1. Open the schedule
1. Go to the menu bar, navigate to "Planning" go to "Planner" within the module.
2. You can select different timelines: day, week or month.
3. Here you can switch between different days, weeks or months depending on the timeline you selected.
4. If you press "Today" you will automatically go back to today's overview.
5. Here you can see all your colleagues. It is possible to schedule people individually as well as by team. Currently no teams are created and we see all colleagues individually.
6. If you want to schedule on a colleague (individual level), you can do this by dragging the mouse on the line of this colleague between the selected times. If you do this then the scheduling overview opens.
7. If you want to schedule a project (team level) and see which colleagues you want to assign to it you can do this by dragging your mouse above all colleagues. If you do this then the scheduling overview opens.
2. Schedule in on a team
8. To schedule a project you must first select it. Depending on the filters you have enabled you will see the possible projects listed here. You can create a filter by pressing this icon. You can also see how many filters are currently on.
9. Here you see all the colleagues you can schedule. When scheduling teams, here will be the colleagues that are within this team.
10. If you have set the competencies and want to schedule by hours, from now on you will see under the projects how many hours this project would cost based on the project data. By pressing on the project you select it and can schedule it.
3. Set a filter to find a specific type of project
11. First, select which scheduling types you want to schedule from this project.
4. The project overview
12. You can find the details of the project here.
13. You can also see what competencies apply to this project.
14. Then you can schedule your colleagues on the planning type. If you work with competencies, you can also see which colleagues match this planning type and which do not.
5. Schedule colleagues on the planning type
15. Scheduling the team members is done here. If there are multiple scheduling types, you can also pick different times and add other team members on these different scheduling types.
16. Here you enter the times in which you want one or more mechanics to engage in the this scheduling type.
17. Here you select the team members you want to assign to this scheduling type.
18. When you have everything scheduled then you can press the "Schedule" button. You can update the status to project scheduled if you press the arrow next to the "Schedule" button. You don't do this when scheduling an inspection, but you can do it after scheduling your mechanics, for example.
6. Looking at the projects in planning
19. In the schedule you will now find the project. You can see by the team when this particular team is scheduled.
20. You can also see for each team member when and where they are scheduled.
