The work order modules (corrective, preventive and LTMP) also have a planboard option. The planboard can be used for three main options:
Show already planned work orders
The planboard is a visual representation of the resources (internal work order team) and already assigned work orders. The planboard has a day, week and month view the user can choose from. The planboard is used to quickly see which resources are available and which resources are unavailable.
Plan work orders via drag and drop
Via the toggle options ‘Show unassigned work orders' and 'Hide unassigned work orders’, it is possible to enable or disable the work orders to be planned overview, below the planboard. In this overview, submitted but not yet assigned work orders are shown. These work orders can be dragged and dropped to the applicable resource and applicable date. Once the work order is “dropped“ in the planboard on the desired resource and date, the work order becomes visible in the planboard and will automatically move to the status 'Work in progress' and is automatically assigned the the applicable resource.
The work orders to be planned overview need to be manually refreshed to update the list of work orders.
It is not possible to filter within the work orders to be planned overview.
When opening the planboard, the work orders to be planned overview below the planboard is intially hidden and needs to be shown (enabled) manually.
Sick and vacation
It is also possible to add unavailability (Sick or Vacation) for specific resources within the planboard. Sick and vacation can be added with a description and mandatory start- and enddate fields. This gives the planboard users directly the relevant information about unavailable resources.
