Skills-based Planning

Prerequisites

Skill-based planning is part of paid plan.

Maintenance Skill

1 Maintenance skill. Work systematically with team skills needed for maintenance.
2 Skill tree. Organize skills in a tree structure. Choose a parent skill (leave the Parent Skill field blank) and specify sub-skills (by selecting a Parent Skill).

Resource Allocation

Resources are added on Work Order Plans and Work Orders.

If you want to get notifications if the chosen resource is not skilled for a given Work Order, go to Asset Management Setup in the Resource tab and select Warning to be warned about missing skills. Choose Error if you want to be blocked from choosing a resource that does not have the required skill.

Simulated lines will list assigned resources and warns if the assigned resource doesn't have the required skills for the job. On the simulated lines it is possible to check the result based on the skills.

Skills on Work Orders

1 Plan to use the right skills. Planners can plan to use specific skills to perform the work.
2 Skills on Work Order Resource Lines. Specificy on resource lines when special skills are required to perform the work order.

Maintenance Missing Skill

Use Maintenance Missing Skill to get an overview of any document (Work Order Plan, Work Order, Round Plan, and Round Order) where the required skills do not match the assigned resources.

Resource and Resource Skills can be opened from the list as well.

Search for Maintenance Missing Skills to create and view a list of all missing maintenance skills.

Example of list of missing maintenance skills
Example of list of missing maintenance skills

Scheduling Board: Skill-based planning

The Scheduling board supports planning and resource allocation based on maintenance skill sets.

The Scheduling board will inform the planner if the chosen Resource doesn't have the required skills to carry out the operation.

Setup

Assigning Skills to Assets

Assigning Skills to Work Order Plans

Work Order Plans alert planners that specified skill sets are required to perform the work at hand.

Work Order Plans can list all skills required to execute the work.

To work with skills in a structured way, it is possible to assign only Maintenance Skills on Work Order Plans.

Assigning Skills to Work Orders

To work with skills in a structured way, it is possible to assign only Maintenance Skills on Work Orders.

Work Orders alert technicians that specified skill sets are required to perform the work at hand.

View Skills on Posted Work Orders

After posting a Work Order, all data about skills are added to the relevant Work Order Ledger Entry such as the number and type of skills used and skills missing on a Work Order. You can access the data in Work Order Ledger Entries, or on a specific Posted Work Order -> History -> Ledger Entries.

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