Weekly Schedule

Weekly Schedule tab gives the ability to generate a weekly schedule, view pending work order and designate certain days of the week for their completion. In this tab, the user can also see the number of Available Hrs. used in order to track productivity.

The primary goal at the weekly level is to assign work at a craft level.

USER GUIDES:

Weekly Schedule User Guide
Quick Reference Guide
Weekly Scheduling Process in Sockeye

VIDEOS:

Overview


Group By	Split Pane	Adjust Backlog Section

Viewable Fields	Search Fields	Sort Fields

Backlog

Import Work Orders


Excel Import	Import by Read Integration

Scheduling Work Orders


Adding Multiple Work Orders	Assign Work to a Day	Assign by Work Order Number

Automatically Schedule

Updating or Adjusting Weekly Schedule


Adjust the Assigned Day	Update Hours	Drag & Drop Work Prioritization

Add Work from a Different Team	Remove Work from Schedule

Task Details


View Task Details	Schedule Tab


Move or Copy Schedules	Copy Work Order Numbers to Clipboard	Copy Scheduled Numbers to a Clipboard

Close Weekly Schedule

Crew Utilization


% of Available Hours Used	Individual Craft Utilization	Over Scheduling Resources

Schedule Compliance


Commit Weekly Schedule	Uncommit Weekly Schedule	Manually Complete a Work Order

Auto Complete Work Through CMMS	Add Schedule Breaker	Identify Removed Work Orders

Review Weekly Metrics	Group By Schedule Compliance

OPTIONAL FEATURES:

Alerts - Identify which tasks may need attention.
Close Weekly Schedule - Manually update to manage and update specific fields in Sockeye for customized KPI Calculations for a team.
Delay Codes - Provides insight as to why work was not completed.
Hourly Scheduling - Workload balancing for trades personal at an hourly level.
Maintenance Plan Assignment - Allows resource assignment to a single or multiple Maintenance Plan(s).
Move or Copy Schedules - Reassign work to a different week or team.
Timings or Timing Patterns - Work has been identified to be completed during a specific period throughout the day.

TROUBLE SHOOTING:

Excel Import Error -
1. The spreadsheet must be a .xls or .xlsx file.
2. Single tab, all data details need to be in one tab.
3. Missing fields.
Work order not available to schedule
1. Backlog Criteria - Work was filtered out due to requirements.
2. Find Task - Work may be scheduled under a different team.

TIPS AND TRICKS:

Click on any field under the backlog section and they will sort in numerical or alphabetical order.
Utilize the filters on the left hand side of the screen this will help with large backlogs.
Use 'Group By' filter to identify Committed vs. Reactive work.

CONTACT SUPPORT:

Reach out to a Sockeye Representative
email: support@getsockeye.com

The team at Sockeye continues to grow based on our customers requests. As we try to meet these requests we are updating documents with the latest date and revision for reference.