Planning grid

The grid has a set of default columns which are displayed, however, you can select which columns you would like to view. When you exit planning by clicking Save, the columns you selected are saved so that when you return, the same columns will be displayed automatically.

Navigate to Daily PlanningPlanning.

Grids are searchable, allowing you to, depending on the column information, search based on: 

  • Equal
  • Not Equal
  • Begins With
  • Ends With
  • Contains
  • Greater Than (for dates and numbers)
  • Greater Than or Equal To (for dates and numbers)
  • Less Than (for dates and numbers)
  • Less Than or Equal To (for dates and numbers)
  • (Empty)
  • (Not Empty)
  • Clear – option to remove the search criteria

Searchable grids are available in:

  • Daily Planning > Planning > Planning
  • Daily Planning > Planning > Scheduling > Work Orders
  • Daily Planning > Planning > Shift Log
  • Daily Planning > Planning > Events
  • Daily Planning > Planning > Work Orders

Grid fields (standard display fields)

Field Key Description
Mode

S

A

Simple. Can't assign events to work order.

Advanced. Can assign events to work order.

SM

Standard planning mode equipment.

Advanced planning mode equipment.

Strategy

Strategy task.

Condition monitoring intervention.

Non-strategy and non-condition based maintenance task.

Target Date   The Performed by Date which is set in the work order.
Confirmed   Strategy confirmed. This box is selected if the strategy date or usage was flagged as locked in the Long-Term Planning screen.
Overdue ! Overdue.
Duration   Number of hours required to perform the work order (elapsed time).
Labour Hours   Number of labour hours required to perform the work order.
Age   Number of days the work order has been in the Planning screen.
Job Ready Status

 

 

Not Authorised.

Authorised - Parts not ordered.

Authorised - Not ready.

Parts Ready - Authorised and ready.

Work Order Number   Work order settlement number.
Work Group   Group scheduled to perform the work order.
Primary   Primary task of event (if Advance Planning Mode).
Status


Outstanding = Yet to be planned.

Yet to Start = Work order has been planned.

In Progress = Work order is currently being performed.
Completed = Work order is finished.

Plan Start   Planned date when the work order will be performed.
Location   Location where work order will be performed.

Notes

  • Additional fields can be displayed as column headings adjusting Display Fields, which is an option in the Additional Filters section of the Grid.
  • For Advanced Planning equipment, the Event Start field should be included in the Grid.
  • Double-click a work order to open it. If a work order is part of a planned event (that is, it has been scheduled) then it will open the event first. The event will show all work orders and you can open the work order from there.

Business Rules for Operational Criticality, Risk Override and Risk Rating (optional fields)

  • If a work order is created from a strategy task, the default value for Operational Criticality is inherited from the source strategy task. The inherited value is read-only until the work order is saved.

  • If a work order is created from a strategy task, the default value for Risk Override is inherited from the source strategy task. The inherited value is read-only until the work order is saved.

  • Risk Override is disabled for new work orders until the work order has been saved.

  • Operational Criticality and Risk Override can only be updated for work orders with a status of Outstanding, Yet to Start or Deferred.

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