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Fri, 2010-01-29 10:23 — AlexAllen
Event Type:
Training
Presenter:
eMaint Product Specialist | Course Length | Approx. 2 Hrs. |
| Course Cost | $ 300.00 |
| Course Description | This session is designed for the seasoned X3 users and those newer to X3 that have a good, general understanding of work orders who are looking to make efficiency gains by employing a planning and scheduling process. We will cover the basics of planning and scheduling and strategies to increase efficiency through better work order management. The X3 Scheduler is then covered in detail, including different ways to use the calendar and how to quickly create and modify work schedules. |
| Course Prerequisites | Overview, Work Order Management Level 1 |
| Who Should Attend | Anyone who would plan and/or schedule work orders. |
| Material Covered | Why is planning and scheduling important? What is Planning and Scheduling? - The case for planning and scheduling - Example of unplanned work - Same example if work had been planned Work Order Management in a Planned/Scheduled environment - The 3 types of work orders: unscheduled, scheduled, past due - Key Performance Indicators in a planned/scheduled environment - Completion rate - % work planned/scheduled - Accuracy of work plan Planning in X3 Planning work orders - Est. Hous field - Priority field - Additional fields (Trade required, Status/Status Type, Availablity, etc.) - Related Parts table Planning PMs - Auto-Issue and Recommended Qty for parts Scheduling in X3 - Scheduled Date field on the Work Order form Assignments Related Table - Viewing and assigning from the work order Scheduler tab - Calendar Views - day/week/month, etc. - Modifying the calendar - what/how it displays work orders and assignments - WO Assignments - WO Grouped by Date - WO by Date - Color Settings Assigning Work - Contacts - Creating and Selecting Filters - Filtering the Calendar Detail View - Work Orders - Creating and Selecting Filters - Creating New Assignments - Updating Assignments - Rescheduling Assignments individually - Rescheduling Assignments in groups - Reassigning WO's individually and in groups |