Workshop Planner is one of the parts of UI5 application.

Below are presented and explained:

General Information

The Workshop Planner application is a highly interactive tool that has been service order management, planning the resources etc. The Workshop Planner application makes it simple

to capture 100% of a workshop's potential. The workshop planner was built based on colorful layout, through which information on actual status in service workshop can be acquired without difficulty. The information is viewable in varying colors, so that foreman service workshop management can be facilitated.

Based on received SRS orders and other orders, you may perform work planning and re-planning. Apart from that, it could be possible to schedule test-drive, rental cars, equipment and several other resources. Mechanics can be planned out for the work or grouped based on their specialization (role).

On the left side of the application user can find the list of all demands.Workshop planner – Time clocking interval (4)

On the right side of the screen a table view with demands allocations is showed.

Workshop planner – Time clocking interval (1)Workshop Planner - overview screen

The planning of the SRS-Order can be done automatically via the OAS Application or via the Report /DBME/WMA_WP_BC. The system is doing the planning in assigning the demand type of the SRS-Order Items to the relevant Resources with the resource role. This assignment is found in the planning scenario. The scenario can be found by several parameters from the SRS-Order:

Company Code
Sales Organization of the relevant Hierarchy ID
Plant
Distribution Channel
Division
Order Type of the SRS Order
Hierarchy ID of the SRS Order
SAP Username

The combination of the Parameters and sequence of access can be defined in the Customizing of the SRS Application.

Definition of the Lean Condition to find the Planning Scenario

The Determination of the Planning Scenario can be done by the user (after definition in SRS Customizing).

Definition of the Lean Condition to find the Planning Scenario

With the planning scenario the planning procedure is found and the allocation of demands and resources takes place.

Definition of the Lean Condition to find the Planning Scenario

Demand assignment

Demand can be assigned using drag and drop.

User can drag the demand and drop it on selected resource.

Workshop planner - create allocation (1)

System will display a pop-up with confirmation of the allocation, like following:

Workshop planner - create allocation (2)

Demands list

Both allocated and not yet allocated demands can be listed.

Such setting can be configured using Filter >

Workshop planner - Demands list

It is easy to differentiate between the demands. The demands that are already allocated are marked with green line, like on the example below:

Demands in order

Edit allocation

Edition of allocation can be started:

By double click on allocation
By right-mouse-click on the allocation and

Workshop planner - Allocation edition

Copy/paste demand

Demand can be copied and pasted to another resource if needed.

Copy functionality is available after right-mouse-click on the resource.

Workshop planner - copy demand

Button “Paste” is located above the matrix with planning.

Workshop planner - paste demand

Show demand details

Details of the demand can be showed by right-mouse-click and choosing “Show details” from the menu:

Workshop planner - Demand details

Show order details

At any time it is possible to show the order details in the application To-Do Basket.

User can do it by right-mouse-click and choosing “Show order details” from the menu:

Workshop Planner - Show order details

Add to resource

Workshop planner allows the user to add additional reservations, absence etc. to the resources. It works the same as described in Resource Planner

Flag “all resources”

After showing the order in workshop planner, there are visible only those needed resources to complete the chosen order.

Workshop planner- resources needed to complete the order

It is possible to show all resources by selecting “All resources”.

Flag “All resources”

Allocated/not allocated demand

Workshop planner includes demands list at the upper left corner of the main view. This one enables user to divide appointments into two following group:

Allocated
Not allocated

Workshop planner- grouping of demands

There is also an option to group it according to “demand type”, “hierarchy”, ”SRS order number,” and “BO User status.”

Workshop planner- grouping according to demand type and hierarchy, BO User status and SRS order number

The figure below shows that “Dealer Audi Zurich Spreitenbach” was chosen what’s mean grouping will be shown only for this value.

Workshop planner- grouping by hierarchy type

If only “demands type” need to be shown it is necessary to select it from the main view and then pick relevant values.

Workshop planner- Grouping by demand type

Grouping of demand

If an order has few activities to do, they are visible in a different place on the diagram. System assign it depending on damages/ faults and work time. It happens, that activities must be divided into two days what means that user does not know total time of work. Activating demand grouping will collect the orders in one tile and total time will be given there as well.

Grouping of demands is divided into two groups:

For group resource (by role)- bays, driver, replacement car, etc.
For single resource (by type)- room, person, tow truck, etc.

Workshop Planner- Grouping of demand

Workshop Planner- Schedule of the order

Picture above presents the order which has been scheduled for two days, but total time in hours (per day) is not known for user.

Workshop Planner-Scheduling with grouping

In this case, worker grouping was activated, what means that every assigned work for relevant car will be visible as a total duration- given in hours.

Workshop planner- activation one of resource group

With rescheduling/ manual

Workshop planner allows to reschedule an appointment by using one of the planning mode. There are two options:

Manual
With rescheduling

Workshop planner- Planning mode options

The first one allows user to reschedule the appointment manually what means that dragged activity will be assigned in indicated hour/ date.

Workshop planner- Manually assignment

Option “with rescheduling” will manage all activities from one order to proper place- with available resources. System will find the most suitable time by starting the planning procedure, as per normal planning.

Workshop planner- Assignment with rescheduling option

Demands and Time-Clocking Integration

Whenever a technician starts booking time against a VSS order for an SRS demand, a new time interval appears under the SRS order allocation, showing the technician status and the work-in-progress(WIP) %.

