Why:
With the introduction of the Fusion product and new technology a workshop ‘Planning’ tool was one of the area’s where this environment could benefit the end user with a simpler interface and greater flexibility.
This along with a new Parts Reservation function will allow the dealer to maximise his workshop potential.
This document aims to give the user a basic understanding of how the function works but for the dealer to ‘get the best out of the system’ they should already be practising a practical approach to planning and loading the workshop using current options available such as CFI, VOSP, scheduling and time recording etc.
Planned details are created by the creation of a Workshop Order or Quotation where a ‘Planned’ and ‘Ready’ date and time can be added. These can be created directly from the planning screens or from the workshop order workbench.
Operations or sub groups can be added to describe the work to be carried out and an ‘invoice’ time can be added (this can be subsequently be amended to a planned time when the operation is allocated to a technician).
Alternatively an Estimated amount of time can be added against the Order and this can be used to plan the ‘whole’ order against a single or multiple mechanics.
Additionally time can be ‘reserved’ against a mechanic and an order created or reservation can be updated later with an Order number once the Customer has confirmed.
Fusion Planning consists of three screens:
Diary screen Overview of current months capacity on a daily basis Available hours chart for shift and team
Plan Details A total overview of all assigned/unassigned work for that given Day for all Mechanics and work bays.
Customer Details A total overview of WIP, Quotations and schedules for that Planned week/day which can then be filtered specifically by Customer.
Each one of these screens is explained in detail in the following pages.
Where:
Access to the Planning functions is made either directly from Fusion world (CAP) or from the Work bench, Workshop Order > Actions > Planning.
Planning - Workshop Plan Details