The Planner Tab - Scheduler

The Planner Tab - Scheduler

Users can assign work by using the Planner tab within the Scheduler module. The Planner tab houses filtering options to help users easily find work orders and assign them to other users. The Planner tab also houses a drag-and-drop option for assigning work orders within an individual's schedule via the Manage Workload button.

Navigate to the Scheduler Module

To navigate to the Scheduler module:
  1. From the NEXGEN dashboard, click "Maintenance."
  2. Click "Scheduler."

Assign Work Using the Planner Tab

The Planner tab is where users can easily assign work orders to other users. To use the Planner tab:
  1. Navigate to the Scheduler module.
  2. Click the Planner tab at the top left of the screen. Work orders will display organized into buckets. Each bucket represents a resource; their names are displayed at the top.
  3. Click the Filter button at the top right of the screen. This will open a menu with filtering options.
  4. Adjust filter settings as needed, then click "Save."
  5. Work orders that match your filtering options will populate on the screen. You will be able to assign these work orders by dragging and dropping them to specific individuals.
    1. The resources with the most availability will be shown first across the board.
    2. When a work order is dragged from the left-hand side to the right-hand side's person's bucket, the person will be added as a Resource.
    3. If there are no estimated hours on the work order, it cannot be dragged from left to right.
    4. When dragging from left to right, the work order will NOT disappear from its original position. This is because work orders can have multiple employees. Conversely, work orders can only have one Supervisor and Lead.

Managing Work Orders for Individuals via "Manage Workload"

Users can also view an individual's availability by clicking "Manage Workload" within their specific bucket in the Planner tab. Upon clicking "Manage Workload," the board view will change to a calendar view and the left-hand work order bar will only show the work orders assigned to that individual. To enter the "Manage Workload" screen:
  1. Ensure you are on the Planner tab in the Scheduler module.
  2. Locate the bucket of the resource whose availability you would like to view.

  3. Click "Manage Workload" in that bucket.
  4. You will see a calendar view of that resource's assigned work orders. Drag and drop work orders to rearrange work order schedules as needed.


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