Planning Control

Planning Control

7.0

Updated Loading Screen - From version 7 and onward, a loading screen has been implemented in Planning Control and is effective for all windows throughout the application.

Add button, via Workscope Tab

7.0

Scheduled checkbox - Select this checkbox to filter tasks based on their scheduled status.

Components Follow Up Tab, via General Tab

7.0

Note: From Version 7 and onward, this Tab is no longer available and its functionality is preserved through various options within the application.

7.0

Daily Transit W/O Button, via Interactive Planner Window

The Daily Transit W/O button allows users to create Transit W/Os for all scheduled flights of a selected date. Transit Work Orders are automatically generated upon the arrival of scheduled flights once certain requirements are met. These W/Os are identified by the 'TRANSIT' category and "TRANSIT_CHECK' E/C name.

Due At, via Due List Window

7.0

Min Yield Date - The Min Yield Date is calculated based on the Min Yield % of the E/C via the Engineering Control, Schedule tab in the core system. The Min Yield % field is used to make planners more effective so as not to perform an E/C too early. For example, if an E/C has a schedule of 100 days with a Min Yield % of 90% when the E/C has accumulated 90 days of actual time (usage from the last compliance) the planner will be flagged in Planning via the Due Date/Min Yield Date.

7.0

Max Yield Date - The Max Yield Date is calculated based on the Max Yield % of the E/C via the Engineering Control, Schedule tab in the core system. The Max Yield Percentage in planning calculates a date the planners do not want to surpass based on the max percentage from Engineering (even though this date is not technically the E/C’s Due Date). For example, if an E/C has a schedule of 100 days with a Max Yield of 95% when the E/C has accumulated 95 days of actual time (usage from the last compliance) the planner will be flagged in Planning via the Max Yield Date.

Due List Window

7.0

Planning Filters

Note: Users can select multiple options for each filter available in the Planning Filters section.

7.0

Planning Elements

Clear Filter Button - Select this button to clear all filter selections in the Planning Elements section. This will return the Planning Elements section to the default filter configuration for the user.

Planning Actions

Clear Filter Button - Select this button to clear all filter selections in the Planning Actions section. This will return the Planning Actions section to the default filter configuration for the user.

From To Selection

Clear Filter Button - Select this button to clear all filter selections in the From To Selection section. This will return the From To Selection section to the default filter configuration for the user.

Planning Filters

Clear Filter Button - Select this button to clear all filter selections in the Planning Filters section. This will return the Planning Filters section to the default filter configuration for the user.

7.0

E/C Type - Select an E/C Type to filter the query.

7.0

Planning Dept - The Planning Department Code to assist the Planning department in filtering and planning tasks. The Planning Department is entered via the Engineering Control, Other tab in the core system.

7.0

Planning Sub-Dept - The Planning Sub Department code to assist the Planning department in filtering and planning tasks. The Planning Sub-Department is entered via the Engineering Control, Other tab in the core system.

7.0

Planned WO checkbox - The following functionality has been added to this field: Note: The Planned W/O checkbox has been renamed to the Tasks checkbox. Selecting the Tasks checkbox will cycle through three different states: All Tasks, Packaged Tasks, and Unpackaged Tasks.

All Tasks - The default option and will display all tasks.

Packaged Tasks - Will only display tasks that are assigned to a W/O.

Unpackaged Tasks - Will only display tasks that are not assigned to a W/O.

Details Tab, via W/O (Planning Control)

7.0

Note: Users can make changes in the Details tab when the W/O Status is set to Completed. However, new tasks can only be added when the W/O Status is changed to Open.

7.0

Filters, via Planning Control

The Filters drop-down allows users to create custom filter configurations by adding items from the Planning Elements, Planning Actions, From To Selection, and Planning Filters tabs.

Planning Results, via Due List Window

7.0

Note: Users can view the Sub-Category associated with an E/C in the Planning Results of the Due List window.

Note: The Last Compliance Date of an E/C is available within the Planning Results of the Due List window.

Engineering Tab, via General Tab

7.0

Note: From Version 7 and onward, this Tab is no longer available and its functionality is preserved through various options within the application.

