Close Weekly Schedule function manually manages actual hours and completion status for customized KPI calculations for a specific team.

Suggested Workflow:

1. CMMS - Update actual hours and task statuses for the scheduling week ended.
2. Sockeye - Select the team and week that just ended and click the backlog refresh button to update fields with the latest updates from the CMMS.
3. Sockeye - Select 'Close Weekly Schedule'. Creates a snapshot of that weeks actual hours and statuses to update KPI's.
4. Sockeye - View KPI's.

In addition, Sockeye can set up a schedule to close the previous week's schedules automatically at a specified time.

Reach out to support@getsockeye.com for details.

USER GUIDES: 

• Close Weekly Schedule
• Weekly Schedules
• KPIs

VIDEOS:

OPTIONAL FEATURES:

• Customized KPI's - Organizations may require additional scheduling KPIs. 

TIPS & TRICKS:

• Sockeye only updates these work orders for that specific week. Any work orders completed a month later will not update the schedule compliance column or KPI within Sockeye for that selected week.

CONTACT SUPPORT: