and registration number date will be imported in Plan-IT. You can do this as many times as you want. So if you regularly update the file with new customers and changes, they will be processed in Plan-IT with the next import. \n

How do I export data from Plan-IT Workshop?

It is possible in Plan-IT to export the most important data. Think of work order information, free days, calendar data, replacement car appointments, and occupation data. \n \n This can be done with the export.exe program: \n \n \n Open a Windows Explorer window (Windows key + E). \n Navigate to the Plan-IT \ Programs folder. \n Double click on the export.exe file to start the program. \n \n \n You can pass parameters to this Export.exe file: \n \n Parameter 1: starting month \n Parameter 2: end month \n Parameter 3: year \n Parameter 4: export occupation or other data (1 = Occupation, 0 = Other data, 2 = Capacity percentage, 3 = More and less time, 4 = Replacement car workorders, 5 = Clipboard ) \n The minimal export is 1 month. \n \n When you want to export March 2018 for instance, create a shortcut to the export.exe like this: \n export.exe 3 3 2018 0 \n \n When you double click the shortcut, several XML files are generated (KALENDER.XML, VERVANGENDVERVOER.XML, VRIJEDAGEN.XML, WERKORDERS.XML). \n These XML files are placed in the Plan-IT \ Data folder. \n \n When you want to export the occupation of January to June 2017, configure the export.exe shortcut like this: \n export.exe 1 6 2017 1 \n \n \n \n The file BEZETTING.XML is placed in the Plan-IT \ Data directory. \n

How do I configure the Leads functionality in Plan-IT Workshop?

Leads are potential future workshop visits. By foloowing up on leads you increase the chances that they will result in a workshop visit. \n \n Think for example of summer tyres with a low profile depth that you discover during the winter exchange. By creating a lead, Plan-IT will show a reminder that the summer tyres need to be replaced the next time when the customer visits the workshop (work order). \n \n When no workshop visit is scheduled before the lead becomes relevant, Plan-IT will automatically show the lead. You can then actively contact the customer to inform them about the potentiel changing of the tyres before it is time for the summer exchange. \n \n This will generate extra revenue, but also a happy customer. Because you are thinking along with the customer. \n \n \n Activating leads \n \n \n In the menubar, click on the option System . \n Select the option System settings . \n In the first row of tabs, go to Connections . \n Then go to Leads in the second row of tabs. \n Put a check in the box Activate l eads to turn on the leads functionality. \n \n \n Then there are the following options: \n \n \n Number of days a lead has to be visible. Specify how many days in advance a lead has to appear in the leads sidebar. You then has this many days to handle and process the lead. \n Number of months a lead has to be planned in the future. When you create a new lead, the date will automatically be enter according to this configured number of month from the end date of the work order. \n Number of days a lead can be manually moved. The final date of a lead has been chosen with care. So it is not meant to keep movinga lead once it has been created. With this setting you can limit how much a lead can be moved to another date. \n Background color leads. Select a backgrounfd color for the sidebar in which leads will be shown. \n \n \n Creating statuses \n \n A lead on the planning board can be given a status. U can fully configure what statuses you want to be using. The status will be shown with a small square on the lead on the planning board: \n \n You can create as many statuses as you want, but make sure that there is at least 1 status that has the option Ready turned on, and 1 that has the option Export turned on: \n \n Ready \n Sometimes a lead does not result in a work order when the lead is proecessed. By turning on the option Ready, you can create a status that will make sure that the lead disappears. (The lead will also not be included in the export). \n \n Export \n Leads that have expired but don't have the status ready yet (so leads that have not be processed in time) can be exported. After the export, the leads are modified to a status that has the option Export turned on. This ensures that the leads will not be included in the next export. \n \n The Export status will not be visible for users in Plan-IT , leads will be set to this status by Plan-IT. \n \n Creating categories \n \n Categories are similar with main operations for work orders in Plan-IT: these determine the background color of the lead. This way you can divide leads clearly in groups. \n \n You can create as many categories as you like. \n \n Important to mention with the categories is the Import option. Because you can import leads in Plan-IT. \n \n This way you can import a whole series of leads from the marketing department, that need to be processed by the establishment. When the category matches a category in Plan-IT that has the option import turned on while importing, the lead will automatically get the correct color. \n \n Extra functionality is that categories that have the Import option turned on, cannot be modified by users in Plan-IT. \n \n It is not possible for a user either to select a category that has the Import option turned on for manually created leads. \n \n So there is a clear separation between imported leads and manually created leads. \n \n Leads on the planning board \n \n When you turn on the leads option, a new sidebar appears to the right of the planning board where all rlevant leads will be shown. \n \n By clicking with the right mouse button on a lead, you can open it and view the details. \n \n \n Creating a new lead \n \n When you set the status of a work order to ready or collected, Plan-IT will check if a lead exists for the registration number in the work order. When this is not the case, a pop-up window will appear asking whether you want to create a new lead. \n \n When you have informed the customer that the profile of the tyres is just enough to pass the MOT test for example, but that these have to be replaced soon, you can create a lead for this (a reminder so that this will not be forgotten during the next visit, or when the visit does not happen you can contact the customer to make an appointment to have the tyres replaced). In the top right corner of the lead window, you can change the End date to the date to when you expect that the customer needs to return to have the tyres replaced. When this lead becomes relevant, it will become visible in the sidebar to the right next to the planning board. \n \n Another way to create leads is to import them. \n \n Import leads \n \n Its also possible to import leads in Plan-IT (for example by the marketing department). Think of situations such as MOT tests, tyre changes, or regular maintenance. You can import leads to your establishment that have to be processed within a certain period. \n \n When scheduling appointments, Plan-IT will automatically check if a lead if present for the registration number and report this as well. This way only the leads remain for which no appointment is created yet. These can then be contacted by the reseption. Ultimately these leads will result in a work order or the customer not being interested instead. \n \n To be able to import leads in Plan-IT, create a Leads folder inside the Plan-IT folder. Then create a file with the name Lead.csv inside this new folder: \n \n The file must be filled as such: \n \n Give the file the following fields, separated by a ; semicolon: \n Kenteken \n Uiterste Opvolgdatum \n Plan-IT vestigingsnummer \n Achternaam \n E-Mail \n Telefoonnummer \n Project (Categorie) \n Opmerking \n \n You can then perform the import by going to the folder Plan-IT\Programs and double clicking on the file Import_Leads.exe . All leads in the file Lead.csv will be imported in Plan-IT. \n \n \n Export expired leads \n \n Leads that are not followed up before the final date is expired disappear from the sidebar next to the planning board window. Another department, for example your customer contact center, will then still have to process the leads. To be able to do this, you can easily export all expired leads. \n \n To do this, start the program Export_Leads.exe that is located in the Plan-IT\Programs folder: \n \n When you run this program, Plan-IT generates the file Leadsexport.csv in the Plan-IT\Leads folder, and Plan-IT changes the status of all exported leads to the status exported. This prevents the leads from being included in another export, the next time when you run the Export_Leads.exe program again. \n \n It's up to the organisation to follow up on the exported leads. The file Leadsexport.csv has a specific layout and can easily be opened in Microsoft Excel for example. \n \n The file has to be deleted after it is handled by the organization. When you don't delete the file and run another export, Plan-IT generates a second file with the export date added to the filename (to make sure that no leads will be overwritten when you accidently run the Export_Leads.exe program twice). \n \n Delete leads \n \n When you create a new work order, Plan-IT checks if there is already a lead for the registration number in the work order. The user automatically gets an overview of all leads for this registration number. \n \n Here you can delete the leads that are no longer relevant with the ceration of the new work order. You will leave the leads that are not handled with creating the new work order (or you inform the custoimer about it and try to have the lead included in the work order). By selecting a lead and clicking on the Edit button, you can delete a lead. \n \n \n Print leads \n \n In the sidebar to the right of the planning board, all upcoming leads are clearly visible. Still, some users prefer to print leads on paper (to be able to make notes). With the Daily lists button that is located in the bottom left of the screen, you can print upcoming leads in a list. \n \n \n

With VPS (Volvo Personal Service) two mechanics are working on the car at the same time. They perform all repairs and checks together. Because of that, a VPS work order needs to be scheduled on two emplyees in Plan-IT. \n \n Activate VPS \n \n Follow the below steps to activate the VPS functionality: \n \n \n Click in the menubar op the option System . \n Select the option System settings . \n Go to the tab Connections . \n Put a check in the box with the option VPS aanzetten (Activate VPS). \n \n \n \n Link employees \n \n After that, the employees need to be linked to each other, open the VPS calendar to do that. \n \n \n Click on an employee with the right mouse button. \n In the context menu that appears, select the option VPS Calendar . \n \n \n The VPS Agenda window appears, with the employee selected on which you have clicked with the right mouse button: \n \n Click on a day in the roster of another employee now to link them to the selected employee. A block appears on that day for the other employee and the selected employee. \n \n To select multiple days at the same time, click on a day and keep the left mouse button pressed, and move the mouse to the right. \n \n Release the mouse button when the red bar is over the preferred number of days. The red bar disappears and the employee is linked to the selected employee for those days. \n \n To delete the linked days again, click on the preferred day, keep the left mouse button pressed and move the mouse to the left. \n \n Click on another employee in the left column to select them and to link other employees to them: \n \n It is also possible to link more employees to each other if you prefer that: \n \n Click on the Close button to close the VPS Agenda window again when all employees are linked to your liking. \n \n When you move the mouse over the planboard now, a label appears next to the mouse cursor to indicate which employees are linked to each other: \n \n The green box behind the name indicates that the linked employee is available on this day and time and that a VPS work order can be scheduled here. When another work order is already scheduled for the linked employee on that time, the box will turn red: \n \n \n Schedule VPS work order \n \n There is an extra option in work orders now to indicate that the work order is a VPS. \n \n When you import a work order from the DMS and you put a check in the box with the VPS option, the operation time is divided between all linked employees. You can recognize VPS work orders on the planboard by the white bar. In the topleft corner of the VPS work order is also a label with an H for the head employee and an E with the extra employees. \n \n It is also possible to turn off the VPS option at a later time. The work order then takes the original time duration again and disappears for the linked employees. \n \n The system also keeps the VPS option into account when moving work orders. The total operation time remains the same. \n

How do I change the text for the Watch Out checkbox?

The Plan-IT work order has a checkbox with the name Watch out : \n \n When this option is turned on, the work order is displayed shaded: \n \n \n Change the text of the checkbox \n \n You can edit the text of the checkbox, so that you can use this option for a specific function. The text can be customised freely (do not use too many characters, because the text is trimmed then). \n \n Follow the below steps to edit the text: \n \n \n In the menubar, click on the option System . \n Select the option Management . \n Click with the right mouse button on the green Plan-IT bar . \n Go to the tab Checks . \n In the last option Change the text of the 'Watch out' checkbox you can enter your own text for the checkbox: \n \n \n When you open a work order now, you will see that the text for the Watch out checkbox has been changed: \n \n Keep in mind that this is a global setting. The text will be changed in all establishments. You need Master rights to be able to change the text. \n

How does the management window work?