Gantt Tab, via General Tab

7.0

Note: From Version 7 and onward, this Tab is no longer available and its functionality is preserved through various options within the application.

Interactive Planner Window

7.0

Note: Aircraft selected in the A/C dropdown in the top toolbar will appear in the Interactive Planner, even if the A/C does not presently have any LivePlan records in the database.

7.0

Note: The Interactive Planner will only display the destination of flights whose duration is greater than two hours.

7.0

Schedule Date Override checkbox - Select this checkbox to override the Schedule Date for an Overdue Work Order. If this checkbox is not selected, the Schedule Date for an overdue Work Order cannot be overridden or moved.

7.0

Aircraft without LivePlan data - Aircraft selected in the A/C dropdown in the top toolbar will appear in the Interactive Planner, even if the A/C does not presently have any LivePlan records in the database.

7.0

W/O Indicators - Ground Time, Parts, and/or Tool icons will appear alongside W/Os that contain that appropriate information. Selecting an icon will display the W/O pop-up. For more information on the W/O pop-up refer to New W/O button.

7.0

Man Hour Indicator - Man Hours (including MECH, INSP, and DUPLICATE INSP hours) entered on a Work Order will appear alongside it in the Interactive Planner window. Selecting the hours will display the W/O pop-up. For more information on the W/O pop-up, refer to New W/O button.

7.0

Ground Time Indicator - Ground Time entered on a Work Order and/or associated with an Aircraft will appear alongside it in the Interactive Planner window. Selecting the hours will display the W/O pop-up. For more information on the W/O pop-up, refer to New W/O button.

7.0

Refresh button - Select this button to refresh the window.

7.0

Station Flight Arrival radio button - Select to sort sections by a flight's arrival station in alphabetical order.

7.0

Task Priority button - Select this button to set customized days for Priorities currently planned via the Interactive Planner.

7.0

W/O Category drop down - The following functionality has been added to this field:

Note: Multiple Work Order categories can be selected at once.

7.0

A/C Discrepancy checkbox - Select this checkbox to only display 'Red' Work Orders.

Note: A W/O will appear as 'Red' in the interactive planner for many reasons such as Overdue Maintenance Items, insufficient Man Hours, a difference in W/O location compared to the A/C landing location, and if the W/O Schedule or Ground Time is greater than that A/C's available ground time.

Inventory Planner Window

7.0

Description - The description of the Engineering Control/Defect/Part Control.

7.0

Due Date - The following was added to this field: The Due Date field is no longer displayed in red if overdue.

7.0

Create Requisition button - Select to create a Requisition for this part.

7.0

QTY - The following functionality has been added:

Note: The value displayed will reflect the quantity of the P/N in the main application (Available and Reserved).

7.0

P/O Count - The following functionality has been added:

Note: The P/O Count field will display as Yellow if it has the same location as the requirement linked to the P/O or REQ. The field will display as Orange if it has a different location.

7.0

REQ Count - The following functionality has been added:

Note: The REQ Count field will display as Yellow if it has the same location as the requirement linked to the P/O or REQ. The field will display as Orange if it has a different location.

7.0

R/O Count - The amount of current Repair Orders for the part.

7.0

Plan Date Header - This header will display the earliest plan date associated with the P/N. Users can also use this header to sort results by Plan Date.

7.0

Open Order/REQ etc - The following was added to this column: When a Requisition is open for this line item, the Requisition number is listed in this column.

Note: A Requisition with the same location as its linked requirement will have a yellow indicator next to it. A requisition with a different location will have an orange indicator next to it.

7.0

EC/Defect/Control - The following functionality has been added:

Note: A requisition with a single requirement will default to using that requirement's assigned location. However, the Priority must be manually selected via the Create Requisition button.

7.0

Create Requisition button - The following functionality has been added:

Note: Search fields are available in the Location, Priority, and Req Type drop downs within this button. Users can use these fields to quickly locate and select the desired drop down option.

7.0

Mix Schedule Button, via Due List Window

The Mix Schedule button allows planners to view an Engineering Control's mixed schedule (Initial Schedule and A/C Total Schedule). This option is only apparent for E/Cs with mixed schedules.

