Schedule a visit from the control schema

Use the Scheduler to plan work generated by a location's Control Schema, including activities added after an approved risk assessment. This article covers planning from the To plan cards and viewing the calendar by engineer or location.

Note

Required role: Manager

Schedule a visit from the Control Schema

Plan activities that the planner identifies as due.

1. From the home page sidebar, open Scheduler.
2. Select To plan to show the recommendation cards on the dates proposed by the planner.
3. Select the card for the activity you want to schedule.
4. In New Visit, check or set the Location, Date, From and Until fields.
5. Choose at least one person under Assignees.
6. Set Needs review if the completed visit must be checked before it is closed.
7. Select Schedule.

The planner removes the card after the visit is scheduled. A card can represent recurring work or a one-time activity. A one-time card is marked One-time; a visit containing both one-time and recurring work is marked incl. one-time.

Review the schedule by location or engineer

Use the weekly calendar to view planned visits grouped by location or engineer.

1. Open Scheduler.
2. Use the Week view.
3. Select Location to group the schedule by location, or select Engineer to group it by assigned engineer.

In the Engineer view, each row represents an engineer and shows that engineer's visits and weekly hours. An Unassigned row shows visits without an assigned engineer. The Location view groups the same schedule by location.

Check the Control Schema before planning

Review the activities available for a location before scheduling if you need to confirm what work the planner is using.

1. Open the location.
2. Select Control Schema.
3. Review the activity types and their status, frequency and progress.
4. Select an activity type to view its activities.

The Control Schema can contain activities generated by the rules engine or activities added after an approved technical recommendation. The activity status is calculated from its jobs and cannot be set manually.

Scheduling checks

• Only active organisation members with access to the selected location can be chosen under Assignees.
• Schedule remains disabled until a location, date and at least one assignee are set.
• If you enter a start time, you must also enter an end time. The end time must be after the start time and no later than 23:59 on the visit date.
• Schedule also remains disabled when the organisation does not work on the selected date, the building is closed, or the job estimate is still loading or has failed.
• If a scheduled visit already covers an activity for the relevant frequency period, that activity may no longer appear under To plan.
• Cancelling a visit leaves its activities due, so they return under To plan after the planner refreshes.

Video walkthrough

1. 1Accessing the Scheduler and Planning Visits

2. 2Scheduling a Visit from the Control Schema

3. 3Viewing Activities by Engineer