Planner View Page

Use the Planner View page to designate the default appearance of the Planner page.

The Planner View page contains lists, fields, and buttons.

 

Lists

List

Contents

Tech

leave All Techs or click the arrow and click a specific technician

Shift

leave All Shifts or click the arrow and click a specific shift

Language

click the arrow and select the primary language (English or French)

 

Fields

Use the Select Component link to restrict the Planner to display only ROs with a selected component code.

Field

Contents

Select Component link

opens the Component Code Selection page where you select the component to display in the Planner page

Component Number

the selected component code

Component Name

the selected component name

 

Buttons

Button

Function

Save

saves the current selections and closes the page

Close

closes the page without action

Help

opens the Help for this page

(Sort)

 

  Unit Number

sorts the Planner page by unit number

  Needed Time

sorts the Planner page by needed time

  Customer

sorts the Planner page by customer

  Priority

sorts the Planner page by priority

(VIEW)

 

  (Master)

 

  Default

click this option button to view/change the default selection

  All

click this option button to select all of the options

(Status)

 

  Not Started

includes ROs in 'Not Started' status in the Planner page

  Invoice

includes ROs in 'Invoice' status in the Planner page

  Open

includes ROs in 'Open' status in the Planner page

  Finished

includes ROs in 'Finished' status in the Planner page

  Hold

includes ROs in 'Hold' status in the Planner page

  Reviewed

includes ROs in 'Reviewed' status in the Planner page

(Inside/Outside)

 

  Inside

includes inside ROs in the Planner page

  Outside

includes outside ROs in the Planner page

(Due In)

 

  Due in only

includes in the Planner page only ROs that are due in

 

 

Related Topics

Change Planner View

 

Updated December 20, 2004