In the manamegement section you can manage establishments, brands, users, and rights, and connect to DMS systems. \n \n The number of establishments and brands is limited by the license. Users can be added freely, however the maximum number of users that can log in to Plan-IT simultaneously is limited by the license. \n \n Open management window \n \n To be able to open the management window, you need Master rights in Plan-IT. \n \n Click in the menubar on the option System . \n Select the option Management . \n \n The management window appears: \n \n The Management window consists of the following parts: \n \n \n In the top is the green Plan-IT bar . \n Under that are the several establishments (yellow) and brands (blue). \n Under the black line are all users listed. The color of the users is determined by the rights that they have. \n In the bottom right corner are buttons to go to the User section or to Close the window. \n \n \n Establishments and brands \n \n Establishments are the locations you are managing. When you want to manage more that 1 location you can keep the planning of different locations separated in Plan-IT by adding multiple establishments. How many establishments you can add depends on your Plan-IT license. \n \n Add establishment \n \n To add an extra establishment, click with the right mouse button on the green Plan-IT bar and select the option Add Establishment . \n \n The Add establishment window appears. \n \n \n Enter the name of the establishment that you want to add in the Establishment field. \n In the Cust. database you can select whether you want to use an existing database or your own customer database for the new establishment. \n In the DMS link field , you can select a DMS that you want to use for this establishment. When you select a DMS here, it will overrule the global setting. \n In the fields Import and Export , specify the location where the DMS-system and Plan-IT should place the files for the connection. When you leave the Export field empty, the location of the field Import is used for both. \n \n \n When everything is configured to your liking, click on the Save button to add the establishment to the system. \n \n When more than 1 establishment is added, users can switch between all establishments they have access to in the bottom of the planboard window. \n \n Edit establishment \n \n To edit an establishment, click in the management window with the right mouse button on an establishment and select the option Edit from the context menu. \n \n The Edit establishment window opens with all entered data. \n \n Edit the preferred data and click on the Save button to apply the changes. \n \n Switch off establishment \n \n It is not possible to delete an establishment, but you can put an establishment Inactive . \n \n To make an establishment inactive, click in the management window with the right mouse button on an establishment and select the option Switch off in the context menu. \n \n In the pop-up window that appears, click on the Yes button to confirm the switching off. \n \n You need to close and restart Plan-IT to apply the changes. The establishment will be shown grey in the management window and cannot be selected anymore in the planboard window. \n \n To switch on the establishment again, click in the management window with the right mouse button on the inactive establishment and select the option Switch on in the context menu. \n \n \n Add brand \n Because brands are always linked to establishments, adding brands is done via establishments. Click in the management window with the right mouse button om the establishment for which you want to add a brand and select the option Add Brand . \n \n Editing and switching off brands works in the same way as editing and switching off establishments. \n \n Users \n \n To add a new user, click with the right mouse button on the green Plan-IT bar and select the option Add user . \n \n The Add user window appears: \n \n \n In the Log-in field, enter what you want to name the new user. This is the username that the user will need to enter in the login screen. \n In the Password field, enter the password for the user. \n When everything is filled in to your liking, click on the Save button. \n \n \n \n Give users rights \n \n After creating a new user, it is listed in all establishments and brands, but is set by default to Not visible . Give the user rights to have them view data or perform actions in establishments and brands. \n \n There are different rights levels, and only a user with Master rights can change the rights of other users. \n \n In the Management window, click on the establishment or brand where you want to give the new user rights. \n \n A list apears with all users underneath each other. The color and the letter in the bottom right corner of the user box indicate what rights they currently have. \n \n The following rights profiles exist within Plan-IT: \n \n \n \n \n Not visible: \n this user can not login to this establishment. (Color is greyand there is an N in the bottom right corner). \n \n \n View: \n this user can log in, but only view data. (Color is orange and there is a B in the bottom right corner). \n \n \n User: \n can schedule, edit, and delete work orders. However there are no rights to edit baset settings or system settings. (Color is green and there is a G in the bottom right corner). \n \n \n User +: \n has the same rights as a regular user, but there are additional rights that can be enabled in the Systemsettings for this rights level. (Color is light green and there is a G+ in the bottom right corner). \n \n \n Administrator: \n has rights to edit/add system settings and base settings but has no access to the Management section. (Color is red and there is an A in the bottom right corner). \n \n \n Master: \n has all rights within an establishment and also has access to the Management section. (Color is yellow/green and there is an M in the bottom right corner). \n \n \n Default establishment: \n with this option, you can select an establishment which the user will start from when logging in. (The letter D appears in the top left corner). When no default establishment is selected, Plan-IT will start with the first active establishment in which the user has rights. \n \n \n \n \n To give a user rights in the selected establishment or brand, click with the right mouse button on the user and select the preferred rights level in the context menu. You can assign a different rights level for each establishment or brand for the same user. \n \n \n Edit or delete user \n \n To edit the details of a user, click on the User button in the bottom right corner of the management window to switch to the user section. Instead of the establishments and brands, you now see the users in the top of the window. \n \n Select a user by clicking on it with the left mouse button. Then click on it with the right mouse button and select the Edit user option to edit the details. \n \n You can also delete a user in the user section by clicking on a user with the right mouse button and select the option Delete user . Click on the Yes button in the pop-up window that appears to confirm deleting the user. \n \n \n Systemsettings \n \n In the systemsettings you can manage global settings of Plan-IT. These apply to all establishments in Plan-IT. \n \n Click with the right mouse button on the green Plan-IT bar and select the option Systemsettings in the context menu to open the system settings of the management window. \n \n The System window appears: \n \n In the top of this window is the option Hide users at log-in . Activate this option to have users type in their user name instead of selecting it from a list. Having to type in your username is safer than being able to setect it from a list. \n \n Below that you can select a DMS link . Contact us when your DMS is not listed in the dropdown list. \n \n In the fields Import and Export , enter the folders in which the DMS places the XML files. When you leave the Export field empty, the folder in the Import field is also used for the export. \n \n When starting Plan-IT Workshop, once a day an integrity check is performed that checks if all work orders meet all conditions. By putting a check in the box with the Do not perform integrity check at startup option, this automatic check is turned off. The integrity check can then be manually performed with a button in the System settings. \n \n With the Activate logging option, you can indicate if the system should keep a logfile of performed actions, such as creating, editing, and deleting work orders. It can also be found back in the logfile which user has performed the action. \n \n Turn on the Close Plan-IT without question option to be able to close Plan-IT Workshop without showing a confirmation window. \n \n Turn on the High Integrity option on to have Plan-IT perform an extra check when saving and editing work orders before it is written to the database. This helps to prevent indexing issues with certain networks. \n \n To turn on this option, create a Highintegrity.ini file in the JDSPlan-ITPrograms folder with the following lines of text: \n \n [Integrity] \n High=On \n \n The Debug mode webservices option is to research errors in webservice calls. With this debug option you can check what Plan-IT is sending and receiving. \n \n Tyre manager \n \n Put a check in the box with the Tyre manager option to turn it on. With the tyre manager function, you can monitor the profile depth of tyres and when summer or winter tyres need to be changed. \n \n You can specify the months when the Summer and Winter season start and end. When scheduling a work order, the system will then give a reminder when it is time to change the tyres. \n \n Put a check in the box with the Register profile option conditions when you want the system to give an indication at which profile depth a tyre should be replaced. You can enter the number of millimetres when a profile is safe or unsafe. This can be entered separately for summer and winter tyres. \n \n Besides that there are several options for the tyre manager that you can turn on or off. \n \n By turning on the Register make tyres option, you can enter the brand of the stored tyres in the tyre manager. This will make it easier to find them back in storage. \n \n Put a check in the box with the Storage location can be entered manually option when you want the option to enter the location manually instead of having to select it from a list. \n \n With the Storage location mandatory option, you can make it mandatory for users to enter a location when entering tyres. \n \n With the Disable OK / NOK check option, you can disable the mandatory entering wether the tyres are OK. \n \n With the options Fill End Storage remark and Fill storage remark , you can make it mandatory for users to enter a remark when storing tyres or taking tyres out of storage. With these options turned off, a remark is optional. \n \n In the Print field, you can indicate in what format the labels and the tyrepass needs to be printed. \n \n Tyrepass \n \n In the tab file Tyrepass , you can enter the conditions that count for customers that use the tyrepass. \n \n Checks \n \n In the Checks tab, you can turn off several options of the Work order window. When you turn on an option in this tab file, that option will not be shown anymore in new and existing work orders. \n \n \n User + \n The tab file User + contains several options with which you can give users with this rights profile extra priviliges. This way you can configure the User + rights profile completely to your liking. \n \n Tgiggers \n \n By configuring triggers, you make sure that when selecting certain operations in work orders, the options Internal order , MOT , or Change tyres are automatically turned on. This way you prevent that users accidently forget to turn on an option. For more information, check the page Triggers . \n \n You can also view the below demonstration video: \n \n \n

How do I enable High Integrity in Plan-IT Workshop?

Enabling High Integrity in Plan-IT means that when you save and modify work orders, Plan-IT performs an extra check before it writes to the database. \n \n This can help prevent indexing problems with some networks. \n \n When you have the latest version of Plan-IT (from version 5.171.7100) you can enable this option. \n \n \n In the menubar, click on the option Systeem \n Select the option Management . \n Click with the right mouse button on the green Plan-IT bar and select the option Systemsettings . \n Put a check in the box with the option High Integrity . \n \n \n \n \n \n After you have enabled this option, all users have to close and restart Plan-IT for the changes to take effect. \n \n Keep in mind that Plan-IT may become a bit slower because it will perform extra checks on the database. \n

What does the Snap to Grid option do?

In Plan-IT you can move work orders by clicking and dragging. When the mouse pointer is on a work order, click with the left mouse button and keep te button pressed. By moving the mouse now, you can drag the work order to another position. Release the left mouse button when the work order is on the preferred position. \n \n However when you release the work order while it is above another work order, Plan_IT will give an error message that the work order cannot be moved: \n \n So you will have to place the work order very precisely behind another work order. To solve this, you can turn on the Snap to grid option. With this option turned on, you don;'t have to place work orders so precisely. Plan-IT will make sure that the work order is put on the correct position automatically. \n \n Turn on Snap to grid \n \n \n In the menubar, click on the option System . \n Select the option System settings . \n The first row of tabs opens to Settings . \n Go in the second row of tabs to System . \n Turn on the option Snap to Grid that is licated to the bottom of this window. \n \n \n When you have turned on this option, and you release a work order on top of another one, Plan-IT will place the work order on the first available time after the work order. \n \n The below video demonstrates how this works: \n \n \n

How do I delete old data from Plan-IT Workshop?

Having a lot of old data in Plan-IT can impact the performance of Plan-IT. By deleting old work orders, calendars, days off, reservations etc. once in a while with the cleanup option, Plan-it may work faster. Follow the below steps to perform a cleanup: \n \n \n Click in the menubar on the option System . \n Select the option System settings . \n Go to the tab System . \n Click in the topright corner of the window where you are now on the button Cleanup . \n \n \n The Clear data window appears. The top part is for deleting old data. \n \n \n Click on the button to select the date you want. We advise a date of 6 months ago. \n Click on the button Cleanup . \n \n The system starts deleting all data older than the specified date. This may take a while, especially when it's the first time that you perform the cleanup. The cleanup process finished when the small windows disappears. \n \n

How to configure the RentWise connection?

Contact your supplier to activate the RentWise connection in Plan-IT.They will update your licenseand activate the RentWise connection. \n \n Follow below steps to properly configure Plan-IT, to have the information forwarded to RentWise: \n \n Link establishment \n \n First of all you have to link each Plan-IT establishment with the corresponding establishment in RentWise. \n \n \n In the menubar click on the option System . \n Select the option Management . The management window appears with an overview of all establishments and brands in Plan-IT. \n Click with the left mouse button on the establishmentthat you want to connect to RentWise to select it. \n Then click with the right mouse button and select the option Edit . \n \n \n The Edit establishment window appears with the details of the establishment. In the field RentWise Filiaal , enter the establishment of RentWise (contact RentWise when you dont know what your RentWise establishment is). Click on the Save button when you have entered the correct rentWise establishment. \n \n In Plan-IT it is now known which Plan-IT establishment is linked to which RentWise establishment. \n \n Activate RentWise \n \n The next step is indicating that you want to make use of the RentWise connection. You can configure this for each Plan-IT establishment separately. \n \n \n Click in the menubar on the option System . \n Select the option System settings . \n In the first row of tabs, go to Connections . \n Then go to RentWise in the second row of tabs. \n Put a check in the box with the option RentWise aanzetten to activate the connection. \n \n \n \n In the Database field, enter the name of the database in RentWise. You can find the RentWise database name in the top left corner of the RentWise window: \n \n \n When all data is entered in Plan-IT, click on the Save button and the connection is activated. From that moment, you no longer use the replacement cars from Plan-IT, but you are immediately linked to the replacement cars of RentWise. \n \n Make sure that on every computer that is used for Plan-IT, RentWise has to be installed as well, or the connection will not work. \n \n Using RentWise \n \n When you turn on replacement car option in a work order now and you click on the button, instead of the Plan-IT replacement car window opening, you are immediately taken to the RentWise replacement cars window. \n \n

How to configure the Afas connection?

