Create a virtual daily plan

Audience: Planner technicians

Model scenarios and test operational efficiency. To ensure optimal resource saturation, review resource schedules before they are finalized. 

Access the virtual daily plan

The virtual daily plan mimics the real plan's structure but limits data to simulated activities. To view activities and resources assigned to the simulation:

1. Navigate to Features > Scheduling optimization > Automatic scheduling > Scheduling management.

2. In the Schedules tab, search for your schedule.

   • See Search schedules.

3. In the Processing list table, right-click a specific template to simulate.

4. Click Daily plan.

Manage tabs

To find important information about activities and resources:

1. Go to the Virtual daily plan page.

   • See Access the virtual daily plan.

2. Select one of these tabs: 

   • Daily plan: See activities assigned to resources on a certain day.

   • Clipboard: Temporarily store activities to assign later.

   • Schedulable activities: Access all activities that can be scheduled.

   • Urgent activities: Access all activities that can be scheduled.

   • Schedulable bundles: Access schedulable bundles of work orders. 

   • Search scheduling: Find specific activities and resources.

   • Daily impact: See how effective the teams have been.

Note: Aside from the daily plan, all these functions are also in the real plan.

Access quick panels on desktop

To find information about activities and resources:

1. Go to the Virtual daily plan page.

   • See Access the virtual daily plan.

2. On the right, you can click these buttons:

   • Filter: Search for specific information in the daily plan.

   • Activities list: See a list of activities for the day.

   • Schedulable activities: Access all activities that can be scheduled.

   • Urgent activities: Access all activities that can be scheduled.

   • Bundles: Access bundles of work orders.

   • Multistage activities: Access a list of activities with multiple stages.

   • Resources: Access all resources.

   • Messages: View and send messages.

Access quick panels on mobile devices

To find information about activities and resources on mobile:

1. Either:

   • Swipe up.

   • Tap the panel.

2. Tap:

   • Generic filter settings.

   • Quick menus:

     • Urgent activities.

     • Resources.

   • Messages.

Configure the virtual daily plan view

Customize how data displays in the daily plan.

Customize columns

To change what you see in the columns:

1. At the top of the virtual daily plan, click the Columns icon.

2. Click the visible icon on or off to display:

   • Resource: Adds a checkbox for team assignments.

   • Column:

   • Summary: Shows a resume of the resource's schedule.

Sort resources

1. Click the Sorting icon.

2. Select a sorting criterion:

   • Resource's surname.

   • Resource ordering.

   • Start shift.

Manage simulated operations

To perform actions across the entire simulation day:

1. Click the Operations menu button.

2. Select an action:

   • Day cancellation: Delete all scheduling for that day in the virtual plan.

   • Model consolidation: Ensure orders aren’t included in future simulation runs.

   • Confirmation: Move simulated activities to the real plan.

   • Assignment: Pre-assign activities.

   • Lock scheduling: Locks the schedule to prevent changes.

   • Unlock scheduling: Prevent or allow future simulation runs to change the current assignments.

   • Cancel closed activities: Once activities close, are also cancelled.

View assignments in the real plan

To see tasks assigned to the real plan:

1. Right-click an Available time slot.

2. Select Details > Assignment detail.

Crystallize a plan

The simulation only impacts live operations once the simulated schedule officially crystallizes into the real daily plan.

Crystallize a day

Important: A day must have a new activity assigned to crystallize.

To confirm a day in the real daily plan:

1. Click the Operations menu button.

2. Select Confirmation.

3. On the warning message, click Continue.

4. When the system identifies the specific day, click Proceed.

5. On the success message, click Verify.

Crystallize a resource

To confirm a resource in the real daily plan:

1. In the virtual daily plan, right-click a resource's scheduling bar (a colored rectangle).

2. Select Confirmation.

3. Confirm the prompts to transfer only that resource's schedule to the real plan.

Note: In the virtual plan, red slots show the resource and day successfully crystallized.

Individual resource adjustments

In the virtual daily plan, manually edit specific resource paths or view their live status.

View real-time progress

To open the real daily plan pre-filtered for a specific resource:

1. Right-click the resource's scheduling bar (a colored rectangle).

2. Select Show real plan.

3. In the Request window, click Yes.

Lock specific activities

To ensure a specific activity remains fixed even if the rest of the simulation is re-processed:

1. Right-click a scheduled activity (the colored rectangle) in the resource's timeline.

2. If the schedule is unlocked, select Lock scheduling.

Edit schedule details

To change the schedule:

1. To expand details, on the left of the resource's scheduling bar, click the arrow icon.

2. View the Tasks tab and Timeline tab.

3. To manually edit intervention sequences, drag and drop or right-click colored bars that are yellow, grey, or white.

Understand activity status

To quickly identify resource availability and the status of specific work orders (WOs) in the virtual daily plan:

1. At the top center of the page, click the Key button.

2. In the retractable menu, review the following visual indicators:

See tooltips

To find additional information about a scheduled task:

1. Hover your mouse over any scheduled activity.

2. In the popup, see data like:

   • WO status.

   • Operation type.

Monitor capacity and urgency

Before you crystallize the plan, ensure your resources are neither overwhelmed nor underutilized.

Check resource saturation

To identify if you need to add more WOs or if certain resources are overbooked:

1. At the bottom of the virtual daily plan, click the Utilization dashboard button.

2. On the Saturation dashboard page, review the KPIs (key performance indicators).

Manage urgent activities

To quickly assign urgent tasks:

1. On the right, click the Urgent activities button (not the tab)

2. Review the list of high-priority WOs.

3. To assign an activity, drag and drop an activity from the panel directly onto a resource's scheduling bar.

Export the activity report

Generate and download an .xls file for all WOs currently scheduled for the selected day in your simulation. At the bottom of the virtual daily plan, click Activity report.

Finalize the session

To return to the main Scheduling management window, at the bottom, click Close.