Job site stage
Create your first table in the production schedule.
Go to the production schedule section (A), then name the table (B) and add filters (C) as needed. An icon indicates when a filter is active. ATTENTION: all filter categories must be added to the project and/or work order for work orders to appear in this table. In fact, you can create a calendar for each service offered within your company.
Production schedule
To begin, you need to add teams to the schedule (A). Click on the table name at the top right to see the dropdown menu. Select the team leader's name, then add the team members.
In addition, by clicking on the team leader's name, you can make changes.
Team leader name
Team color
Number of employees required
Team member names
Team composition and order are saved.
(A) Click on the calendar icon to hide the three-consecutive-month calendar.
(B) The arrows at the top right are used to move from one week to another in the calendar. The circle between the arrows returns you to the current week.
Validate the work orders assigned to your employees if you wish. Work orders are displayed in chronological order, and the number of people shown on the card includes the team leader only once.
You can select one to move it in the calendar (drag and drop).
(C) Drag the work order onto the red box to remove it from the schedule. You can also drag a work order to assign and add it to the schedule.
(D) Planned column, bottom left; directory of work orders planned in the calendar, i.e. scheduled in the timetable.
(E) Upcoming column, bottom right; directory of upcoming work orders, i.e. work that has been won but not yet scheduled.
(F) The bar at the bottom of each work order represents the progress of the job. This section is filled in using daily reports. It shows the number of hours worked over the estimated number of hours, the percentage progress and the number of employees required.
(G) Daily reports appear as a square on the day they are completed. You can click on the daily report link to view it.
(H) You can navigate between weeks by clicking on one in the three-month calendar.
(I) To remove a work order from the upcoming section, you need to close the work order. The upcoming section lists work orders that are waiting to be placed on the production schedule.
Team management
Notify team
(A) Press the downward-pointing arrow in the box representing the work order.
(B) Select Notify team.
The team leader and teammates assigned to this work order will receive an e-mail the day before around 4 p.m. reminding them of the information, including the address, and the link to the work order.
It is also possible to modify the team, freeze the work order where it is, and modify the vacation schedule.
Tables
You can create several tables. Each table represents a service offered by your company, as mentioned above. To do this, click on the name of your current table at the top right, then on New table.
Allowing work on days off and weekends:
From the work order that is already on the production schedule, at the top right choose the vacation schedule option to allow work during days off and weekends for that work order only.