Team Scheduler - Supervisor (AiM)
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.
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" | |
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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. | |
The Quick Filters are at the top. | |
The Quick Filters determine what data will be displayed in the phase listing under it.
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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 when you have selected info in the search.
| The work order phase listing is initially sorted by the work order/phase column. Change the sort by selecting the arrows the arrows will turn yellow when you have it sortedThe description box pulls in the phase description. Change the sort by selecting the arrows the arrows will turn yellow when you have it sortedProperty, location, priority, est start, est end, status and est hours all have the sort option |
To go to shop assignment select the person icon .Multiple people icon means more than one person is assigned . | |
Select the person(s) icon to bring up the shop assignment screen.
Use the arrows to move the highlighted tech back and forth from assigned to unassigned. | |
Select the pencil box to view/edit status and estimated hours.
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Work in Progress................lp 8/18/23 have 10 more sections to add.... | |