Depending on the screen resolution, the tool bar at the top of the page may not display all the options introduced here. In this case, on the right of the tool bar you will see a button which contains the additional tools.




Filter


Click on "Filter" in the tool bar at the top of the page to access to the filter settings.

By default the schedule shows only the members of the department corresponding to the staff currently connected.

Select the content of a setting by clicking on , cancel the selection by clicking on .



      • Staff department / Team :

You can delete a department by clicking on , or add one by clicking on "Add".

Then it is possible to select active departments in the filter by ticking the box in front of each of them.


      • Operators to see :

Select the operators to see. If you select "Only subcontractors of suppliers", you have also to select a specific subcontractor.


      • See work sets :

Displays on the schedule the WO coming from the sets.


Then click on "OK" to apply the filter.




Operator present


Displays the colours legend used to represent the operations on the schedule.

Click on "OK" to close this window.




Select


Click on this area to select the operators to see on the schedule.

Tick the box in front of each line to add.

Click on "OK" to validate the selection.




Schedule displaying management


Move the schedule displaying with and on the both sides of the date.

You can zoom-in with and zoom-out with .

Select the displayed period with the tabs presents overhead the schedule : "Day", "Work week", "Week", "Month", "Time line day" or "Agenda".

The figure which precedes the period indicates the number of units (for example "2 | week" will show the operators schedule during two weeks).


If the schedule isn't in full displayed, you can make it scroll by using the scroll bars down and on the right.


The WR / WO to be scheduled list appears on the left of the schedule, it is possible to hide it by clicking on "Hide the list".

To display it, click on the button below on the right of the schedule




Create a work order


Select a period on a staff schedule by the mean of a click-and-drag, click-right and "Create a work order".

You access to the input of a new work order which contains a scheduled operation corresponding to the selected period on the schedule.

For the detail of a work order input, see Create a work order.




Inputting a quick report


Select a period on a staff member schedule with a click-and-drag, click-right and "Inputting a quick report".

You access to a new quick report creation which contains a operation done corresponding to the period selected on the schedule.

For the details of a quick report input, see Inputting a quick report.




Operations management


It is possible to :


      • Move the operation : by clicking on the operation thumbnail and making it move on an other period or on an other staff schedule.
      • Modify the operation duration : by clicking on the start or end operation border and making it move to resize.


By clicking-right on the operation, it is also possible to :


      • Consult the WO : consult the WO in which one the operation is present.
      • Modify the WO : modify the WO in which one the operation is present.
      • Create quick report : create the WO report in which one this operation is present. The detail of a report input is introduced in the chapter Inputting a quick report.
      • Copy operation : click on "Copy operation", and click-right on a free area on the schedule to "Paste operation".
      • Modify operation : opens the input window.
      • Delete operation : deletes the selected operation (Attention, the WO in which the operation is isn't deleted).
      • Generate a price request : generates a price request linked to the WO where is the operation.
      • Print : you can generate a PDF which presents a WO or the department order.




WR to accept


Click on the tab "WR" to the left of the schedule to access to the list of the WR pending.


Select the WR to plan and move it on the operator schedule, or :

      • Click on to reverse the sort order of the requests.
      • Click on to refresh the requests list.
      • Click on to modify the filter applied to the requests list.
      • Click on to switch the requests list to fullscreen.

Select the WR to plan and click on "Plan".

Choose the period of the operator schedule to which assign the WR by highlighting the area with a click-and-drag.

You can do it as many as required.

When the planning is done, click on "Planning in progress : please select a time period or click here to finish." at the bottom of the page to finish the        operation.




WO to be scheduled


Click on the tab "WO"to the left of the schedule to access to the list of the WO to plan.


Select the WO to plan and move on the operator schedule, or :

      • Click on to reverse the sort order of the work orders.
      • Click on to refresh the work orders list.
      • Click on to modify the filter applied to the work orders list.
      • Click on to switch the work orders list to fullscreen.

Select the WO to plan and click on "Plan".

Choose the period of the operator schedule to which assign the WO by highlighting the area with a click-and-drag.

You can do it as many as required.

When the planning is done, click on "Planning in progress : please select a time period or click here to finish." at the bottom of the page to finish the        operation.