The Planned Schedules area allows you to view all Planned Schedules that have been created.
Each schedule must be set up for sites, locations, or assets (specifying an asset class). Multiple sites, locations, or assets can then be attached to the planned schedule.
The grid can be customized to show other columns related to your schedule as shown below:
You can also filter the results shown, which displays the filters:
You can select the individual Schedules which will bring you to the page containing all the details for that schedule.
Here, you can Delete or Edit the Schedule. Select Back to return to the grid of Schedules.
To create a Planned Schedule select the New Schedule button in the top right corner of the Planned Schedules view:
This opens a window that allows you to uniquely set the criteria for your Planned Schedule such as the frequency of the schedule, the resource to execute it and many more details that you can include for your Planned Schedule.
Once the headline data for each schedule is set up with core data, you can attach your sites, assets, or locations to the schedule.
Please note: If the Planned Schedule is of compliance type Statutory and there are overdue jobs, the Planned Schedule will be flagged as not compliant.
There are 3 schedule types: Regular, Sliding, and Absolute (the most commonly used is Regular):
- A Regular schedule creates one job at a time, the new job is created once the current due job is completed. This type of schedule will follow the same period schedule regardless of when the job was marked as complete. So, for example, if a monthly schedule starts on the 15th of June, and the current job for the 15th of August is marked complete on the 23rd of August, the next job will be created for the 15th of September.
- A Sliding schedule creates one job at a time, the new job is created once the current due job is completed. This type of schedule will follow the same period schedule, but will set the new job based on the date of the last completed job. For example, if a monthly schedule starts on the 15th of June, and the current job for the 15th of August is marked complete on the 23rd of August, the next job will be created for the 23rd of September.
- An Absolute schedule creates jobs in advance, regardless of whether previous jobs have been completed. With this type of schedule, you can specify how many jobs Trackplan will generate in advance.
You can also choose to delay the creation of a planned job to just before it is due to be delivered – this helps to avoid confusion for users and resources. This can be done in the same section where you choose the Schedule Type. Underneath the drop-down for Schedule Type, there will be an option to choose whether the schedule creates a new job immediately:
If you un-tick this box, you will now have the option to delay the creation of jobs until a specific amount of days before it is due. This feature can be useful in order to not clog up the jobs list if you have a lot of jobs:
You can also set up a maintenance schedule quickly against a specific site or asset from the planned schedules tab of the site or asset details page:
From here you can select Add Schedule from the right-hand side of the page:
The job generator creates jobs behind the scenes every 20 minutes. You can also kick this off by clicking the three dots next to the Filters button which will display a Generate Jobs option from the planned schedules area:
You can also set up groups and link planned schedules. Click here to learn more about Planned Linked Groups.
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