Since January 2017 Plan-IT has developed a connection with Afas in collaboration with Forque . With this connection, the calendar and days off can be collected from Afas and sent to Plan-IT. \n \n This connection can be configured in the Windows Task Scheduled to run every night or once per week. \n \n In this FAQ we will explain how the connection needs to be configured in Plan-IT: \n \n \n In the menubar, click on the option File . \n Select the option Employee . \n The employee window appears. In the field Name, click at the right on the button to select an employee. \n Then enter the employee code of Afas in the field External no . Only the data of employees where the external number is entered will be collected from Afas. \n \n \n \n Open a Windows Explorer window (Windows key + E). \n Go to the folder Plan-ITPrograms . \n Create the file Afas.ini . \n \n \n \n Put the following text in the Afas.ini file: \n \n \n \n Webservice = the Afas web address that should be entered here will be provided by Forque \n Token = The code to connect with Afas that should be entered here will be provided by Forque \n ConnectId = the code to recognize who wants to connect with Afas, will be provided by Forque \n BloksInMinutes = here you can configure how large the blocks of working time are, when you work with Plan-IT Online on time. Plan-IT will then automatically create the correct blocks. When you don't work with the Plan-IT Online on time module you can leave this empty. When you are not sure what to enter, please contact us to ask. \n \n \n Start the Afas connection \n You can now start the Afas connection: \n \n \n Open a Windows Explorer window (Windows key + E). \n Go to the folder Plan-ITPrograms . \n Start the program Afas_Koppeling.exe . \n \n \n When you start it, the details from the Afas.ini file will be entered in the fields. Click on the button Afas bezetting ophalen . \n \n When you are happy with the results, you can add this Afas_Koppeling.exeto the Windows Task Scheduler. Ask your system administrator to configure this. Pass parameter 1 along in the Windows Task Manager. This will let Plan-IT know that the Afas_Koppeling.exe is started as a task. This will make it start automatically and also close automatically when it is done. \n \n Our advise is to let it run somewhere during the night, because this connection has to process a large amount of data, and can impact the performance noticable . When there are frequent changes in the calendars, we advice to let it run every night. \n \n It's important to realize that Afas will become leading in regards to days off and the calendar. Days off that you have added manually to Plan-IT and that are not present in Afas will be deleted. \n \n For more information about the Afas side of the connection, you can contact Forque . \n

How do I use the CaRe-Mail email addresses instead of those from a DMS?

When importing work orders from a DMS, the e-mail adresses of customer from the DMS have priority over the e-mail addresses that are in Plan-IT. E-mail addresses from a DMS are always leading. \n \n The e-mail address that is saved in Plan-IT is only used when you manually create a work order in Plan-IT without importing a work order from a DMS. \n \n In the Plan-IT settings for CaRe-Mail, there are however 2 options that can give e-mail addresses from CaRe-Mail priority over the e-mail addresses from the DMS: \n \n \n Click in the menubar on the option System . \n Select the option System settings . \n In the top row of tabs, go to Connections . \n Then go to CaRe-Mail in the second row of tabs. \n Check the options Always use CaRe-Mail e-mail address and CaRe-Mail als bron gebruiken voor de klantgegevens . \n \n \n When 1 of these options is acivated, the e-mail addresses from CaRe-Mail are used instead of those from the DMS. Make sure to remove the checks from both of these options to make the e-mail addresses from the DMS leading. \n

How do I turn off Autoline's Laatbak function?

When you work with Plan-IT, you no longer need to work with the ‘laatbak’ of Autoline. This saves a lot of work with creating a work order in Autoline. \n \n You can turn off the ‘laatbak’ in Autoline with the following steps: \n \n \n Go to the module Urenverantwoording . \n Then select the preferred establishment. \n Open de option Menu - Systeemfuncties . \n Then go to the option Systeemparameters . \n In the section Diversen , remove the check from the box with the option Actieve toekomstplanning . \n \n \n When you have turned off the ‘laatbak’ in Autoline, making the job lines clockable works as such: \n \n Job lines change from status "M" to "B" when you select the key "in". \n \n When the key is already "In" with extending morework, extra operations are loaded with status "M". Lines with the status "M' are not clockable and do not appear in the clock of Autoline either. \n \n In practise, a mechanic clocks on the work order after extending where there's a line with the status " B" and starts working on the car. When converting the time, the used time is divided over the activities that are in the work order, also over the activities with the status "M". \n

How do I configure the link with Autoline using the PON webservice?

Since Plan-IT version 5.171.7825 (january 2017) it is possible to report the appointment date back to Autoline. This makes the combination of Plan-IT and Autoline very strong. Because it is not needed anymore to plan via the ‘Laatbak’. This whole part can be skipped in Autoline. \n This way the users can create a work order much faster and with fewer clicks. \n \n Autoline settings \n \n First, you can turn off the ‘Laatbak’ in Autoline. (Contact CDK first to ask them what will be the consequences for your organization). \n \n Turning off the ‘Laatbak’ can be done by the dealer, this is a parameter in the Systemparameters of Time accounting (Urenverantwoording) and can be found as such: \n \n \n Click in the main menu on the option Urenverantwoording \n Select the option Filiaal \n Go in the menu to the option Systeemfuncties \n Select the option Systeemparameters \n In the section Diversen turn off the parameter Actieve toekomstplanning \n \n By turning off this parameter, the planning is activated. \n \n You can now create a work order in Autoline. When saving the work order, it is sent to Plan-IT. It is scheduled in Plan-IT, and the data is Autoline is updated. You can now move the work order in Plan-IT and the planning date will be updated automatically in Autoline. Because of this it will always be in sync and it becomes much easier to move an appointment to another date. \n \n When the customer delivers their car, the work order becomes scannable when it is reported 'key in'. \n \n Below is a video how the returning back works: \n \n \n \n Settings in Plan-IT \n \n Follow the below steps to configure everything in Plan-IT: \n \n \n In the menubar, click on the option System . \n Select the option System settings . \n In the first row of tabs, go to Connections . \n In the DMS tab, turn on the option PON terugkoppeling Autoline webservice aanzetten . \n Enter the data for returning back. You can receive the inforation that you have to enter here from PON. \n \n \n It's important to coordinate this with all parties (PON, CDK, Plan-IT, your internal organization) before configuring this. \n \n What does Plan-IT return back to Autoline \n \n When it is a Time appointment in Plan-IT, the information about the time appointment is returned back to Autoline. So the starting date, end date, starting time, end time of the time appointment. \n \n When it is a customer waiting in Plan,IT, the starting date of the scheduled work order and the waiting time that is entered in Plan-IT are returned back to Autoline as starting time and total time of the work order. \n \n When it is a deadline , Plan-IT returns back the starting time of the working day (8:00) and the end time that is entered as deadline time. \n \n Since Plan-IT version v5.171.8713 also the times for collecting and returning cars or customers can be returned back. You can configure with a system setting per establishment whether you want to make use of this. \n \n There is an extra check in Plan-IT whether the data is entered properly. So when a value is not entered somewhere, Plan-IT automatically takes a superceding value from the work order (scheduled date, starting time, end time, etc) \n

How can I collect Autoline work orders faster using ODBC?

At this moment work orders are collected from Autoline via ODBC. \n \n To make sure that all changes are included properly we have to check back in time a bit to collect all information properly. Because Autoline generates a log when the work order is opened. Through this log we check if there are changes in Autoline. We do this to make the query as efficient as possible and not burden Autoline more than needed. \n \n The problem is in the difference between when the work order is opened and when the changes are actually made in the work order. We have to check back the difference in time in Autoline. \n \n We used to check back 30 minutes in time. Because the amount of dealers that switched to Autoline was becoming bigger and bigger, and the OBDC connection slower and slower because of that, we have set this back to 5 minutes by default. \n \n At the same time we have added the possibility for you, as a dealer, to be able to indicate how far Plan-IThad to check back in history. This can even be set back to 15 seconds. \n \n This was the connection with Autoline will be much faster. However the problem is that the work order is not always sent over (the shorter the time, the better the work order has to be created in Autoline). The dealer can change this time themselves to find the perfect balance in time and speed for their organization (when a work order is not sent over, it can very simply be opened again it Autoline and it will be sent over immediately to Plan-IT). \n \n Benefits: The connection is much faster when the time is set to 5 minutes. In 90-95% of the situations a work order will be created correctly in Autoline and you will have this benefit. \n \n Downsides: It can happen that a work order is not visible in the import list. The work order needs to be opened in Autoline again and it will be sent over. When a work order is saved in Autoline and it is not in the import list after 30 seconds, you need to open the work order in Autoline once more and it will be visible in the import list then. \n \n How can you configure this? \n \n In the Data directory of Plan-IT is the file Autoline.txt . On the 4th line you can enter a value of how many seconds Plan-IT needs to check back in time for Autoline work orders. The minimal value is 15. You need to decide what is best for your own organization. By default, Plan-IT works with 300 seconden (5 minutes) when no value is entered on the 4th line. \n \n You should think in values of 30, 60, or 120 seconds to make the connection faster. \n \n However when you have to reopen a work order to often before it is visible in the import list of Plan-IT, you can choose to let the connection check back further in time. Especially when you are not noticing any speed issues. Think of values of 600 seconds (10 minutes) or 1800 seconds (30 minutes). \n \n

What are the program options of Autoline_JaarKalenderRun?

The Autoline_JaarKalenderRun.exe program is used to collect the active work schedule of the mechanics from Autoline. This function overwrites the calendar of Plan-IT with the calendar from Autoline. With the use of parameters, the function can be used for several purposes. \n \n Attention : this program must be started on the server where the ODBC is running. \n \n Below is a description pf the parameters and when you can use which settings. \n \n Parameter 1: This parameter is to specify wether a centralized or decentralized calendar file is used in Autoline. These are the options: \n \n 0 = Work schedule is managed per establishment in Autoline. 1 = Work schedule is managed centralized in Autoline. \n \n Parameter 2: This parameter is to specify how much logging you want to see when the service is running. This logging can be used for debugging. There are several options: \n \n 1 = Minimal logging (only that the service is started or accidently stopped) 2 = Maximum logging (here the system will give detailed feedback what queries are used and what is the response of Autoline) \n \n Parameter 3 : This parameter is to specify what type of database name is used by Autoline. This parameter is always 0 (because this is no longer specified with a parameter value, but instead in the the ODBC connection) \n \n Parameter 4 : This parameter is to specify how many days need to be collected from Autoline. There are several possibilities. Each possibility can be used for a certain reason: \n \n 1 = Today + 2 days in the future (this could be started each morning via Windows task scheduler for example. The first 2 days in the future will then always be the same in Autoline and Plan-IT) 2 = System setting several months in advance. (This could be started each weekend via Windows task scheduler for example. The calendar in Plan-IT will then be the same as in Autoline for the next few weeks) 3 = Rest of the year. (This could be started once per month via Windows task scheduler for example. If someone would get a different work schedule in the future, it will also be correct in Plan-IT) \n \n Parameter 5 : This parameter is to specify whether a work order should be blacked out (and be included on the differences list) when the calendar is changed in such a way that the work order would not be possible with the new calendar. \n \n 0 = The option is turned on, work orders will become black when they fall outside the new work schedule and are put on the differences list. 1 = The option is turned off, work orders keep their original color and are not put on the differences list. \n \n Parameter 6 : This parameter is to specify what blocks of time are to be used. This parameter must be specified when Plan-IT Online on Time is used. Specify the size of the blocks in number of minutes. Options are 15, 30, 45, 60, 75, 90, 120, 150 minutes . When no value is specified (so 0 ) the length of a block from Autoline is automatically used. \n \n Parameter 7 : This parameter is to specify whether the changed calendar should also be initialized to the online module. \n \n 0 = Capacity is initialized to the online module. (This will be the default setting) 1 = Capacity is not initialized to the online module. (This option will be used when the capacity is already initialized through another task, and does not need to be initialized twice. For example, when the Maintenance.exe program is used to initialize the capacity to the online module) \n

What are the program options of Autoline_Statussen?

The Autoline_Statussen.exe program is used to collect statuses from Autoline and process them in Plan-IT. This function is also used to perform an extra check if the planning date in Plan-IT matches the planning date in Autoline. Important information is collected from Autoline again (customer waiting, time appointment, edited receptionist) and corrected in Plan-IT. \n \n There are several possibilities to collect the data. This is managed with the use of parameters. \n \n Attention : this program must be started on the server where the ODBC is running. \n \n Below is a description of these parameters: \n \n Parameter 1: This parameter is to specify whether a centralized or decentralized reception file is used in Autoline. These are the options: \n \n 0 = Receptionists are managed per establishment in Autoline 1 = Receptionists are managed centralized in Autoline \n \n Parameter 2: This parameter is to specify how much logging you want to see when the service is running. This logging can be used for debugging. There are several options: \n \n 1 = Minimal logging (only that the service is started or accidently stopped) 2 = Maximum logging (here the system will give detailed feedback what queries are used and what is the response of Autoline) 3 = Logging to follow the CRM_API 5 = Logging to investigate indexing issues \n \n Parameter 3: This parameter indicates which connection should be used. There are several options: \n \n -1 = This is the default connection when the ' laatbak' of Autoline is turned on with the time notation 9.00 0 = This is the default connection when the ' laatbak' of Autoline is turned on with the time notation 9,00 1 = This is the Stern connection 2 = This is the ASV connection 3 = This is the Amega connection 4 = This is the Wensink connection 5 = This is the BMW connection 6 = This is the default connection when the ' laatbak' of Autoline is turned off \n \n 11 = This is the same as parameter 6, but an extra check is done for the sleutel uit date relative to the planning date. This will make sure that the collected status is processed better with follow-up appointments in Autoline. \n \n (Values -1, 2, 4, 5, and 6 are the same. So it does not really matter what value is used, but for voor consistency this value is usually kept the same as the 3rd parameter of the Autoline_Werkorders.exe program) \n \n Parameter 4: This parameter is to specify if a check must be performed wether the planning date in Autoline is different than the planning date in Plan-IT. When this parameter is set to 0, this check is performed. When the parameter is set to 1, the check will NOT be performed. When the laatbak is turned off, this parameter is usually set to 1 because you will then not use the planning from Autoline anymore, and it doesn't make sense to perform this check. \n \n Parameter 5: This parameter indicates how long the service must wait until performing the next run. When nothing is entered here, it will be set to 0 by default and the program will wait for 10 minutes. Any value can be entered here, the value is in seconds. Minimal value is 30 seconds. \n \n De meest voorkomende instelling is: Autoline_Statussen.exe 1 1 6 1 \n

What are the program options of Autoline_Werkorders?

