Shop Planner

You open Shop Planner by going to Menu > Activities > Shop Planner. This page shows the reports or Plans from incoming drivers that document maintenance concerns about their units.

The Shop Planner Toolbar

The toolbar has these items.

Icon	Item	Description
	Shop menu	Lets you enter the shop you want to see. You can also search for the shop by selecting the Search button.
	Reset Grid to Default	Select this button to return Shop Planner to the default view.
	Save Page State	Select this button to save your current view.
	Planner	This button is selected by default when you open Shop Planner. If you are in another view, such as Mechanics or Open Repairs, selecting this button returns you to the Planner view.
	Planner Search	Opens the Planner Search pane. You can use the pane to search for specific units, customers, plans in a particular status, or plans within a date range.
	Mechanics	Opens the mechanics view.
	Open Repairs	Opens the repair orders (ROs) for this shop.
	New	Opens the Add/Update Appointment window
	Export PDF	Lets you export the current Planner view as a PDF.

Icon

Item

Description

Shop menu

Lets you enter the shop you want to see. You can also search for the shop by selecting the Search button.

Reset Grid to Default

Reset Grid to Default

Select this button to return Shop Planner to the default view.

Save Page State

Save Page State

Select this button to save your current view.

Planner

This button is selected by default when you open Shop Planner. If you are in another view, such as Mechanics or Open Repairs, selecting this button returns you to the Planner view.

Planner Search

Opens the Planner Search pane. You can use the pane to search for specific units, customers, plans in a particular status, or plans within a date range.

Mechanics view

Mechanics

Opens the mechanics view.

Open Repairs view

Open Repairs

Opens the repair orders (ROs) for this shop.

New

New

Opens the Add/Update Appointment window

Export PDF

Export PDF

Lets you export the current Planner view as a PDF.

Columns in the Shop Planner view

Depending on your setup, you may not see all available columns when you open Shop Planner. You can select which columns are shown by:

Selecting the triangle beside a column header.
Selecting Columns.
Selecting the checkboxes for the columns you want to see.
Clearing the checkboxes for the columns you don’t want to see.

This illustration shows a user selecting the columns to show in Shop Planner. A user is selecting columns from a pop-up menu.

Customizing the column view

You can drag columns across the page to customize their order. If you want to keep your changes, select Save Page State Save Page State. Otherwise, Shop Planner will return to the default view the next time you open the page.

You can also sort the Shop Planner by selecting any column heading. Click once to sort by that column in ascending order. Click twice to sort in descending order. Click a third time to return to the default sort.

In this illustration, the user is sorting by the Opened date in ascending order. A column sorted by Opened date

All available Shop Planner columns

Bay
Estimate
Component
Code Key
Address 1
Address 2
City
Customer
Email
Fax Number
Fed Tax Id
Main Phone
Name
Phone Ext
State
Tax Exempt
Zip Code
Opened
Driver Location
Driver

Driver Phone
Date In
Date Out
Est Time
Inspection
Order Type
RO Status
Current Amount
Repair Estimate
Order
Plan Status
PO Number
Priority
Description
Activity
Cost Center
Department
Unit Description
Division
Domicile

Make
Model
Model Year
Physical Shop Location
Unit
Unit Type
Boom Serial Number
Qualcomm Serial Number
Chassis Brand
Trailer Dimensions
Trailer Door Type
Unit User Defined Field 6
Unit User Defined Field 7
Unit User Defined Field 8
Location
Vendor
Created By
Created On
Order Status Color