Planner Columns

The Planner page contains the following columns of information.

 

Columns

The Planner page contains columns of information. Most of the items are also links to additional information.

Column

Contents

Link

Unit #

the unit number

opens the Vehicle Info page

Customer

the customer name

opens the Customer Details page

Work Summary

lists the jobs on this RO

opens the Repair Order page

or

indicates there are/are not notes for this RO

opens the RO Notes page where you can review/enter notes for this repair order

Needed Time

the time the customer needs the vehicle

opens the Needed Time page where you can change the time

Veh Stat

vehicle location (here, shop, Due In, Vendor)

Opens the page where you can change the location. Click the Due In link to check the vehicle into the shop.

Pri

priority (1-90)

opens the Set Priority page where you can designate the priority

Proj

the projected time for the repairs

 

Act

the actual time recorded for this RO

 

RO Stat

the RO status

 

Tech/Vend

the assigned technician/vendor

opens the Assign Tech page where you can assign/change technicians

Due In

date and time the vehicle is due in

opens the Reschedule page where you can designate/change the due in time

Arrived

date and time the vehicle was checked in

click the Due In link to check in the vehicle

Mileage

last recorded mileage for the vehicle

opens the Mileage page where you can record meter readings

Shift

shift assigned to repair this vehicle

opens the Set Shift page where you can designate/change the shift

 

Updated June 18, 2003