New Button, via Interactive Planner Window

7.0

W/O Prints Tab - lists all prints associated with the W/O

7.0

W/O Details button - When selected, this button prompts a pop up window that displays a streamlined version of the W/O Management window.

New W/O Button, via Planning Control

7.0

W/O Prints Tab - lists all prints associated with the W/O

7.0

W/O Details button - When selected, this button prompts a pop up window that displays a streamlined version of the W/O Management window.

Panel Tracking Tab, via Work Order Management

7.0

Note: From Version 7 and onward, this Tab is no longer available and its functionality is preserved through various options within the application.

Parts Tab, via W/O

7.0

Cancel Pick/Req button - Select this button to cancel associated Picklists/Requisitions at the line item level.

Note: Picklists/Requisitions will be automatically canceled when the associated Task Card is removed from the Work Order. For more information regarding Task Cards, refer to Task Cards Tab, via General Tab.

Labor Hours Section, via W/O

7.0

The following was added to this window: All Skills required for the W/O Task Cards will be displayed here even if there is no employee schedule currently set up for that skill.

Troubleshooting Category, via Due List Window

7.0

The Troubleshooting Category is displayed to the right of the Remaining field whenever a Defect Report containing Troubleshooting items is queried. When a Defect Report has multiple Troubleshooting Items, the Category corresponding to the last Troubleshooting Item is displayed in Planning Control.

Project Team, via General Tab

7.0

Note: From Version 7 and onward, this Tab is no longer available and its functionality is preserved through various options within the application.

Ready to Inspect Tab, via General Tab

7.0

Note: From Version 7 and onward, this Tab is no longer available and its functionality is preserved through various options within the application.

Rejected TC's Tab, via General Tab

7.0

Note: From Version 7 and onward, this Tab is no longer available and its functionality is preserved through various options within the application.

Resources Window

7.0

View By radio buttons - Users can sort the results on the Resource window via their selected button.

Date - select this button to view records by their associated date(s)

Hour - select this button to view records by their associated hour(s)

Security Options

7.0

W/O Delete - Enables access to the W/O Delete button in the New W/O window.

W/O Engineering Order Delete - Enables access to the Engineering Order Delete button in the W/O Workscope Tab window.

W/O Task Transfer - Enables the Transfer button in the W/O Workscope Tab window.

Task Cards Tab, via General Tab

7.0

Note: Task Cards removed from the Work Order will have their associated Picklists/Requisitions automatically canceled. For more information regarding Picklists//Requisitions, refer to Parts Tab, via W/O.

7.0

Transit W/O button, via Interactive Planner Window

The Transit W/O button allows users to add a new Transit Work Order to a specific pre-existing flight. Transit Work Orders are automatically generated upon the arrival of scheduled flights once certain requirements are met. These W/Os are identified by the 'TRANSIT' category and "TRANSIT_CHECK' E/C name. Transit W/Os can also be deleted via the Delete button.

W/O Flag, via Due List Window

7.0

W/O - The following functionality has been added:

Note: The Work Order list will display W/Os in hierarchical order with the one with the closest Scheduled Start Date listed first.

Workscope Tab, via W/O

7.0

Note: Planning Control will prompt a hard warning when multiple of the same defects are added to a W/O.

7.0

W/O Prints Tab, via W/O

The W/O Prints tab provides users with a list of specific W/O related print and who printed them. This tab is informational only.

7.0

W/O Task Card Bust, via Planning Control

The W/O Task Card Bust window allows a technician to 'bust' or cancel a scheduled task. A task may need to be canceled for a number of reasons such as weather conditions, man power availability, lack of time, etc. The W/O Task Card Bust functionality allows the technician to cancel and therefore remove scheduled tasks and E/Cs against a Work Order that cannot be completed for whatever reason.

The Task Priority of a task will determine if the task can be busted. This can be set up via the Task Priority Transaction Code via the Production Transaction Codes.

Some tasks can be busted and are released from authorization immediately, while other tasks may require an authorization process. The Bust Authorization tab can be utilized by a lead technician or supervisor to authorize those tasks that require this process.

Interactive Planner, via Planning Control

8.1