The Planner is used to manage Maintenance Tasks within the VIPER Metrics App. It provides a fast way to review outstanding maintenance items, whether Scheduled Tasks or Defects, and add them to Work Order (WO).
To begin, select the "MAINTENANCE" drop down in the menu and select "PLANNER".
This will open the Planner, set the filters at the top to display the Project and Assets you would like to view.
The left-hand panel displays all Defects and Tasks across all Assets on the Project selected.
The central panel is where you create Work Orders (WO) from, and the right-hand panel shows all existing WOs across the Assets.
Firstly looking at the left-hand panel, the top of the panel allows you to filter the data to show either "Defects" (left) or "Scheduled Tasks" (right). Click on any task to view the Defect/Scheduled Task.
To create a plan for one of these, click on the "Not Planned" icon on the task.
A pop-up window will appear. Complete the "Due Date", any "Planning Notes", and the "Planned Completion Date".
Once all information has been added, click the tick at the bottom to save.
The Planned date will now display on the Asset task.
To create a Planner with multiple tasks, select a task from the left-hand panel, this will automatically filter to all the outstanding tasks for that Asset.
Select the tasks you want to be completed on the same Work Order.
This will automatically prefill these onto the Work Order panel in the centre. Depending on the tasks selected, a description will be automatically created, this can be edited to whatever best suits the origin of the WO.
Continue to complete the WO as usual. To see how to Create a Work Order, click on the link below.
Once completed, save the WO by clicking the tick at the bottom. This card will now display on the right-hand side panel.