The time interval colors are changed based on the time clocking events and WIP %.

Workshop planner – Time clocking interval (1)

Workshop planner – Time clocking interval (2)

Workshop planner – Time clocking interval (3)

Workshop planner – Time clocking interval (4)

In the SRS configuration, maintain the colors against the time-clocking events and WIP %.

The colors can be maintained based on the personnel status, event mark, event type, or their combination (e.g., event type and event mark).

WPL-TC integration event color (1)

WPL-TC integration event color (2)

To exclude certain demand types and resource roles from displaying the time clocking interval, it should be added to the SRS configuration below.

Exclude Resource Role and Demand Type from TC integration (1)

Exclude Resource Role and Demand Type from TC integration (2)

If the HR personnel number and SRS resource ID don't match, the customer can utilize BADI /DBME/WMA_RESOURCE for mapping. This will enable the integration of the Time Clocking and Workshop Planner applications.

Sorting Variants

The workshop /resource planner resource list can be sorted based on a chosen variant. Users can create various sorting fields, sequences, and criteria for the variants to display resources on the WPL screen according to their preferences.

As a part of the standard, five sorting fields are available to sort the resource list. However, it is possible to implement BADI (/DBME/WMA_UI_RESOURCES_LIST) to sort the list with different fields and criteria.

The resources are arranged in a specific order based on two criteria - the sort field and the sequence key. This ordering can be either ascending or descending. If multiple resources have the same value for the sort field, the system will sort them alphabetically. If more than one sort field exists, the system will sort them again based on the second sort field, and so on...

For example, suppose you decide to sort the resources first by the "Resource Allocation level" field and then by the "Working Model ID" field, in ascending order. In that case, the WPL/RPL will display all single resources working in the morning shift, followed by teams working in the morning shift, and so on. Other fields will remain unsorted.

Sorting Variant Levels

Sort Variant Selection

Resources are sorted based on the selected variant

The sorting variants can be created under the UI setting – UI Sorting Variant, and only active variants will be visible in the WPL/RPL screens under the sort variant filter.

Definition of UI Sorting Variants

Definition of UI sorting variant

Demands status

SRS demands are linked to the Business object (e.g., VSS) order user status. The demand displays the user status of the corresponding Business object order, with colors changing based on what color is set up in the configuration against the SRS order user status. The Business object order user status is one factor that determines the SRS order status.

Business Object User status (1)

Business Object User status (1)

In the SRS configuration, maintain the colors against the SRS User status.

The demands having the column “Work Completed” set to C are considered by the planning procedure as already completed. When rescheduling, they are intended to be frozen (not rescheduled).

Example:

SRS Order has been created and allocated. Two demands have been created: demand #1 and demand #2.

The VSS Order and two corresponding jobs—job #1 and job #2—have been created.

The “Time Book Confirm” event for job #1 has been executed.

Demand #1's demand status is updated. For example, the status BOWC can be set (having “Work Completed = C”). Once the BOWC status is reached, this demand is not subject to further rescheduling.

The approved field work is used by the dispatch monitor application.

Business Object User status (2)

Change Demands Allocation

If the workshop planner realizes that a demand has been allocated to the wrong resource, they can change the allocation by changing the demand type to assign it to a new resource.

For example, if a demand is initially identified as a mechanical demand, but after diagnosis, it is revealed to be an electrical demand. The workshop planner can change the demand type to reassign it to a new electrician resource.

To change the allocation, the workshop planner can double-click on the demand or select the "edit" option from the context menu. Next, they can navigate to the Additional Data screen and change the demand type from the new drop-down list based on the data maintained in the configuration table (/DBME/WMA_CDACR).

In the rescheduling planning mode. When the demand type changes, the system automatically takes the appropriate actions below.

Assign the demand to a new foreseen resource based on the selected demand type.
Rescheduling the subsequent demand allocations accordingly.
Update the department in the SRS order and the LV group in the VSS order.

Workshop planner -Change Demand allocation (1)

Workshop planner -Change Demand allocation (2)

Workshop planner -Change Demand allocation (3)

To-DO Basket-Change Demand allocation (4)

VSS order -Change Demand allocation (5)

When operating in the manual planning mode, when the demand type changes:

The Workshop planner will manually allocate the demand to a new correct resource. This can be done manually by dragging and dropping the demand from the old resource to the new one or copying the demand from the old resource and pasting it to the new foreseen resource.
The workshop planner will manually reschedule the subsequent demand allocations.
The system automatically updates the department in the SRS order and the LV group in the VSS order.

Workshop planner -Change Demand allocation (1)

Workshop planner -Change Demand allocation (2)

Workshop planner -Change Demand allocation (3)

To DO Basket -Change Demand allocation (3)

VSS Order -Change Demand allocation (4)

In the SRS configuration, maintain the demand type, resource role, and department for both the 'from' and 'to' fields.

Demand allocation- Change Role (1)

Demand allocation- Change Role (2)

Jump to another apps

Workshop planner - jump to another apps

Highlighting SRS Resource Break

Workshop planner – Break

In the SRS configuration, add the interval type A - Absences in the Resource Planner or Workshop Planner.

Highlighting Breaks in WPL /RRL (1)

Highlighting Breaks in WPL /RRL (2)

Log

Log functionality has been implemented.

Workshop planner – Log

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