The Autoline_Werkorders.exe program is used to get work orders from Autoline and make them available for Plan-IT. \n \n There are many different ways to collect these work orders. By using parameters, you can indicate how the Autoline_Werkorders.exe collects the work orders. \n \n Attention : this program must be started on the server where the ODBC is running. \n \n These parameters are described below: \n \n Parameter 1: This parameter indicates if a centralized or decentralized reception file is used in Autoline. The options are: \n \n 0 = Receptionists are managed per establishment in Autoline 1 = Receptionists are managed centralized in Autoline \n \n Parameter 2: This parameter indicates how much logging you want to see when the service is running. This logging can be used for debugging. There are several options: \n \n 1 = Minimal logging (only that the service is started or accidently stopped) 2 = Maximum logging (here the system will give detailed feedback what queries are used and what is the response of Autoline) 3 = This logging shows if a work order already exists in any establishment 4 = This logging checks if the connection with Autoline is being made 5 = This logging checks if there is a problem that makes the service freeze. \n \n Parameter 3: This parameter indicates which connection should be used. There are several options: \n \n -1 = This is the default connection when the ' laatbak' of Autoline is turned on with the time notation 9.00 0 = This is the default connection when the ' laatbak' of Autoline is turned on with the time notation 9,00 1 = This is the Stern connection 2 = This is the ASV connection 3 = This is the Amega connection 4 = This is the Wensink connection 5 = This is the BMW connection 6 = This is the default connection when the 'laatbak' of Autoline is turned off. 7 = This is the default connection when the 'laatbak' of Autoline is turned off, with the addition that extra owner and driver information is being collected. \n \n When using connection 7, the work order in Autoline has to meet the following conditions: \n \n \n The work order in Autoline must have a receptionist linked. \n The work order in Autoline must have a customer date entered, that lies in the future. \n The work order in Autoline can not be invoiced yet. \n The work order in Autoline must have a registration number. (may also be the last 6 characters of the VIN number, as long as something is filled in) \n \n \n 8 = This is the default connection when the 'laatbak' of Autoline is turned off, but the customer date and time do not have to be entered in Autoline. (see parameter 7 option 2) This option is active since Plan-IT version 5.171.8713. \n 9 = This is the same connection as option 7, but with another date notation. This option is active since Plan-IT version 5.171.8900. \n 11 = This is the same connection as option 7, but the field BEMAIL is not collected anymore. Use this connection when there are error messages for BEMAIL in the logging. \n \n Parameter 4: This parameter indicates how long the service must wait until performing the next run. When nothing is entered here, it will be set to 0 by default and the program will wait for 6 seconds. Any value can be entered here, the value is in seconds. \n \n Parameter 5: This parameter must be set to 1 when multiple ODBC users are used to connect with Autoline. When a dealer has many establishments, we advice to use multiple ODBC users to connect. \n \n Parameter 6: When multiple ODBC users are used to connect with Autoline, specify in this value how many establishments this connection needs to process. (when there are 4 establishments for example, enter value 4) \n \n Parameter 7: When multiple ODBC users are used to connect with Autoline, specify in this value which ODBC user this service will process. So when this is the 2nd ODBC is for example, then enter value 2. This means that this service (taking parameter 6 into account) processes establishment 5 to 8. \n \n The most commonly used setting is: Autoline_Werkorders.exe 1 1 7 \n

What are the program options of Autoline_VrijeDagen?

The Autoline_VrijeDagen.exe program is used to collect days off from Autoline and process them in Plan-IT. \n \n There are several possibilities to fetch the data. This can be configured with the use of parameters. \n \n Attention : this program must be started on the server where the ODBC is running. \n \n Below is a description of these parameters: \n \n Parameter 1: This parameter is to specify whether a centralized or decentralized file is used for the reasons for a day off in Autoline: \n \n 0 = Reason for day off is managed per establishment in Autoline 1 = Reason for day off is managed centralized in Autoline \n \n It usually is a centralized file. So usually parameter 1 is used here. \n \n Parameter 2: This parameter is to specify how much logging you want to see when the service is running. The logging can be used for debugging. There are several options: \n \n 1 = Minimal logging (only that the service has started or accidently stopped) 2 = Maximum logging (here the system will give detailed feedback what queries are used and what is the response of Autoline \n 5 = This is an index rotation check. When you have the feeling that collecting vrijedagen is not working, you can check for an index issue in Plan-IT with this parameter \n \n Parameter 3: This parameter is to specify which connection should be used. There are several options: \n \n 0 = This is the default connection that should be used for most dealers 1 = This is the Stern connection 2 = Mercedes 4 = Wensink \n \n Parameter 4: This parameter indicates how many seconds should be between each run. Minimal amount is 900 seconds (15 minutes). When a 0 is entered here, it will automatically be set to the default value of 900 seconds. \n \n This is usually just set to 0 unless there are companies that want to check for days off less often because there system is slow. \n \n Parameter 5: This parameter is to specify whether days off in Plan-IT, that are not in Autoline, should be deleted in Plan-IT. There are two options: \n \n 0 = Days off are not deleted from Plan-IT. This gives the possibility to create days off directly in Plan-IT, outside of Autoline. However, this means that when a day off is deleted in Autoline, it will not be deleted in Plan-IT. \n \n 1 = Days off in Autoline are leading. Days off that are not in Autoline are automatically deleted in Plan-IT. \n \n The most used setting is: Autoline_VrijeDagen.exe 1 1 \n

What should I do if Autoline work order numbers are already in use?

Autoline uses a limited number of work order numbers. When Autoline has used all work order numbrs, Autoline starts using the work order numbers from the beginning again. \n \n Because work order numbers in Plan-IT are unique, reusing work order numbers that already exist in Plan-IT causes problems. \n \n To solve this, you can perform a Cleanup in Plan-IT. This will delete all work orders that are older than a date that you can specify. This way you prevent problems when Autoline will start reusing the same work order number from the beginning. \n \n When your system administrator performs a cleanup every 6 months, you will never encounter this limitation of Autoline. \n \n Follow the below steps to perform a cleanup: \n \n \n Click in the menubar on the option System . \n Select the option System settings . \n Go to the tab System . \n Click in the topright corner of the window where you are now on the button Cleanup . \n \n \n The Clear data window appears. The top part is for deleting old work orders. \n \n \n Click on the button to select the date you want. We advise a date of 6 months ago. \n Click on the button Cleanup . \n \n The system starts deleting all work orders older than the specified date. This may take a while, especially when it's the first time that you perform the cleanup. The cleanup process finished when the small windows disappears. \n \n

What should I do if the import window does not show any work orders?

When you don't see work orders in your importwindow anymore,follow the below steps to fix this: \n \n DMS-login name \n \n In the importwindow, workorders can be filtered on login name. When a login name is entered, the system will only show work orders that are created by the entered loginname. \n Click on the Login name button and enter your DMS-login name again. When you press the Enter key without entering a login name, the system will show all work orders without filtering. \n \n Filter on departments \n \n There can also be filters active in Plan-IT that hide work orders from certain Autoline departments.. Controleer welke departments worden overgestuurd: \n \n \n Click on the menubar on the option System . \n Select the option System settings . \n Click on the tab Connections . \n In the bottom right corner is a field in which you can indicate what departments from Autoline need to be transferred. Departments that are not entered here will not be transferred. \n Remove all departments as a test, because departments will then not be filtered and all departments will be transferre. Check if there are work orders visible then. \n \n \n Work order conditions \n Check if the work orders from the DMS-system meet the conditions of Plan-IT. \n Plan-IT only shows work orders in the importwindow that have a date, time, and registration number entered. When one of these is missing, the work order is not displayed in the Plan-IT importwindow. \n \n Importlocation \n \n Check if the location where Plan-IT searches for the import files is properly entered: \n \n Start Plan-IT and log in with an account that has administrator rights. \n Click in the menubar on the option System . \n Select the option Management . \n Click with the right mouse button on the green PLAN-IT balk in the top of the window. \n Select the option Systemsettings . \n \n \n \n Check if the correct DMS-system is selected in the DMS link field. \n Check if the correct folderis entered in the Import field. \n \n \n You can check this by copying the folder location and opening it in a Windows Explorer window. At the same time you ill be checking if your computer has access to the folder location. \n \n Copy the location that is entered in the Import field. \n Open a Windows Explorer window (Windows key + E). \n Paste the location in the address bar in the top and presss the Enter key. \n \n \n Check if you can go to the copied location in Windows Explorer, and if the XML files are being transferred to the folder. Check the date and time of the files, this is when they have been put in the folder. \n \n Background tasks \n When there are no XML files being transferred to the importfolder, the tasks on the server may no longer be active. Restart the background tasks on the server and test if there are XML filed being transferred to the importfolder after that. \n You can also use a program such as Firedaemon to manage the background tasks and have them restarted every night to prevent issues in the future. \n \n Network connection \n \n Another cause can be that the network connection with the disk where the importfiles are stored is disrupted. This is often depicted as a red cross through the network connection. There can also be the message Network connection disrupted next to the disk. \n When this is the case you can try to restart your computer. When logging in to your system, network connections are usually reconnected. \n When this does not solve the problem either, then contact your system administrator. \n

How can I send the capacity to Plan-IT Online automatically?

There are many processes in Plan-IT that influence the capacity. All these processes also influence the capacity of the online module. \n It is possible to update the entire online capacity of all departments with 1 task. \n \n By doing this once a week for example, you could turn off many update capacity options. \n You can run all processes like they are running now (import_werknemers.exe, Autoline_JaarkalenderRune.exe etc.) \n By running the maintenance.exe as the last task, the online capacity is always correctly updated. \n \n To start maintenance.exe: \n \n \n Open a Windows Explorer window (Windows key + E). \n Navigate to the Plan-ITPrograms folder. \n Double click on the file maintenance.exe to start the program. \n \n \n The Maintenance window appears. Click on the option Initialise capacity online module to send the capacity of all establishments to the online module. \n \n Sending over the capacity can take some time. Wait until the pop-up window appears with the message that the process is finished and click the OK button. \n \n \n Task scheduler \n \n You can also set up the program in the Windows task scheduler to automatically update the capacity each week. To do this, click on the option Create Basic Task... in the Windows task shceduler. \n In the first step, enter a name for the task in the Name field and click on the Next button. \n \n With the step Trigger select how often the task should be performed. Then click on the Next button again. \n \n In the next step, specify at what moment the task must be performed. Make sure that the task is performed outside working hours, because updating the capacity has a big impact on the performance of Plan-IT. Then click the Next button again. \n \n In the Action step, select the option Start a program and click the Next button again. \n \n Click on the Browse... button and navigate to the installation folder of Plan-IT. Select the file Maintenance.exe and click on the OK button. Then enter the value 2 in the Add arguments field, and enter the location of the installation folder of Plan-IT in the field Start in (optional) . Then click on the Next button again. \n \n Finally check on the Finish step if everything is properly filled in and click the Finish button to save the task. \n \n

How can I prevent customers from receiving SMS messages?

It is possible to keep an exception list with phone numbers of customers that have indicated they don't want to be contacted per SMS. \n \n Plan-IT checks this exception list when scheduling each SMS message (reminder, car ready, manual SMS). When the phone number is included on the exception list, no SMS message will be sent or scheduled. You can read back in the logging of the work order that an SMS message is not being sent because it is on the exception list. \n \n This way you'll prevent that customer will receive SMS messages while they have indicated they don't want to. \n \n Import exception list in Plan-IT \n \n In the Plan-ITPrograms folder is the program Maintenance.exe : \n \n When you start it, select the option Import Exceptionlist Mobile numbers for SMS : \n \n Plan-IT will then search for the file Mobile.csv in the Plan-ITImport folder (if the Import folder does not exist yet, create it). \n \n Enter the phone numbers in the file Mobile.csv underneath each other, every new phone number on a separate line: \n \n It is also possible to have this program be performed automatically with Windows task scheduler, so that newly added phone numbers are imported each week for example. To do this, add the parameter 3 to Maintenance.exe. \n If you need additional assistance, you can always contact us for that. \n

How do I set an SMS reminder?

