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Assign and Schedule Work More Efficiently with AiM Team Scheduler

Team Scheduler is a graphical way to look at and visualize daily assignments for shop persons based on data the
user can select to sequence work, add or remove scheduled assignments, and generally see the job
assigned to a shop and the shop persons in that shop.  

(lightbulb)Work assigned in the team scheduler appears under the clock icon in the Anvil worklist. 

Retrieve unassigned work, assign people to it, and add it to their daily schedule — all in one place. Features include:

  • Filter work by key criteria
  • Sort work by priority, location, status, or assignment person
  • Drag and drop jobs to members of a resource team
  • Block out leave
  • Review and Add notes
On the menu, under "Work Management", select "Team Scheduler"
The Team Scheduler screen will look this way the first time you enter it. After this it will remember your
Quick Filters from your previous session and use those to populate the screen.

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The Quick Filters are at the top.

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The Quick Filters determine what data will be displayed in the phase listing under it. 

  • You can display the Phases that meet the quick filters or the leave codes that are available.  Just click the radio button for the option you want. The data will be displayed immediately.
  • Use the Quick Filters (Shop, Work Classification, Property, Phase Status, Assigned To and Find Work Order) to reduce the data being displayed.
  • Click the reset button to reset the quick filters (except the Shop) to blanks.
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  • Click the refresh button to refresh the data in the phase listing after changing the quick filters.
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In this example the quick filters are set to:

Shop: BAS Electrical

Work Classification: Maint/Corrective

Phase Status: Complete-Pending R

Make sure to click the refresh button Image Modified when you have selected info in the search.

(lightbulb)This would be a helpful search if the shop supervisor wanted to see all the work orders in complete pending review and change the status to closing and read/enter notes.

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The work order phase listing is initially sorted by the work order/phase column.  Change the sort by selecting the arrowsImage Modified the arrows will turn yellow when you have it sorted Image Modified

The description box pulls in the phase description. Change the sort by selecting the arrowsImage Modified the arrows will turn yellow when you have it sorted Image Modified

Property, location, priority, est start, est end, status and est hours all have the sort option Image Modified

To go to shop assignment select the person iconImage Modified.

Multiple people icon means more than one person is assigned Image Modified.

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Select the person(s) icon to bring up the shop assignment screen.

(lightbulb)This would be a helpful tool for a shop supervisor to add or remove a technician and set the primary tech.  Make sure to select apply after making changes. 

Image ModifiedUse the arrows to move the highlighted tech back and forth from assigned to unassigned. 

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Select the pencil box Image Modifiedto view/edit status and estimated hours.

(lightbulb)This would be helpful for a shop supervisor to update the estimated hours or change the status to closing.  Make sure to select apply after making changes.

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Work in Progress................lp 8/18/23 have 10 more sections to add....