Plan jobs through the planning

Facilitate the planning and distribution of your operations

A new view is now available to help you visualise and plan your jobs more easily. Whether you're looking for an overview of your teams' workloads, or want to quickly allocate jobs over the coming days, you'll find it in the new schedule. As well as being able to see all the information about your jobs at a glance, you can now specify their duration with just a few clicks.

1. Composition of the global planning

The planning consists of two parts:

The list of jobs part
The planning calendar part

1.1. The list of jobs

The list of jobs at the bottom of the page is displayed by default. This list shows all types of jobs, regardless of status.

To view only jobs that can be planned, use the "status = planned" filter.

Your list of jobs will be saved automatically. So you won't have to redo the filters every time you log on to the platform.

This list is similar to the list tab in the “Jobs” menu. However, by default it displays all the generic ermeo attributes as well as the job attributes. So you can't choose whether to display them or not. This option is available in the customized views of jobs (more details in the next sections of this article).

The list of jobs can be exported in Excel format using the 'Export' button.

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Limitation It is not possible to export a job individually via the planning view.

Conclusion

There are two ways of displaying planned jobs on the schedule:

Assign the job to a user and set a start date on the job creation/modification page. Here is the link to the article: plan your jobs. This task will automatically appear on the schedule.
Drag and drop the job from the list of jobs part to the calendar part of the planning.

1.2. Displaying the calendar (planning)

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Prérequis

It is essential to have a user role with the "View planning tab" permission. To manage role permissions, see the following link: Manage user roles.

1.2.1. Date display

The calendar has three different display options:

A one-week display
A 2-week view display
A 4-week display

To determine the period you wish to display, there is a period selector above the calendar part of the planning, allowing you to select the first week you wish to see displayed. (The week on the schedule always starts with a Monday and ends with a Sunday).

Example 1

Display choice: 1 week Date selected: 31 January The calendar will therefore show the week from Monday 29 January to Sunday 4 February. Use the arrows to move from one week to another.

Example 2

Choice of display: 4 weeks Date selected: 31 January The calendar will show 4 weeks from Monday 29 January to Sunday 25 January (by default, the week of 31 January, the week selected, will be considered as the first week).

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Note

The single calendar arrows allow you to move from week to week.
The double calendar arrows are only available in the following views: 2 weeks, 4 weeks. They are used to move around according to the display option selected. For example, in a 2-week view, the double arrows will allow you to move by two weeks. In a 4-week view, they will allow you to move through 4 weeks.

1.2.2. User display

The calendar is displayed by team only. The jobs of different teams cannot be displayed on the same calendar. The list of users belonging to the selected team will be displayed on the left-hand side of the calendar.

1.2.3. Displaying jobs in the calendar

Choice of display: 1 week/2 weeks. Tasks assigned to a user are displayed directly on the calendar. Job names are separated by commas.
Choice of display: 4 weeks*. Only the total number of jobs assigned to users is displayed.

To view the full list of jobs in the calendar, move your mouse over the associated box (job details pop-up).

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Note It is not possible to access a job from the calendar part. The purpose of the calendar is to provide better visibility of the tasks planned by users. However, it is still possible to access the pages dedicated to jobs from the "job list" part at the bottom of the page.

1.2.4. Actions not authorized in the calendar

Unauthorized actionsCliquez pour utiliser cette solution	Tips
Plan job in the past.	Plan from the current date
Use the "drag and drop" technique to schedule work on weekends or public holidays. (These particular days are greyed out on the calendar).	Select these days from the page dedicated to this intervention.
Permanently remove a user's assignment using the "drag and drop" technique.	Go to the page dedicated to this job (from the list of jobs). It is only possible to move jobs from one date to another or to change user assignments by dragging and dropping.
Assign tasks to a team.	Go to the page dedicated to this task (from the list of tasks) to assign it to a team.

1.2.5. Attributes of jobs

Job attributes are displayed in the job details popup. This popup only displays attributes that have a saved value.

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Note

1.2.6. The notion of duration

When planning interventions, you can set the duration of the intervention only by day or by quarter of day (0.25 for the day shift, for example).

A duration equivalent to 2.35 will not be recognized by the platform and will therefore generate an input error.

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Note

1.2.7. Setting of the calendar part

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Prerequisites It is essential to have a user role with the "Manage schedule parameters" permission. To manage role permissions, see the following link: Manage user roles.

It is possible to set the colors of the tasks displayed on the planning. The choice of colors can only be set for multiple-choice job attributes (you can follow the case study below to understand this feature in detail).

2. Case study: Planning a job from the planning

2.1. Example 1

Create a form with the name "Boiler Inspection" and publish it.
Go to the "Jobs" tab, then click on the "Attributes" tab.
Create a multiple choice job attribute under the name "Type of job".
Set the choices for this attribute as follows:

Choice 1: Inspection