It is possible in Plan-IT to send automatic SMS reminders to customers. You need a Plan-IT SMS account to be able to do this. \n \n Follow the below steps to turn on the Plan-IT SMS module: \n \n \n Click in the menubar on the option System . \n Select the option System settings . \n In the first row of tabs, go to Connections . \n Then to to SMS in the second row of tabs. \n In the field SMS module , select the option Plan-IT SMS . \n Enter the User name and Password of your Plan-IT SMS account. \n \n \n \n \n Set SMS reminder \n \n When the Plan-IT SMS module is turned on, follow the below steps to set the SMS reminder: \n \n \n Put a check in the box with the option Automatic SMS reminder . \n When you turn on the option Always ask wether the SMS reminder should be sent , Plan-IT will always first ask for permission to send the reminder via a pop-up window. \n In the field Number of days before sending reminder SMS , enter how many days in advance you want to have the SMS reminders sent. \n In the field Time for sending reminder SMS , enter at what time you want to have the SMS reminders sent. \n In the fields wth the option SMS number should start with , you can enter that a mobile phone number should always start with 06 for example, to prevent sending SMS reminders to landline phone numbers. \n \n \n \n Create SMS texts \n \n Then you create the SMS texts. In the top of this window, click right from the field Sender, on the button Manage SMS texts. The window SMS beheer opens: \n \n \n \n In the field Display , select wether the SMS reminder is used in all departments or only in the current department. \n \n In the field Model , select what kind of SMS reminder you want to create. You can choose between the following models SMS reminder: \n \n \n \n \n Reminder time bound \n the SMS reminder that is sent when the option Time appointment is turned on in the work order. \n \n \n Reminder \n the default SMS reminder that is sent when the option time appointment is not turned on and deliver/collect car are not filled in. \n \n \n Reminder collect car \n the SMS reminder that is sent when the option Collect car is turned on and Company collects car is selected in the work order. \n \n \n Reminder return customer \n the SMS reminder that is sent when the option Deliver is turned on and Company returns car is selected in the work order. \n \n \n \n \n In the field Text , enter the text for the SMS reminder. \n \n There are several tags that you can use in SMS messages: \n \n \n \n [KENTEKEN] \n this tag will be replaced in the SMS message by the license plate number that is entered in the work order. \n \n \n [DATUM] \n this tag will be replaced in the SMS message by the starting date of the work order. When the option time appointment is turned on, that customer date will be placed here. \n \n \n [TIJD] \n this tag will be replaced in the SMS message by the starting time of the work order. When the option time appointment is turned on, that customer time will be placed here. \n \n \n [RECEPTIE] \n this tag will be replaced in the SMS message by the name of the receptionist that is selected in the work order. \n \n \n [VESTIGING] \n this tag will be replaced in the SMS message by the name of the establishment in which the work order is scheduled. \n \n \n [KLANT] \n this tag will be replaced in the SMS message by the name of the customer that is selected in the work order. \n \n \n \n \n With this you can for example create a reminder time bound with the text: We are expecting you at [TIJD] and have the time that is entered in the time appointment field from the work order, placed in the SMS reminder. \n \n Using SMS reminder \n \n To indicate in a work order that you want to have an SMS reminder sent, put a check in the box with the option SMS service . Check if the correct mobile phone number is entered in the field next to it, this is normally automaticlally taken from the customer details after a registration number is entered in the work order. \n \n \n With turning on the SMS service option, the SMS reminder for this work order is set up to be sent. Depending on how many days in advance and the time that are set in the system settings, the prepared SMS reminders are sent out each day. \n \n Plan-IT also takes the moving of work orders into account: \n \n \n When a work order is being moved to the past, a prepared SMS reminder will not be sent. \n When a work order, for which an SMS reminder already has been sent, is moved to a later date, the SMS reminder is sent again when it meets the conditions. \n

How can I send SMS messages with Plan-IT Workshop?

Follow the below steps to turn on the Plan-IT SMS module. You need a Plan-IT SMS account to be able to do this. \n \n \n In the menubar, click on System . \n Select the option System settings . \n In the first row of tabs, go to Connections . \n Then go to SMS in the second row of tabs. \n In the field SMS module , select the option Plan-IT SMS . \n Enter the User name and Password of your Plan-IT SMS account. \n \n \n Besides that, you have the option Send SMS at status car ready in this window. When you turn on this option, Plan-IT will sens an SMS message when in the workorder the option SMS service is turned on, the option Internal order is turned off, and the status of the work order is changed to Ready . Plan-IT will send the SMS message to the mobile phone number that is entered in the customer details in the work order. \n \n \n Manage SMS texts \n \n It is also possible with the SMS module to send an SMS message to the customer directly from the work order. You can create and manage these messages yourself. Open the Manage SMS window by clicking the Manage SMS texts button. \n \n Here you can enter all default texts for the SMS module. In the field Display, select wether the SMS reminder is used in all departments or only in the current department. \n \n There are 2 types of messages: \n \n \n Separate SMS text: these are default texts that the users will see when they want to send an SMS message to a customer from the work order. To keep a certain standard within the organization, you can compose default texts here. The user can then select these from a selection list and if needed change it a little. \n Car ready message: this is the message that will be sent to the customer when you change the status of the work order to Ready . \n \n \n There are several tags that you can use in SMS messages: \n \n \n \n [KENTEKEN] \n this tag will be replaced in the SMS message by the license plate number that is entered in the work order. \n \n \n [DATUM] \n this tag will be replaced in the SMS message by the starting date of the work order. When the option time appointment is turned on, that customer date will be placed here. \n \n \n [TIJD] \n this tag will be replaced in the SMS message by the starting time of the work order. When the option time appointment is turned on, that customer time will be placed here. \n \n \n [RECEPTIE] \n this tag will be replaced in the SMS message by the name of the receptionist that is selected in the work order. \n \n \n [VESTIGING] \n this tag will be replaced in the SMS message by the name of the establishment in which the work order is scheduled. \n \n \n [KLANT] \n this tag will be replaced in the SMS message by the name of the customer that is selected in the work order. \n \n \n \n \n When you have turned on the logging in Plan-IT, you can read back there if an SMS message has been sent. \n \n SMS usage \n \n In the system settings of the SMS module, click the Usage SMS button to open the website where you can see your usage. Your login name and password are automatically entered on the website (these are the same as in the system settings window). \n \n In the field Saldo credits you can see how many SMS messages you can still send within your current bundle. \n \n You can also indicate that you want to receive an e-mail when your saldo (balance) drops below a certain value (because you will have to purchase a new bundle yourself to make sure that your SMS messages keep working). \n \n In the section Overzicht berichten you can find a log of all SMS messages that have been sent.. \n \n \n Request Plan-IT SMS module \n \n When you want to receive more information regarding our SMS module or want to start using our SMS module, you can request this with your accountmanager (Leon Wonnink: LeonWonnink@plan-it.nl ) or via our helpdesk ( contact@plan-it.nl ). \n \n Request new SMS block \n \n Also requesting new SMS blocks can be done via LeonWonnink@plan-it.nl or via contact@plan-it.nl \n \n Plan-IT SMS module costs \n \n We do not change monthly costs for our SMS module. You only pay for sending the SMS messages. \n \n You purchase a prepaid SMS bundle that fits best with your expected usage and you will be informed automatically per e-mail when these are almost used up (you can configure when you want to receive this e-mail yourself). \n \n We offer 4 bundles: \n \n \n \n SMS Block 1 \n 1.000 SMS messages \n € 150,– \n \n \n SMS Block 2 \n 5.000 SMS messages \n € 650,– \n \n \n SMS Block 3 \n 10.000 SMS messages \n € 1.100,– \n \n \n SMS Block 4 \n 25.000 SMS messages \n € 2.375,– \n \n \n \n * These prices apply for 2019. \n

How do I use the Tyre Manager?

Follow the below steps to activate the tyremanager. \n \n Attention : you need master rights in Plan-IT to be able to open the management module. \n \n \n Click in the menubar on the option System . \n Select the option Management . \n Click with the right mouse button on the green PLAN-IT bar and select the option System settings . \n The System window appears. Put a check in the box with the option Tyre manager . \n \n \n There are several additional options to configure in the tyre manager: \n \n You can enter in which months the summer and winter seasons are. The summer season gives a message when you have summer tyres in storage, and the customer still has winter tyres on their car. You can indicate here in which months you want to get this message. The same goes for the winter period. \n \n Below that, you can indicate whether you want to register tyre profile conditions. It is advisable to activate this option. This can help to keep the customer informed of the profile of their tyres and when it's time for new tyres. The safe profile will show the profile in green when it is over the number of millimeters that is entered here. The profile turns red when it drops below the number of millimeters that is entered with unsafe profile. Everything between those 2 values is shown yellow. This way you can quickly see if the customer needs a new tyre. \n \n You can also turn on an option to register the make of tyres. This can help you to find back the correct tyres more quickly in the storage. Therefor it is recommended to turnon this option. It will not be required to enter the make of the tyres, but you will be given the option to do so. \n \n How does it work in practise \n \n When you enter the Registration number of the customer, Plan-IT checks the starting date of the work order. Then Plan-IT checks if the tyre manager is activated and if the starting date of the work order falls in a summer or winter change period. When this is the case, Plan-IT will check with a summer period if there are summer tyres in storage, and if so, give a pop-up message with the question if you want to schedule a winter change. When you click on the Yes button, Plan-IT will put a check in the box with the option Change tyres . \n \n With the Tyres in storage button, you open the View stored tyres window in which you can view the details of the stored tyres. You can also see the profile of the tyres here, and inform the customer that it is time for new tyres if needed \n \n When you change the status of a work order with the option Change tyres turned on to Ready , Plan-IT will ask in a pop-up message if the tyre change really has been performed. \n \n When this is the case, click the Yes button. The View stored tyres window is opened, and you can process the tyre change. Enter the profile depth and click the OK button. The tyres are then stored again and stay in the system until the next tyre change period. \n \n E-mail to warehouse \n \n Plan-IT has an extra option where the system can send an e-mail to the warehouse with the details of the tyres and the appointment. Follow below steps to activate this: \n \n \n In the menubar click on the option System . \n Select the option System settings . \n In the first row of tabs, go to Connections . \n Go to Mail in the second row of tabs. \n First enter the details of the Mailserver in the top of the window. Ask your system administrator for the correct details. \n Then enter the e-mail address of the warehouse in the field Automatic e-mail to warehouse when tyre change is checked . \n \n \n \n With this, after every completed tyre change, an e-mail is sent to the warehouse to inform them. \n \n If preferred, you can turn on the option Always ask whether the e-mail should be sent to get a pop-up window for each work order to specify if whether an e-mail should be sent in that case. \n \n

How can I automatically send an email to the warehouse when there is a tyre change?

Follow the below steps to turn on the tyrechange mail: \n \n \n In the menubar click on the option System . \n Select the option System settings . \n In the top row of tabs, go to Connections . \n Then go to Mail in the second row of tabs. \n Enter your mailserver details (you can receive these from your system administrator) and also enter the sender. \n Lastly enter the e-mailaddress of the warehouse in the field Automatic e-mail to warehouse when tyre change is checked hto turn on this functionality. \n \n \n After these steps, the tyre change mail functionality is active. When you put a check in the box with the option Change tyres now, an e-mail with the request for the tyre change is automatically sent to the warehouse when saving the work order. \n \n The warehouse can then take all steps to make sure that the yres are present in the workshop at the right date. \n \n When moving the work order to another date, an automatic e-mail will be sent again to the warehouse with the old and the new appointment date. \n \n

How to use mileage registration for a replacement vehicle?

Follow the below steps to activate this function. \n \n Select agreement \n \n Fiest select a replacement car agreement. \n \n \n In the menubar, click on the option System . \n Select the option System settings . \n In the first row of tabs, go to Replacement car . \n Then go to Settings in the second row of tabs. \n In the field Replacement car selection document , select replacement car agreement 1, 3, or 4. \n \n \n \n Enter number of kilometres \n \n Next step is to enter the current number of kilometres fr each replacement car. \n \n \n In the menubar, click on the option File . \n Select the option Replacement car . \n In the Model field, click on the button to select a replacement car. \n In the field Number of Kilometres , enter the current number of kilometres for the replacement car. \n \n \n When the above settings are filled in correctly, Plan-IT will make sure that you have a subsequent kilometer registration. \n \n How does it work in practise \n \n When scheduling a new reservation for a replacement car, fill in all details as usual but leave the field kms starting position empty. \n \n When a customer comes to take the replacement car, put the status of the reservation in Plan-IT on Car runs . At that moment, Plan-IT fetches the number of kilometres from the replacement car details and puts it in the field kms starting position of the reservation. \n \n The reservation will also turn yellow to indicate that the customer has taken the replacement car. When the customer returns the replacement car again, select the status Car return . \n \n A pop-up appears where you can enter the number of kilometres that is now on the replacement car. \n \n Enter the number of kilometres and click on the Save button to save the entered number of kilometres in the field kms final position in the reservation and also update the field Number of kilometres in the replacement car details . When you set the status of another reservation to Car runs now, the new number of kilometres will be entered in the field kms starting position . This way you have a subsequent kilometer registration. \n \n For this to work, it is very important with changing the statuses to follow the order of when customers are actually taking and returning replacement cars. \n \n Additionally you can click the Print button in the bottom of the replacement car window to generate a list that will show the number of kilometres per replacement car for each reservation. This way you have a subsequent kilometer registration. \n

How do I set the email addresses for the replacement transport department?

