PlanLogic helps you create, monitor and schedule planned maintenance contracts.

Table Of Contents

o Getting Started

o Contract Plan Details

o Create New Plan

o Plan Job Information

o Generating Jobs

o Plans Due To Expire

o Deleting Plans

o Settings

V 7.0.2.3 – September 2016

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Getting Started:

When first opening PlanLogic, you will be presented with the following screen: (Site Selection)

This screen will show you all your sites based on the default „search by‟ field. (You can set this up

in the „Settings‟ screen, which we will look at further into this manual).

When typing the name (or other search by options) in the search criteria box, you can then select

whether you are looking for an active, suspended or all types of sites.

The screen has a number of buttons which allow you to interact with contracts, amend them & add

new ones.

Site Plan Details: This will display any planned maintenance contract associated to the site you

have selected. It will also allow you to add new contracts & cancel planned visits if required.

Generate Jobs: This is the button that will produce the jobs you have planned.

Plans Due to Expire: Every plan, due for renewal, will be displayed in this window ready to renew

if required.

Settings: In here you can set up options which allow you to control options & warnings your way.

Close: This closes the PlanLogic window.

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Site Plan Details:

When you select a site, from the opening window, it will highlight a button at the bottom of the

screen labelled „Site Plan Details‟. When you click on that button, with a site selected, it will

display the following screen.

If you have no planned maintenance contracts in place for the selected site, it will display a blank

main window (as above), but with the option to look at the sites asset list.

By clicking the Site Assets button you will be shown any assets (aka equipment,plant,appliances)

currently attached/added to the site.

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Create new plan:

Once you have clicked the „Create new plan‟ button (in the previous screen), you will be shown the

window below. In here you can firstly enter the contract start and end dates, then label your new

planned maintenance contract (Remember you can have multiple plans for one site or combine

everything on one contract).

Once you have typed in the dates and name of your new plan, you can then begin to select the

dates you wish to arrange your visits. You can do this in a few ways; selecting the dates manually

using the calendar option; choosing a specific date each month/week/year/4 weekly etc or

choosing a day every week/fortnight/4 weeks/6weeks and more, using the Date Range option.

Any dates you do select, or are driven from the date range options, will display in the job dates

column in the centre left of the screen.

Once you are happy with the dates displaying in the job dates column, click on save to move on to

the next stage. (NB – If any of the dates fall on a weekend it will be displayed in colour for you).

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Plan job information:

Once you have selected your visit dates, you will then be taken to another screen to set up the Job

information.(i.e. why you are visiting the site).

This has to contain at least one item of information or more (Task type or Equipment).

The bottom left hand window shows your planned visits, but is now asking you to assign an engineer

(if needed – not mandatory); confirm/check the visit start & end times; assign a task type (needed

if no assets are added to the visit); enter a price per visit (this can be used as an alternative option

to frequent billing and will assign the price directly to the job when generated); Description which

you can define for each visit or set a standard text in the settings screen and a forecast time for

the visit (i.e. 4 Hours).

The top right hand window shows the assets on site. You can add these to a visit by first selecting

the visit (bottom left hand window), then selecting the asset/s and then click on the „add selected

asset‟ button underneath.

This will assign the asset to the given date, which will add all the details, about that asset to the

job when generated. (You don‟t have to add a task type to a visit with an asset, but it‟s always

good to do so!)

continued.......

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When you have set up the first visit, you can then use the copy function for all remaining visits (if

they are the same).

To start highlight the first details you wish to copy, then click the grey box in the top left hand

corner and it will all light up in blue, except the one chosen to copy from (that will be red).

Then using the buttons at the bottom of the screen, select to copy the equipment; engineer; visit

start date; visit end date; task type; price or all.

(You can copy one visit to another by clicking on the visit you wish to copy, holding shift on your

keyboard whilst clicking on the visit you wish to copy to).

Once you are happy with the plan, you can select „save‟ on the bottom right hand corner & you will

get a message confirming all has been saved.

This screen is fully editable for any visits that haven‟t already been generated. So if you need to

make any changes to the planned schedule, it is within this screen where you carry that out.

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Generating Jobs:

Once you have finished setting up your planned schedule, as per the last section, you will then be

brought back to the „Summary of plan periods‟ screen. In here you will now see a „Generate site

jobs‟ button.

