| # Assigned Activities Section -GANTT This section displays a graphical view of the service activities based on the assignment planned start and finish time. The user can view all the engineers in the left of the section and all the service orders/activities assigned to the engineers on the Gantt view on the right of the section. The employee’s availability and non-availability, based on their calendar data, is also displayed. The first and second row of the Gantt chart display the activity constraints of a selected activity, including the planned Start/Finish Time, Earliest Start/Latest Finish Time, Installation Group Calendar, and so on. Assigned Activities Section: Other Features This section explains the additional features supported by the Service Scheduler. Show Activity Constraints Feature This feature provides you with a detailed view of whether the earliest start time, latest finish time, installation group calendar, planned start time, planned finish time, and ATP are in sync or if there is any deviation. When an activity is selected, the first two rows in the Gantt chart display one task bar each. The task bar in first row represents the planned start time and planned finish time of the activity. The task bar in the second row represents the earliest start time and latest finish time of the activity. Also an indicator is displayed for the ATP date. The Installation Group Calendar information is highlighted in the second row. The Conflicted icon displays the reason for the conflict. You can select the colors for the task bars and the ATP indicator in the User settings section, on the Colors tab. Assignment Update Use this option to plan for each assignment individually. For example, the first activity has a duration of 5 hours and the second activity has 3 assignment lines. You can then schedule the 3 assignments with the durations 2 hours, 2 hours and 1 hour respectively. When you saves the plan, the assignment planned start and assignment planned finish times of all the three assignments are updated to ERP. However, the activity duration, activity planned start, and activity planned finish times remain the same in ERP. Various Filter views in Gantt You can select various views of the data on Gantt using the filters: Selected Activity’s Context: All engineers assigned to the selected activity are displayed in the left section of the Gantt chart. The selected activity and the related assignments are displayed on the right section.. No other activities assigned to the selected engineers are displayed on the Gantt. Features such as Unassign, Cut and Copy are disabled in this view. Selected Order’s Context: All engineers assigned to all activities under the selected order will be displayed in the left section of the Gantt chart. The selected order and the related activities and assignments are displayed in the right section. No other activities assigned to the selected engineers will be displayed on the Gantt chart. Features such as Unassign, Cut, Copy are disabled in this view. Show All Overlapped Activities: All the overlapped activities available during the selected time frame (within a day, or a week or a month) are displayed on the Gantt chart. In this view, only the overlapped activities are displayed. To exit from this view, select the Show All option. Show All: When you initially log in to workbench, the default view is displayed. In this view, all the service engineers are displayed. When you refresh the data or on selecting an unassigned activity from the grid, the view changes to the default view. WHT (Working Hour Type) View: When you select the display color for the Working Hour types in the User settings, the Working hour type view icon is enabled. When you click the Working hour icon, all the engineers available for the configured working hour types are filtered and displayed. This helps in planning the weekend duties, new product duties and so on. Task bar Context Menu options Right-click the activity on the GANTT chart, the context menu with these options is displayed Convert to Task Bar This option is enabled for all activities: When the assignment planned start time and finish times are the same. When an unassigned activity is assigned to an engineer, using the Drag and drop option, and if the duration is zero, the activity is displayed as a diamond. Select the Convert to Task bar, option to convert the activity to a task bar. By default the duration is set to 30 minutes. These options are available only for activities with the status Free, Planned, and Released. UnAssign Use this option to unassign an engineer already assigned to an activity. The assignment line is deleted from both ERP and the workbench. You can also unassign multiple activities. After the assignment(s) for an activity are unassigned, the assignment(s) are either removed or converted into unassigned activities, if the activity belongs to the selected department. Cut, Copy, and Paste When you add an activity to the Gantt chart using the Cut/Paste option,, the activity’s planned start time is considered as the scheduled start time. If the Cut/Paste-Respect option is selected then time defined for the activity is used. The same is applicable for the activity’s assignment planned start time. For more details on the Multiple Activity Cut-Copy/Paste option, refer to the Multi Activity Planning for Assigned Activities section. Drill back options Drill back options such as Drill to Service Order, Drill to Service order lines, Drill to Service order activity lines, Drill to Service order activity details, Drill to Service engineers, and Drill to Appointment are available which enable you to access the ERP sessions. For the drill back sessions such as Service order details, Service order lines, Activity details, and Activity lines, if you change the data in ERP the changes are updated to the workbench. Foreman Assignment A foreman is a service employee, who has several service employees reporting to them. If you select an unassigned activity, using the drag and drop option, and assigns the same to a foreman, the Foreman Assignment option is enabled. To view this option right-click the selected foreman name. If this option is selected, multiple assignments, wherein one assignment is assigned to each service employee, are created. The view mode changes to Selected Activity’s Context when the Foreman Assignment option is selected. All the newly created assignments are displayed on the Gantt chart in a single view. The Foreman Assignment option can also be enabled using the Copy/Paste option. Show Route When you select multiple activities of the same Engineer, the Show Route option is enabled. This option will map the route based on the multiple activities. The GPS co-ordinates of the activity’s location address are considered for the internal process . The Route is based on Assignment Plan Start Time. Release A Free or Planned activity can be released from the Scheduler using the Release option. Gantt Context Menu options Right-click an empty area on the Gantt chart, the context menu with these options is displayed: Create or Change Working Hour Using this option, you can change the status of the working hours of an engineer to Available or Unavailable. To access this option right-click the GANTT chart. Create Service Order You can insert a service order from the workbench using the Create Service Order option. ”. An ERP session is opened from the workbench; wherein the planned date is transferred from the workbench. You must create a new activity. The current engineer is automatically assigned to an activity. To view the new order on the Gantt chart, you must to select the Save changes and Exit (Ctrl+L) option in the ERP session. Drill back sessions Drill back sessions such as Drill to Employee details, Drill to Skills by Employee, Drill to Hours accounting, Drill to General hours accounting, and Drill to open ERP calendar enable you to access the ERP sessions from the Workbench. |