It has always been possible in Plan-IT to send an e-mail to the replacement car department when the replacement car option is turned on in the work order (when no replacement car from Plan-IT is selected). \n \n Follow the below steps to turn on an option to always get a pop-up window, asking if an e-mail should be sent to the replacement car department. \n \n \n In the menubar, click on the option System . \n Select the option System settings . \n In the first row of tabs, go to Connections . \n Then go to Mail in the second row of tabs. \n Put a check in the box with the option Always ask if the e-mail needs to be sent. Even if a native replacement car is selected . \n \n \n With this option turned on, Plan-IT will show a pop-up window with each work order where replacement transport is selected, asking if you want to have the replacement car e-mail to be sent, also when a native Plan-IT replacement car is selected: \n \n This way you can inform the replacement car department about the prerference of the customer regarding the replacement transport. (You do not create replacement cars in Plan-IT, but different types of cars). \n \n Specific e-mail address \n \n You have the option to enter a specific e-mail address for a replacement car. WHen an e-mail address is entered here, Plan-IT will send the replacement car e-mail to this e-mail address. This makes it possible to use multiple replacement car departments. Depending on the selected replacement car, the e-mail will go to another department. \n \n To configure a specific e-mail address for a replacement car: \n \n \n In the menubar, click on the option File . \n Select the option Replacement car . \n The Replacement car window appears. In the field Type , click on the button to select a replacement car. \n Then enter a specific e-mail address in the field E-Mail where the e-mail should be sent to when this replacement car is selected in a work order. \n \n \n When no specific e-mail address is entered in a replacement car, Plan-IT will automatically use the mail e-mail address that is entered in the System settings. \n

How do I set up a central replacement transport department?

It is possible in Plan-IT to schedule replacement cars. You only need to link a replacement car to a work order and the rest is managed automatically. \n \n However in many situations, companies have a central replacement car department that manages the planning over multiple establishments (for example Rentwise). In those type of situations it can be useful to turn on the replacement car mail functionality of Plan-IT. This will enable you to have an automated mail sent to your replacement car department when scheduling a replacement car. \n \n Configure replacement car mail \n \n \n In the menubar, click on the option System . \n Select the option System settings . \n In the first row of tabs, go to Connections . \n Then go to Mail in the second row of tabs. \n First, enter your own internal mailserver details in the top of the window to give Plan-IT the ability to send mails. \n Then specify in Automatic e-mail to replacement car department to what e-mailaddress you want the messages to be sent to. \n \n \n These settings are applied to only the current establishment. When the above settings have been configured, the functionality is active. \n \n In Plan-IT you no longer select the replacement car from the Plan-IT list, but you only put a check in the box replacement car and leave the field empty. \n \n When saving the work order, Plan-IT automatically sends an e-mail to the replacement car department. \n \n We advise to keep using your loan bicycles in Plan-IT as usual. You still select loan bicycles in the Replacement car field. Plan-IT will then not send an e-mail to the replacement car department, only when you leave the replacement car field empty. \n

How do I use replacement transport from another establishment?

Since version 5.171.9020 it is possible to use the replacement transport of another establishment.This makes it possible to use the same replacement cars in multiple establishments. \n \n It is important however that all establishments that use the same replacement transport, also use unique work order numbers. This means that the work orders have to come from the same DMS establishment. Otherwise you will run into the problem that the same work order numbers from multiple establishments will be used, and that the replacement transport is not linked properly. \n \n Also when manually creating work orders, it is important that each establishment uses their own work order number range in Plan-IT. \n \n Set database \n \n Follow below steps to turn this on: \n \n \n Click in the menubar on System . \n Select the option System settings . \n Click on the tab Replacement Car . \n At the option Replacement car database , select from which establishment you want to use the replacement transport. \n \n \n \n Set other work order number range \n \n Follow below steps to set a unique work order number range. Do this for each establishment: \n \n \n Click in the menubar on System . \n Select the option System settings . \n Click on the tab Replacement Car . \n Go in the second row of tabs to Settings . \n At the Replacement car number , enter a unique number range. So for example for establishment 1 you enter 100000 and for establishment 2 you enter 200000. \n \n \n \n Then click in the first row of tabs on Settings . \n Go in the second row of tabs to System . \n At the option Werkordernummer , enter a unique number range as well for work orders in the establishment. ook een uniek nummerbereik in voor werkorders in de vestiging. So for example for establishment 1 you enter 100000 and for establishment 2 you enter 200000. \n \n \n \n DMS reference \n \n Follow below steps to set a DMS-reference. Do this again for each establishment: \n \n \n Click in the menubar on System . \n Select the option Management . \n Click with the left mouse button on an establishment to select it. \n Then click with the right mouse button on the establishment and select the option Edit from the contextmenu. \n \n \n The Edit establishment window appears. In the top right corner, at the Extern option, enter the reference to the DMS-system. Make sure to only refer to an establishment within the same DMS-system. SO an establishment 10 can only refer to other establishments that also have establishment 10 at the external reference so that they are in 1 work order range. \n \n

How can I use a receptionist's name in the CaRe-Mail appointment confirmation?

First activate the possibility to work with receptionists in Plan-IT. \n \n Keep in mind that these settings are applied for each establishment separately. When a receptionist is active on multiple establishments, they have to be configured in all establishments. \n \n \n Click in the menubar on the option System . \n Select the option System settings . \n In the first row of tabs, go to Settings . \n Then go to Checks in the second row of tabs. \n Put a check in the box with the option Reception . \n \n \n Further it is important to enter the reception code from the DMS-system (Dealer Management System) in Plan-IT. This code needs to be linked to the full name of the receptionist. \n \n After that is configured, you select the correct receptionist in a work order. It will automatically be sent over to most connections. \n \n When you have checked all these settings, the correct name should appear on the appointment confirmation of CaRe-Mail. \n

How can I ensure that customers don't receive an email?

It is possible to keep an exception list with e-mail addresses of customers that have indicated they don't want to be contacted per e-mail. \n \n Plan-IT checks this exception list before sending each e-mail message (appointment confirmation). When the e-mail address is included on the exception list, no e-mail message will be sent. You can read back in the logging of the work order that an e-mail is not sent because it was on the exception list. \n \n This way you'll prevent that customer will receive e-mails while they have indicated they don't want to. \n \n Import exception list in Plan-IT \n \n In the Plan-ITPrograms is the program Maintenance.exe : \n \n When you start it, select the option Import Exceptionlist E-Mail for appointment confirmation : \n \n Plan-IT will then search for the file Email.csv in the Plan-ITImport folder ( if the Import folder does not exist yet, create it ). \n \n Enter the e-mail addresses in the file Email.csv underneath each other, every new e-mail address on a separate line: \n \n It is also possible to have this program be performed automatically with Windows task scheduler, so that newly added e-mail addresses are imported each week for example. To do this, add the parameter 4 to Maintenance.exe. \n \n If you need additional assistance, you can always contact us for that. \n

How do I use the Block overcapacity option?

With the option Block overcapacity Plan-IT makes sure that the planner can only schedule work orders until the capacity is used up. After that, no more work orders can be scheduled. \n \n Attention : The block overcapacity option only applies to users with User rights. Users with Administrator and Master rights can always schedule over the macimum capacity. Since version 5.171.8713 of Plan-IT it is possible to overwrite this option for User+ rights. \n \n Follow below steps to activate this option: \n \n \n In the menubar click on the option System . \n Select the option System settings . \n In the first row of tabs go to Settings . \n Then go to Checks in the second row of tabs. \n Put a check in the box with the option Block overcapacity . \n \n \n The idea behind this option is to keep some room in the planning for drop-ins and emergency jobs. The blocking does not apply to the current day! \n \n By configuring a percentage for the employees, you can indicate how much work is allowed to be scheduled for an employee. There can be scheduled until the available quarters of an hour are used up. After that a pop-up message appears: \n \n \n When you set an employee to 0% active in count, Plan-IT shows that the days are blocked with the color of the employee. You can only schedule work orders on this employee on the current day. \n \n Because bloking overcapacity works on the occupation it is important that you properly configure the maximum number of months you want to schedule ahead in the system settings. To do that, follow the below steps: \n \n \n Click in the menubar on the option System . \n Select the option System settings . \n In the first row of tabs, go to Connections . \n Go to Online module in the second row of tabs. \n In the field Months capacity , select how many months you want to schedule in advance. \n \n \n \n Select for example that you want to schedule a maximum of 3 months ahead. Plan-IT will then build the capacity 3 months ahead. When you are in doubt, it is better to select too many months than too few. \n \n Why can there no longer be scheduled in the future? \n \n Make sure that the months capacity is properly configured in the system settings. When you have modified the number of months and you are back in the planning board, press the key combination Ctrl + Q to send over the capacity, taking into account the newly configured number of months. \n \n Why can there be scheduled more than what is configured? \n \n Plan-IT only blocks overcapacity when the configured maximum capacity is used up. This means that when you still have 2 quarters of an hour left, you can theoretically still schedule a work order of 1,5 hours for example. \n \n We have done it like this because otherwise it would not be practical to schedule until the maximum capacity. In the above example you would only be able to schedule a work order of 30 minutes. And that makes planning much too difficult. We have chosen to still be able to schedule the longer work order. It is the responsibility of the planner to decide whether the work order will not go too far over the maximum capacity. \n

How do I send a calendar item together with the confirmation of an appointment?

When you are using the appointment confirmation e-mail function of Plan-IT, since version 5.171.7825 (january 2017) it is possible to send a agenda item along. \n \n How to turn this on \n \n \n In the menubar, click on the option System . \n Select the option System settings . \n In the first row of tabs, go to Connections . \n Then to go Mail in the second row of tabs. \n Turn on the option Send a genda item with appointment confirmation . \n \n \n The last step is to go to the Plan-IT folder and create (or let your system administrator create it) an extra folder with the name Export . Sending the agenda item does not work when the Export folder does not exist. \n \n After the above settings have been configured, a agenda item is automatically sent with every appointment confirmation e-mail. \n

How can I send a confirmation of an appointment by e-mail?

