As a Primary Admin, you can create one or multiple Schedules to decide When your Ops ought to be completed by your Staff.

To start creating/modifying your Schedules, navigate to the Operations menu, click on the Op of your choice and look for the Schedule tab at the top.

The scheduling tool allows you to create Basic Schedules for your Ops, you can build:

Additionally, you have the option to create Schedules based on Places:

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You can add as many Schedules as you deem necessary to effectively manage your Org.


Basic Scheduling

Ongoing Schedules 🔁

Creating a Schedule allows you to decide within which timeframe your Op needs to be completed, and how often it reoccurs. You can in fact set a Schedule for an Op to repeat:

  • Daily

  • Weekly

  • Monthly

  • Annually

Ops spanning multiple days, weeks and months

Some of your processes might not occur on the same day. For example, electrical testing can be completed anytime this week.

To facilitate this, on top of defining a due date and time, you now can choose:

  • How far in advance the Op can be started

  • How far in advance the Op can be visible

  • When the Op is considered missed


Schedules based on Places

Different Schedules for different places

The ability to associate Schedules by Places prevents you from having to create duplicated Ops for each one of your sites.

In large Organisations, sometimes the same Op oughts to be completed at different times depending on the Place.

Scheduling Ops for All Places within X

When creating a schedule you have the option to assign a Schedule to all the Places that exist within a Parent Place (as seen on our Add and Organise New Places article).

Once you select the Parent Place, the system will automatically confirm the Places that exist within it, so that you can make sure the correct group of Places is being selected.

Scheduling Ops using Place Tags

You also have the option to assign a Schedule to all the Places associated with a specific Place Tag as configured in your Places hierarchy.

Once a Tag is selected, the system will automatically display which Places hold that value, so that you can make sure the correct group of Places is being selected.


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