Follow-up

Manual — Automatic Scheduling · chapter 7 of 8

Since the generated tickets are ordinary tickets, follow-up uses the screens the team already knows. What changes is the starting point: they are born Planned, with no technician assigned, with the date on the task.

Where	What to see
Operations › Tickets	filter by status Planned (rule Status is Planned) to see everything that is scheduled; the “plan - asset” title says what it is about. The Opened column is the generation date, not the visit date.
Operations › Kanban	the Planned column gathers the generated tickets; drag to Assigned when distributing the work (below).
Planning › Maintenance Calendar	shows the tickets by task date — the planned date —, together with the site’s other tickets. It is the team’s agenda.
Schedule page	the calendar of that schedule only, with the status of each ticket (chapter 5).
Asset page	the asset’s tickets, including the generated ones: the preventive history.
H2O app	the technician sees the ticket and the task with the checklist, and executes it (chapter 4).

Distributing the work on the Kanban

Figure 15. Operations › Kanban, Tickets tab: the Planned column with the tickets generated by the schedule (the most recent ones), together with the site’s other planned tickets.

1. 1Planned column — the status the tickets are born with.
2. 2A generated ticket — the “plan - asset” title.
3. 3Column total — every Planned ticket of the site, not only the schedule’s; to isolate the schedule’s, use the search or the asset filter rule.

• Dragging the card to Assigned changes the status; the technician self-assigns on the ticket page or is assigned by the manager, as with any ticket.
• The planned date does not change when the status changes. To change the date, use the schedule calendar (chapter 5) — it also records the new date on the task.

Indicators and reports

• The generated ticket is born with preventive modality: in the reliability indicators (MTBF/MTTR) and in the reports by modality it counts as preventive, not as corrective.
• The asset stays linked to the ticket and to the task: the task’s report and RAT find the asset, and the asset’s maintenance history receives the visit.
• To measure adherence to the schedule, compare on the schedule page what is still Planned with what has been Solved — the calendar shows each ticket’s status.