Plan-IT has the option to send appointment confirmations to customers per e-mail. Follow the below steps to enable this: \n \n \n Click in the menubar on the option System . \n Select the option System settings . \n Click on the tab Connections . \n Go in the second row of tabs to Mail . \n First enter the mailserver details in the Mail server tab to be able to send e-mails from Plan-IT. \n \n \n \n Then go to the Service appointment confirmation tab and turn on the checkbox option Service appointment conformation by mail . \n Click on the Save button to apply the changes. \n \n \n Plan-IT is now correctly set up to send appointment confirmation e-mails to customers. However, there are 4 different types of confirmations, that vary in complexity and customization options. Below follows a descroption for each type: \n \n 1 – basic appointment confirmation \n \n With the above steps, you have set up Plan-IT for sending the most basic version of an appointment confirmation e-mail. To do this, click with the right mouse button on a work order, and select the option Service appointment confirmation . \n \n An e-mail is sent to the e-mail address that is entered in the work order, with in the subject the company name, the registration number of the car of the customer, and the date on which the work order is scheduled. In the text of the e-mail, the date on which the car is scheduled is mentioned again, and wether the customer wants to make use of replacement transport. \n \n 2 – basic appointment confirmation with custom text \n \n Follow the below steps to edit the standard text from the e-mail: \n \n \n Click in the menubar on the option System . \n Select the option Service appointment confirmation text . \n In the top of the window, turn on the option Use this text on service appointment confirmations . \n In the remaining fields, you can edit the texts. \n \n \n 3 – e-mail with layout \n \n Appointment confirmations that are sent in the above way, do not contain a layout. You can create and use your own layout for the appointment confirmations that are sent from Plan-IT. An example of a layout is located in the folder Plan-IT∖Data∖Sjabloon.html . \n To use your own layout, create a new file in the folder Plan-IT∖Data with the name Afspraakbevestiging.html . To get the text from Plan-IT in the template, use the tag . Plan-IT replaces this tag automatically with the text that is entered in Plan-IT or the default text for the appointment confirmation. \n To add images in the e-mail template of the appointment confirmation, you can use links to your website. It is advisable to submit this html template to your webdesigner so they can create the preferred layout. \n \n 4 – most extensive appointment confirmation \n \n Since version 5.171.8700 of Plan-IT, you can create a fully customizable appointment confirmation. \n Follow the below steps to turn on this functionality: \n \n \n Click in the menuar on the option System . \n Select the option System settings . \n Click on the tab Connections . \n Go in the second row of tabs to Mail . \n In the third row of tabs, go to Service appointment confirmation . \n Turn on the option Use a custom HTML Template for appointment confirmation . \n \n \n Then create a file with the name Appointment_confirmation.html and place it in the folder Plan-IT∖Data . This template can then be used by all establishments. \n \n Make sure that the file Appointment_confirmation.html has exactly the correct name and is placed in the correct location when you activate the option Use a custom HTML template . When the option is activated and Plan-IT can not find a file named Appointment_confirmation.html , an empty e-mail without any content is sent to the customer! \n \n Multiple establishments \n \n you can create an individual layout for each establishment. The Afspraakbevestiging.html should then not be placed in the Plan-IT∖Data folder, but in the folder of the establishment. So for example Plan-IT∖Data∖1 . \n Follow the below steps to find out which folder is for which establishment: \n \n \n Click in the menubar on the option System . \n Select the option Management . \n Click with the left mouse button on an establishment to select it. \n Then click with the right mouse button on the establishmentand select the option Edit . \n The Edit establishment window is opened with the number of the folder that belongs to the establishment in the Data directory field in the bottom left corner. \n \n \n \n Tags \n \n There are several triggers (tags) that you can include in the Appointment_confirmation.html , which Plan-IT will replace with the correct information from the work order. There are also several tags that will show or hide sentences in certain circumstances. \n \n The below overview shows all possible tags and how these will be filled by Plan-IT: \n \n \n \n \n [establishment] \n This tag will be replaced by Plan-IT with the comapny name that is entered in the mail module in the system settings. \n \n \n [establishment_address] \n This tag will be replaced by Plan-IT with the streetname of the comapny name that is entered in the mail module in the system settings. \n \n \n [establishment_postalcode] \n This tag will be replaced by Plan-IT with the postal codeof the comapny name that is entered in the mail module in the system settings. \n \n \n [establishment_city] \n This tag will be replaced by Plan-IT with the city of the comapny name that is entered in the mail module in the system settings. \n \n \n [establishment_phone] \n This tag will be replaced by Plan-IT with the phone number of the comapny name that is entered in the mail module in the system settings. \n \n \n [establishment_email] \n This tag will be replaced by Plan-IT with the e-mail address of the comapny name that is entered in the mail module in the system settings. \n \n \n [salutation] \n This tag will be replaced by Plan-IT with the salutation of the customer. Only use this tag when you are sure that the salutations are entered correctly in Plan-IT. \n \n \n [name] \n This tag will be replaced by Plan-IT with the customer name. \n \n \n [make] \n This tag will be replaced by Plan-IT with the brand of the car of the customer. \n \n \n [licenseplate] \n This tag will be replaced by Plan-IT with the registration number of the car of the customer. \n \n \n [date] \n This tag will be replaced by Plan-IT with the date on which the work order starts, unless there is a time appointment, then the date of the delivery of the time appointment is used. \n \n \n [enddate] \n This tag will be replaced by Plan-IT with the date on which the work order ends, unless there is a time appointment, then the date of the collection of the time appointment is used. \n \n \n [starttime] \n This tag will be replaced by Plan-IT with the starting time that is entered in the system settings of the replacement transport (the opening time of the establishment). When the customer wait option is turned on, the waiting time is used. When there is a time appointment, the delivery time is used. \n \n \n [endtime] \n This tag will be replaced by Plan-IT with the end time that is entered in the system settings of the replacement transport (the opening time of the establishment). When there is a deadline, that time is used here. When it is a time appointment, the collection time with be used. \n \n \n [closingtime] \n This tag will be replaced by Plan-IT with the closing time workday that is configured in the company details in the Mail tab in the System settings. \n \n \n [cust_return_date] \n This tag will be replaced by Plan-IT with the date in the work order on which the customer will be returned. \n \n \n [cust_return_time] \n This tag will be replaced by Plan-IT with the time in the work order on which the customer will be returned. \n \n \n [cust_collect_date] \n This tag will be replaced by Plan-IT with the date in the work order on which the customer will be picked up. \n \n \n [cust_collect_time] \n This tag will be replaced by Plan-IT with the time in the work order on which the customer will be picked up. \n \n \n [car_collect_date] \n This tag will be replaced by Plan-IT with the date in the work order on which the car will be picked up. \n \n \n [car_collect_time] \n This tag will be replaced by Plan-IT with the time in the work order on which the car will be picked up. \n \n \n [car_return_date] \n This tag will be replaced by Plan-IT with the date in the work order on which the car will be returned. \n \n \n [car_return_time] \n This tag will be replaced by Plan-IT with the time in the work order on which the car will be returned. \n \n \n [rc_yes/no] \n This tag will be replaced by Plan-IT with Yes or No, depending on if replacement transport is selected in the work order. \n \n \n [rc_type] \n This tag will be replaced by Plan-IT with the type of replacement transport that is selected in Plan-IT. \n \n \n [waits_yes/no] \n This tag will be replaced by Plan-IT with Yes or No, depending on if the customer waits option is turned on. \n \n \n [price] \n This tag will be replaced by Plan-IT with the price of the fixed price agreement if that is entered in the work order. \n \n \n [reception_name] \n This tag will be replaced by Plan-IT with the full name of the receptionist that has created the work order. \n \n \n [reception_function] \n This tag will be replaced by Plan-IT with the function of the receptionist that has created the work order. \n \n \n [reception_telephone] \n This tag will be replaced by Plan-IT with the phone number of the receptionist that has created the work order. \n \n \n [reception_email] \n This tag will be replaced by Plan-IT with het e-mail address of the receptionist that has created the work order. \n \n \n [job] \n This tag will be replaced by Plan-IT with the main operation in the work order. \n \n \n [added_text] \n Extra text can be added to each appointment confirmation to personalise the e-mail. This tag is then replaced with the text entered by you. This option needs to be turned on in the systemsettings. This is the checkbox Free text can be added . \n \n \n \n \n All tags are optional. So you can decide for yourself which tags to use or not to use. \n \n In addition, you ca also hide and show sentences. \n \n Put one of the below tags in front of a sentence, on the same line, to either show or hide the sentence under certain circumstances. \n \n Use one of the below tags for that: \n \n \n \n \n {not_return_collect} \n The sentence behind this tag will be left from the appointment confirmation when the collect and deliver option is turned on in the work order. \n \n \n {not_return_collect_waits} \n The sentence behind this tag will be left from the appointment confirmation when the collect, deliver, or customer waits option is turned on in the work order. \n \n \n {not_car_collect} \n The sentence behind this tag will be left from the appointment confirmation when the collect car option is turned on in the work order. \n \n \n {not_return_collect_waits_timeappointment} \n The sentence behind this tag will be left from the appointment confirmation when the collect, deliver, customer waits, or time appointment option is turned on in the work order. \n \n \n {timeappointment} \n The sentence behind this tag will be added to the appointment confirmation when the time appointment option is turned on in the work order. \n \n \n {waits} \n The sentence behind this tag will be added to the appointment confirmation when the customer waits option is turned on in the work order. \n \n \n {not_waits} \n The sentence behind this tag will be left from the appointment confirmation when the customer waits option is turned on in the work order. \n \n \n {cust_return} \n The sentence behind this tag will be added to the appointment confirmation when the Company returns customer option is turned on in the work order. \n \n \n {cust_collect} \n The sentence behind this tag will be added to the appointment confirmation when the Company collects customer option is turned on in the work order. \n \n \n {car_collect} \n The sentence behind this tag will be added to the appointment confirmation when the Company collects vehicle option is turned on in the work order. \n \n \n {car_return} \n The sentence behind this tag will be added to the appointment confirmation when the Company returns vehicle option is turned on in the work order. \n \n \n {price} \n The sentence behind this tag will be added to the appointment confirmation when a price is entered with the Estimate option in the work order (price greater than 0). \n \n \n {mot} \n The sentence behind this tag will be added to the appointment confirmation when the MOT option is turned on in the work order. \n \n \n {tyrechange} \n The sentence behind this tag will be added to the appointment confirmation when the Change tyres option is turned on in the work order. \n \n \n {rc_yes} \n The sentence behind this tag will be added to the appointment confirmation when the Replacement car option is turned on in the work order. \n \n \n {rc_no} \n The sentence behind this tag will be added from the appointment confirmation when the Replacement car option is turned off in the work order. \n \n \n {rc_no_notwaits} \n The sentence behind this tag will be added from the appointment confirmation when the Replacement car option and the customer waits option are both turned off in the work order. \n \n \n {rc_car} \n The sentence behind this tag will be added to the appointment confirmation when the selected Replacement car option in the work order is a car. \n \n \n {rc_bike} \n The sentence behind this tag will be added to the appointment confirmation when the selected Replacement car option in the work order is a bike. \n \n \n {fastlane} \n The sentence behind this tag will be added to the appointment confirmation when the Fastlane option is turned on in the work order. \n \n \n {diagnostics} \n The sentence behind this tag will be added to the appointment confirmation when the Diagnostics option is turned on in the work order. \n \n \n \n \n All tags are optional. So you can decide for yourself which tags to use or not to use. \n \n The below example shows how the layout of the Appointment_confirmation.html file can be composed: \n \n Dear [salutation] [name] , Hereby we confirm the workshop appointment made by you for a [job] for your [make] with registration number [licenseplate] . {not_car_collect} You will bring the car at [date] to our establishment [establishment] . {not_waits} Your appointment is scheduled at [starttime] . We would appreciate it if you can bring your car 15 minutes prior. The mechanic can then start on your car at the scheduled time. {waits} Your appointment is scheduled at [starttime] . You will be waiting until the car is ready. {not_waits} Ultimately at [endtime] your car will be ready in our workshop. In case your car is finished sooner, we will inform you timely. You will be using replacement transport: [rc_yes/no] [rc_type] {cust_return} After you have delivered your car, we will be bringing you back home. {cust_collect} At the end of the day we will come pick you up again. {car_collect} We will be collecting your car in the morning. Our driver will contact you to make a time appointment. {car_return} At the end of the day we will bring you back home. {price} We have a price appointment of € [price] for the appointment. [added_text] When you have questions or comments regarding your service appointment, please contact us via contact@plan-it.nl or 085 2362500. With kind regards, [reception_name] [reception_function] [reception_telephone] [reception_email] \n \n You can customize your own appointment confirmation entirely to your liking or let the layout be created by a webdesigner. \n

How can I Export and import operations in Plan-IT Workshop?

When you create a new establishment in Plan-IT, it can take a lot of time to add all operations. When you want to add the same operations in the new establichment as there are in an existing establishment, you can save much time by copying the operations of the existing establishment to the new establishment. This can be done with exporting-importing. \n \n \n In the bottom of the Plan-IT window, select the establishment from which you want to copy the operations. \n \n \n \n Then click in the menubar on the option File . \n Select the option Operation . \n Press the key combination Ctrl + E (export). An information window appears with the message that the operations are exported : \n \n \n The operations are stored in a file with the name bewerkingen.csv . \n \n \n Now, in the bottom of the Plan-IT window, select the establishment to where you want to copy the exported operations. \n In the menubar, click on the option File and select the option Operations . \n Press the key combination Ctrl + I (import). \n \n Another window appears informing that the operations that are stored in the file bewerkingen.csv are being imported. You might only see the window flashing by for just a very short time, because when there are only several operations (less than 50) the import will be very fast. \n \n After this the operations are imported and you can select them in work orders. \n \n Pay attention when importing operations to existing establishments. When you import operations with the same name as existing operations, Plan-IT will overwrite these. The color and operation time will then also be overwritten with what's in the file bewerkingen.csv! \n

How do I copy the calendar to a new year?

