As a Maintenance Planner or Scheduler, If You Can’t Do THIS, You Might As Well Call It a Day

If you’re a NASCAR driver, you’re mainly worried about speed. If you’re a professional baseball player, you’ve got batting averages on the brain. And if you’re a Planner or Scheduler, whether you know it or not, your #1 concern is probably data visibility. (And if you’re the CEO or manager of an organization that has Planners and Schedulers, you should care about data visibility too!).

What’s the big deal with data visibility in my CMMS?

As a Maintenance Planner or Scheduler, the data that you can and can’t see (or can and can’t find) dictates how well you can do your job. Point blank.

Can’t find that WO in a search? It’s gonna be pretty hard to modify it. Can’t see all of the WOs assigned to a particular supervisor who’s no longer in that role? It will be nearly impossible to re-assign them. Unable to filter out your “In Progress” and “Completed” WOs? It’s going to take you way longer to find the approved ones that you need to schedule. Want to find all the WOs allocated to a specific Asset or Location? A good filtering capability is a must!

And if you can’t get the right data on your screen, that’s going to cause problems. Namely:

How to use sorting, grouping and filtering to cut clutter and schedule better

On any given day, you might need to be able to find WOs based on:

That’s why, in my opinion, the most important tool at your disposal as a Planner or Scheduler is your software’s ability to sort, group and filter your data set. Because sorting, grouping and filtering allows you to organize the data and cut out the clutter to see only what you need. So, there’s much less of a chance of missing the WOs you need as you’re building your schedule.

It is by far my favorite feature of any Planning and Scheduling tool and I think the absence of such features clearly gives away which solutions weren’t built with the real needs of Planners and Schedulers in mind.

The Maintenance Planning and Scheduling features you want

When I scheduled at NASA, Location and Asset were some of the most commonly used fields we worked with. Additionally, we broke our Labor down into Shops, each of which had multiple Crafts. I look back now (having been training other maintenance Planning and Scheduling teams on AKWIRE [now Prometheus Routine Maintenance] for the last few years) and I think, “I so wish I’d had the ability to sort, group and filter back then!”

The ability to group and filter by Asset, Location, Work Type, or Craft, would have been the ultimate time-saver in creating my schedules. Not to mention, it would have made the scheduled work itself more efficient, by empowering me to make more strategic, thoughtful scheduling decisions.

One of the simplest ways sorting, grouping and filtering would have helped us increase wrench time and decreased wasted time would have been the ability to filter by Location. It would have been that much simpler for me to see all the WOs at any one location, and save the technicians’ travel time by sending them out to complete multiple WOs at the same location. Killing two – or three, or four – birds with one stone:that’s music to everyone’s ears.

How powerful are your Planning and Scheduling tools?

Note: The video above was originally made for AKWIRE which is now Prometheus Routine Maintenance. The same functionality is available in Routine Maintenance.

So, whether you’re a Planner, a Scheduler, a maintenance manager, or even the CFO or CEO of an organization; optimal Planning and Scheduling is ultimately going to save your maintenance technicians’ time; therefore save your business money and drive better results. You’ve got to ask yourself: how powerful and how effective are the sorting, grouping and filtering capabilities of my Planning and Scheduling solution?

And if the answer is “non-existent” or “not enough”, then I hope I’ve made the case for finding the right tools – ones with powerful grouping and filtering capabilities that will enable your Planners and Schedulers to achieve the results you want.

Author: Shannon Smith

Functional Consultant at Prometheus Group

Shannon started her career in Planning and Scheduling in 2005 at the Air Force station at Cape Canaveral. During that time, she Planned and Scheduled for six shops, including HVAC, plumbing, and Power Generation.

In 2009, she helped to bring AKWIRE to CCAFS and in 2017, she joined Solufy as a Trainer in the Client Services department.

Now, Shannon travels the world, helping Prometheus clients implement the right tools to solve their Planning and Scheduling challenges, create efficiencies, and start on a path of sustainable, continuous improvement.

When she's not training, you'll find Shannon enjoying the Florida sunshine with her family or riding her motorcycle.

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