If you click on this button, you will be taken to the Generate jobs window. In here you will select

the date range you wish to generate jobs for, also selecting whether to generate for one site or all

for that particular customer. Once you have chosen, then, click the Generate jobs button in the

bottom right corner.

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After clicking the Generate jobs button, you will be given a preview of the jobs about to be

generated, along with any assets recorded against them.

Click on the “Generate Jobs” button to confirm you are happy with what is about to be done.

Because planned maintenance is important to get right, after the preview screen we again give you

a prompt to finally confirm the dates, customer/s, sites and areas.

Double check it all and then click the OK button and you jobs will be generated.

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Once completed, you will be given the confirmation screen as per the screenshot below.

Your planned schedule has now generated its first batch of jobs. You need to simply repeat the last

3 steps, using the main screen & its „Generate contract jobs button‟, for the customer and/or sites

you wish to produce jobs for(all for ALL).

You can do this on a weekly, 2 weekly, monthly, yearly etc basis, the choice is down to you and the

process in your company. (Speak to one of our trainers if you any questions about this).

Plans due to expire:

When you open the „Contract Selection‟ screen (first screen), you have a button in the bottom right

hand corner called „Plans due to expire‟. Depending on your PPM settings (covered further in this

guide) if you click the button, you will be shown a list of plans due to expire (that need renewing)

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After selecting your date range or number of weeks to search by (Top of the screen), you will then

need to select the plan you wish to renew and then click „Contract Plan Details‟ to view the

summary.

In the summary screen you will see the details of your plans for that site. The end column shows

which are due to expire with a “Y”. Select which planned contract you wish to renew & click the

„Plan Renewal‟ button at the bottom of the screen.

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After clicking the „Plan Renewal‟ button, you will be given the „Copy Plan Period‟ screen. It will

now show the new set of job dates that have been generated and gives you the option to change

the start and end dates (if required). Give the plan a new description, double check the dates and

if you are happy click on the „Generate New Plan Period & Save‟ button.

Your planned contract will have now renewed with the same assets and/or Task type as planned in

the original. When the next window opens, again just double check and click „Save‟ if you are

happy. (If not you can edit anything in the new plan before you save).

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Plan Deletion:

If you are unhappy with the setup/entry of a plan or have renewed one incorrectly you can delete

them at any time.

Selecting your site, in the main screen, will take you back into the summary screen. The Plan

Delete button is at the bottom of the window.

When you click on that you will be prompted to confirm the choice you have made.

Once the „Delete Plan‟ button is clicked your plan will be deleted from your summary screen.

Settings:

From the main screen of PlanLogic you will see a settings button. Clicking on it takes you to the

screen below.

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From top to bottom the screen has the following options;

Default search by: Plan Max Years:

Here you can set the search by option to what suits you best. Here you can dictate the maximum number of years that can be planned.

Default Contract Period: Here you can set the default length of your contract (i.e. 52 weeks).

Default Expiry Period: Here you can set the value to warn you of expiring contracts.

Duplicate Dates Warning:

Set the number of times here, that you want to be allowed to add duplicate dates, before being warned.

Colour For Duplicate Dates: Set the visual colour to show duplicated dates.

Colour For Weekend Dates: Set the visual colour to show jobs dates that are on weekends.

Colour For Generated Dates: Set the visual colour to show jobs that have been generated.

Default Visit Start Time:

Here you set the default start time for allocated or unallocated engineers.

Default Visit End Time: Here you set the default end time for allocated or unallocated engineers.

Visit End Max Days: Here you can set the maximum length a job can be planned for.

Default Range Days: Here you can set the number of days you can generate jobs for.

Default Job Cost Type: You can set this value to default to the type of cost you wish to add.

Tax Code/VAT Rate: You can set this value to default to the rate of VAT you want as default.

Job Description: Here you can type in the standard description you want to appear on generated jobs. Click the “x” to use the description you gave the contract when setting it up.

Cost Description: Here you can type in the description you want to appear against the costs you add to the jobs.

Asset Notes: Here you can set the notes that you wish to appear next to equipment added to jobs.

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JobLogic 117-119 Zellig

Custard Factory

Gibb Street

Digbeth

Birmingham

B9 4AA

0845 222 2004

www.joblogic.com