As the end of the year approaches, many of our customers discover that there are no working hours available in the next year. \n The planboard is then all grey and it is not possible to schedule work orders. \n \n Follow the below steps to fill the planboard for the next year: \n \n \n Click in the menubar on the option File . \n Select the option Calendar . \n \n \n The Calendar window appears with the current month. \n \n \n To copy the working hours from the current year to the next year, click with the right mouse button on the week number of a filled week. \n Select the option Copy . \n \n \n \n \n Navigate to the first month of the next year with the buttons in the bottom right corner. \n \n \n \n Now click with the right mouse button on the first week of the new year. \n When it is a broken week (part of the days are still in the current year) you select the option Paste . \n \n \n \n The first week is now filled with the working hours of the copied week. \n Then click with the right mouse button on the first week that falls entirely in the next year. \n Select the option Paste special . \n \n \n A pop-up message appears that the copied week will be copied repeatedly to the end of the year. \n \n \n Click on the Yes button to confirm. \n \n \n The whole year is now filled for the first employee. \n \n \n To fill the calendar of the other employees with the same working hours, click with the right mouse button on the year in the top left corner. \n Select the option Copy . \n \n \n The whole year is now copied. \n \n \n Select another employee in the dropdown menu in the bottom left corner. \n \n \n The calendar of the selected employee is now shown. \n \n \n Click with the right mouse button on the year again in the top left corner. \n Select the option Paste all employees . \n \n \n A pop-up message appears that the copied year will be pasted to the next year for all empoyees. \n \n \n Click on the Yes button to confirm. \n \n \n A window appears now in which Plan-IT copies the calendar to all employees. Wait for this window to disappear again. \n \n \n In the bottom right corner , click on the Close button to close the calendar window. \n \n \n When you have configured an online module in Plan-IT, a pop-up window appears with the question if you want to send the edited working hours to the online module. \n \n \n Click on the Yes button to confirm (otherwise the online module will keep working with the old working hours where the next year is still empty, and customers will not be able to schedule appointment requests for the next year through the online planner). \n \n \n Now work orders can be scheduled in the next year. \n \n

How do I set up a work schedule for an employee?

When you add a new employees in Plan-IT, they do not yet have working hours on the planboard. Follow the below steps to add working hours on which work orders can be scheduled: \n \n Opening the calendar \n \n You add working hours in Plan-IT in the calendars of employees. Follow the below steps to open the calendar: \n \n \n Click in the menubar on the option File . \n Select the option Calendar . The Calendar window appears: \n \n \n In the bottom of this window is a field to select another employee, and buttons to navigate to another month or year. \n \n Below is a description for several different ways to add working hours: \n \n Copy working hours \n \n The easiest way to add working hours for a new employee is to copy these from an existing employee: \n \n \n In the bottom left corner of the Calendar window , in the Employee field, select the employee from which you want to copy the working hours. \n \n \n \n Click with the right mouse button on a day you want to copy. \n Select the option Copy . \n \n \n \n Then select the new employee to which you want to copy the copied day in the Employee field in the bottom left corner. \n Click with the right mouse button on an empty day where you want to paste the copied day and select the Paste option. \n \n \n \n Fill a year \n \n You can also fill a new year all at once. Follow the below steps for that: \n \n \n In the calendar window, click with the right mouse button on a week number and select the Copy option. \n Navigate to the first month of the new year with the buttons below the calendar. \n Click with the right mouse button on the first week of the new year and select the Paste special option. \n A pop-up window appears with the message that you will copy the week repeatedly to the end of the year. Click on the Yes button to confirm this. \n \n \n \n Add new working hours \n \n When there are no other employees available in Plan-IT with working hours, or when you want to give the new employee other working hours, you can add new working hours: \n \n \n In the Calendar window with the new employee selected, click with the right mouse button on an empty day.. \n Select the option Add . \n \n \n The Adapt working time window appears: \n \n The name of the employee and the date are automatically filled in. \n \n \n Enter a Starting time and End time . Keep the break times in mind here. For example, when the employee has a break from 10:00 until 10:15 then enter the starting time of the working day until the first break (for example from 8:00 until 10:00). \n Then click on the Save button. \n \n The first block of working time appears in the Calendar window. \n \n \n Again click with the right mouse button on the same day and select the option Add once more. \n Enter the second time slow (for example from 10:15 until 12:30) and click on the Save button again. \n Fill the entire first day this way. \n \n \n Now you can copy and paste the day as it is described previously on this page. \n

How do I add a new employee?

Follow the below steps to add a new user: \n \n \n Click in the menubar on the option File . \n Select the option Employee . \n \n \n \n In the Name field, enter the name of the employee. This name will be displayed on the planboard in the column with all employees. \n In the Functie field, enter what the function of the employee is, such as mechanic or service advisor. It will be displayed on the planboard below the name of the employee. \n In the Percentage active in count field, enter a number from 0 to 100 for how many percent the employee should count in the total planning. By setting this percentage to 90% for example, you keep 10% room in the planning for additional work, drop in customers, calamities etc. \n With the Order field, you can determine the order of the column with employees. This way you can put employees with the same function underneath each other. \n In the field Maximum number of cars to be serviced , you can set a maximum number of cars that the employee can service per day, to prevent that too many work orders are scheduled for the employee. \n In the field Color , you can link a color to the employee. The employee will then be shown in the selected color in the column left of the planning board. This way the various employees can be easily distinguished. Click the button to select a color for the employee and click the OK button. It is useful to give an employee the same color as the main operation they will be performing mostly. \n Turn on the option Do not include in planning to remove the employee from the employee column next to the planning board, but still counts for the days off planning. When you have an online module, this employee still counts for the online planning.maar telt wel mee met de vrije dagen planning, en ook in een eventuele online module. \n Turn on the option Service advisor when the employee can be scheduled as a service advisor. \n Turn on the option Do not count in capacity when the employee should not be included in the total capacity. The number of ae's (job units) in the bottom right corner of the employee will be set to 0 and does not decrease when a user schedules work orders on this employee. \n \n When everything is filled in as preferred, click the Save button to add the employee in the system. \n The window is emptied after clicking the save button to enter a new employee if preferred. Click the Cancel button when you are finished adding employees to close the window. \n \n Edit employee \n \n To edit the data of an existing employee: \n \n Click in the employee window in the Name field on the button to open a list of all entered employees. \n Click on an employee in the list to select it. \n Then click on the OK button to open the data of the selected employee. \n \n \n You can now edit the preferred data. When you are finished, click the Save button to store the new data.. \n \n Delete employee \n \n To delete an employee: \n \n First select the employee you want to delete. \n Click on the Delete button in the bottom left corner. \n \n A window appears where you need to confirm that you want to delete the selected employee. \n \n \n Click on the Yes button to delete the selected employee from the system. \n \n Keep in mind that you cannot delete an employee when there are still unfinished work orders scheduled on their name. If this is the case, an information window appears with the message that the employee cannot be deleted. First, move all unfinished work orders to other employees. \n \n

How do I automatically turn on checkmarks for certain activities?

Since Plan-IT Workshop version 5.171.9700 , it is possible to configure triggers, to make sure that when selecting certain operations in work orders, the option Internal order , MOT , or Change tyres is automatically turned on. This way you prevent that users accidently forget to turn on an option. \n \n Follow the below steps to configure triggers: \n \n \n Click in the menubar on the option System . \n Select the option Management . \n Click with the right mouse button on the green PLAN-IT bar. \n Select the option Systemsettings . \n \n \n \n In the System window that appears, go to the tab Triggers . \n \n \n \n Then click on the button Add to create a new trigger. \n \n \n The Triggers window appears: \n \n \n Select in the Establishment field whether you want to apply the trigger in all departments or only in a specific department. \n Then enter in the Trigger field what the work order should respond to. Enter the name of an operation or extra operation. By entering a part of a name you can have the work order respond to multiple operations with that part in the name. \n Finally select in the Type field which option in work orders dhould be checked on for this trigger. \n \n \n In the below picture, an MOT trigger is added as example, with the name MOT , for all departments: \n \n When you now select an operation or extra operation in a work order with the word MOT in its name, it will automatically put a check in the box for the MOT option. \n \n

How to import employees into Workshop?

It is possible to import employees in Plan-IT. You can use this for example when you are a new Plan-IT user, have many establishments, and you don't want to enter all employees by hand in Plan-IT. \n \n Create a .CSV file in which you enter all employees. Give the file the following layout: \n \n \n \n \n WERKNEMERNR \n VESTIGING \n NAAM \n WOONPLAATS \n FUNCTIE \n PERCENTAGE \n VOLGORDE \n MAXDOORGANG \n KLEURCODE \n EXTERNNR \n \n \n 1000207 \n Plan-IT International \n Jan de Jong \n Venray \n Airco \n 85 \n 6 \n 10 \n 5460904 \n JDJ \n \n \n 1000477 \n Plan-IT International \n Willem de Vries \n Venray \n Diagnose \n 85 \n 7 \n 10 \n 7961021 \n WDV \n \n \n \n \n Explanation of the fields: \n \n \n \n \n WerknemerNr: \n is the number that you use for the employee. Can also be the external number of the employee, does not actually matter. It does need to exist in this format, but we do not do anything with it. As long as it is a unique number. \n \n \n Vestiging: \n this is the name of what the establishment is called in Plan-IT. With this name we will search in Plan-IT in which establsihment the employee needs to be added. \n \n \n Naam: \n is the name of the employee that will be displayed in Plan-IT. \n \n \n Woonplaats: \n place of residence of the employee. \n \n \n Functie: \n is the function that will be displayed in Plan-IT. \n \n \n Percentage: \n is the percentage that you want the employee to be active in the planning. When you don't know the percentage we advise to keep it at 90% or 100%. \n \n \n Volgorde: \n this is the order in which the employees are sorted. When you enter this properly you can group employees with similar specialities. You can edit the order later in Plan-IT if needed. \n \n \n MaxDoorgang: \n this is a value that you will see below the planboard. You can enter a 0 when you don't want a limit om the maximum number of cars to be serviced. \n \n \n KleurCode: \n this is the color that the employee will be displayed in on the planboard. We usually advise to use the color of the operation they will be doing the most. For easy recognizability, try to keep it the same color in all establishments. \n \n \n ExternNr: \n this is the code that is used in Autoline for the employees.It is important because it is used to connect the calendar and days off from Autoline to Plan-IT. So make sure it is correctly entered. \n \n \n \n \n When the .CSV file is completely entered, start the program Import_Werknemers.exe which you can find in the Programs folders. \n \n Click on the button inthe Datapad import csv field to select the file with all the employee data, and click on the Importeren button. \n

How can I give more rights to a normal user?

Management module \n \n To configure this, go to the management module: \n \n \n In the menubar, click on the option System . \n Select the option Management . \n Click with the right mouse button on the green Plan-IT bar . \n Select the option Systemsettings . \n Go to the tab User + . \n \n \n Here you can turn on the options that you want to give to the user+ rights level. You can entirely configure this yourself. This gives the possibility to have a user manage employees for example without needing administrator rights. \n \n When this is done, you can give the users User+ rights individually in each establishment: \n \n \n In the Management module, click with the left mouse button on an establishment. \n All users are displayed now, and you can see what rights they have in the selected establishment. Click with the right mouse button on a user to change the rights level. \n In the contextmenu that appears, select the option (U+) User + . \n \n \n

How do I configure the Forgot Password option in Plan-IT Workshop? | FAQ

How do I configure the Forgot Password option in Plan-IT Workshop?

Since version 5.171.9814, Plan-IT Workshop has a password forgotten function.

When a user has forgotten the password, they can change it temselves.

Follow the below steps to configure this.

Configure the password forgotten function

Click in the menubar on the option System.
Select the option Management.
In the management window, click with the right mouse button on the green PLAN-IT bar.
In the contextmenu, select the option Systemsettings.

In the System window, go to the tab Forgot your password.
Enter the mail server details. Ask your system administrator for the correct data.
Then click on the Save button in the bottom right corner.

In the bottom right corner, click on the User button to switch to the user section.

In the user section, click with the right mouse button on a user for which you want to activate the password forgotten option.
In the contextmenu click on the option Edit user.

In the Edit user window, enter the e-mailaddress of this user in the E-mail field. Plan-IT will send a temporary password to this e-mailaddress when the user has forgotten the password.
Then click on the Save button in the bottom right corner.

Configure for each user their own e-mailaddress this way, on which they should receive the temporary password.

The function is now configured for use.

Use the password forgotten function

When the user enters an incorrect password with their username now, a pop-up window appears to inform that the password is incorrect.

After the user has clicked on the OK button, a button Forgot your password appears in the bottom left corner of the login window.

Click on this button to request a temporary password.

A pop-up window appears with the question if Plan-IT should send a temporary password to the configued e-mailaddress.

Click on the Yes button to confirm this.

An e-mail is sent now to the configured e-mailaddress with a randomly generated temporary password.

When the user logs in now with the temporary password, a window appears in which a new password can be created.

Enter a new password and click on the Change button in the bottom right corner.

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How do I configure the Forgot Password option in Plan-IT Workshop?

Configure the password forgotten function

Use the password forgotten function

Contact us for more information

Julian Hendriks

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