Activity Planned Tab

The Activity form is displayed when you click the Activity button in the Here and Now group on the Workshop Launch Control form. The form is updated in real time in line with the Seconds to refresh parameter in the WL System Parameters. The Planned form will display each technician who is available to work, what jobs are in progress and what jobs are waiting for them.

From the Planned tab, you can view the status of tasks that have been assigned to a Technician.

Menu bar

File...

Exit: Returns you to POS

Technicians: Displays the Technicians form

Jobs: Displays the Jobs form

Activity: Displays the Activity form (not enabled)

Load: Displays the Load form

Numbers: Displays the Numbers form

Reports (If installed): Displays up to five Point-of-Sale (SO) reports which can be run from here

Help: Displays help on the current application using the default browser

Tool bar

	Returns you to POS
	Allows you to access the Technicians form
	Allows you to access the Jobs form
	Allows you to access the Activity form
	Allows you to access the Load form
	Allows you to access the Numbers form
	Displays help on the current application using the default browser

Status Filter (If installed)

Enables you to filter the Activity form using the status buttons on the Planned tab.

Colours	Description
	No - show - The vehicle has not been checked in
	Waiting - The Technician is clocked onto an Idle time code. The vehicle has been checked in and is awaiting Labour.
	Stopped - The task(s) for this vehicle have been stopped awaiting Labour, Parts, Authority or Others
	In - progress - The task(s) for this vehicle are in progress with the Technician shown in the Technician column
	Warning - Indicates an Assigned task where the Technician is no longer available to carry out the task
	Unavailable - The Technician is unavailable for that day or time

Note: Selecting the Show all box has the effect of resetting the filters.

Time: Shows the times according to the Start and End hours form the WL System parameters. Indicates the time to the nearest 15 minutes in the Time rows in green.

Technician: The technician names are colour-coded in line with their current status. Click a technician name to display the prompt to Unassign all tasks Yes or No.

If you click a resource type A for Advisor you will also get a further message displayed: Unassign appointment of WIP number ?? OK or Cancel. The job will be unassigned as long as you have a higher POS priority than the Unassign appointment priority in the Workshop loading system parameters (If installed).

Right-click a technician name to display a pop-up menu:

1. Clock In/Out: Displays the Technicians Activity form

2. Edit availability: Displays the Resource Availability Adjusted availability form

3. Unassign all tasks: Unassigns all tasks for that technician.

   If you right-click a resource type A for Advisor you will also get a further message displayed: Unassign appointment of WIP number ?? OK or Cancel. The job will be unassigned as long as you have a higher POS priority than the Unassign appointment priority in the Workshop loading system parameters (If installed).

Activity grid

Click a task to move it into unassigned. Right-click the first sector of a task to display a pop-up menu:

1. View WIP: Displays the Loading Details form

2. Goto WIP: Displays the main POS form for that WIP

3. Clockings: Displays all clocked activity on a WIP

4. Cut and paste: Removes the task from its current loading and opens the Wizard form to allow the task to be reloaded.

   If you right-click a resource type A for Advisor you will also get a further message displayed: Unassign appointment of WIP number ?? OK or Cancel. The job will be unassigned as long as you have a higher POS priority than the Unassign appointment priority in the Workshop loading system parameters (If installed).

5. Unassign task: Unassigns the task for that technician

   If you right-click a resource type A for Advisor you will also get a further message displayed: Unassign appointment of WIP number ?? OK or Cancel. The job will be unassigned as long as you have a higher POS priority than the Unassign appointment priority in the Workshop loading system parameters (If installed).

Note: You cannot cut and paste a WIP that is already in progress.

The letter X now appears in the first segment of a task to indicate that they are pinned jobs (appointment).

Warning: If you click Exit on the wizard form without assigning the task, it will be removed from the Planned tasks tab on the Activity form and will be moved to the Unassigned tasks tab.

With Title column

Indicates the technicians who are assisting.

Shifts (If installed)

Selects the required shift from the drop-down menu.

Teams (If installed)

Selects the required team from the drop-down menu.

Note: This will depend on what you have set in the Teams field in your Operator details. If it is set to blank then All teams will be available. If it is set to one team then that team will be supplied by default and you will get the option to view all the teams. If you have more than one team then the default will be All my teams with the option to view all the teams or each individual team.

PUSH BUTTONS

Refresh: Recompiles the list of Activity records

Related Topics:

Resource availability

Activity Unassigned