Planned Work: Quick monthly reporting on outstanding and completed jobs
To get quick monthly reporting on outstanding and completed jobs, you can use the "Planned Work Calendar." This feature allows you to see all your Planned Work activities in one place. From the "Yearly view," you can see the total number of jobs scheduled per month throughout the year. Each cell on the calendar displays the number of schedules (active /inactive based on your filter criteria chosen ) per month for a particular routine. This view is particularly useful when looking at your overall activity for the year. To access the Planned Work Calendar, follow these steps:
The following information is displayed for the Schedules section. Assume the month is April.
• • Total Schedules :- Total of schedules due in April. If the Show Inactive Schedules check-box is enabled from the calendar filter, the total includes the inactive schedule count too. If this check-box is disabled, the total does not include the inactive schedule count.
• • Schedules Completed :- Count of active completed schedules and their percentage which are due in April
• • Schedules Outstanding :- Count of active outstanding schedules and their percentage which are due in April
• • Schedules Cancelled :- Count of active cancelled schedules and their percentage which are due in April
The following information is displayed for the Work Orders section. Assume the month is April.
• • Total Work Orders Raised :- Total of planned work orders which are due in April
• • Total Completed Work Orders :- Total planned work orders completed in April
• ✓ Work Orders Completed in <<Month>> :- Count and the percentage of completed planned work orders which are due in April
• ✓ Work Orders Completed from Other Months :- Count of completed planned work orders which are due in other months except for April
• • Work Orders Outstanding :- Count and the percentage of not completed planned work orders which are due in April
• • Work Orders Cancelled :- Count and the percentage of cancelled planned work orders (by user) which are due in April
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