Scheduling Module

PRINTJOBMANAGER > Knowledge Base Documentation

Scheduling 1.0

 

Into:

In this article, we will show you how to set up and use the new scheduling module inside of PrintJob Manager.

 

Scheduling is designed to give you, the user, a multi-level view of the jobs inside of PJM along with job properties so that you can determine how to efficiently run your print shop.   There is not automatic scheduling of jobs, resources, or processes. We give you the information and allow you to make the decisions on how to run your jobs.

 

Each view can work as a standalone element.  Users can decide to use one at a time, or all three in combination to determine the order of production for jobs.    If you have any additional questions that are not supported by this article please submit a support ticket with your question.

 

User Permissions:

 

Inside of each user group settings will be a section for Scheduling.   Before you are able to use the scheduling module you will need to assign the settings for the user group.  This will allow managers to assign permissions to individual user groups for their level of access to scheduling.

 

To view the KB article on User Group permissions go here:  

http://support.aleyant.com/kb/a848/user-groups-security-permissions.aspx


Go to User Groups > Select user group> edit user group.   

 

You can assign permissions based on the individual scheduling view.

 

 
  1. View: Allows the user to View information

  2. Edit: Allows the user to make changes and edits

  3. View/Edit Settings: Allows the user to view and edit the settings for the page.

 
  • Select (Allow Permission) or

  • Deselect (Deny permission)



 

Navigation:

 

Scheduling is a separate module inside of PJM and will be located under the Jobs section and above Customers.

 

 

Once selected then the navigation tree opens up to show the three levels of view.



Scheduling by Job

 

The first view is for scheduling “By Job”.   This is considered a High-Level view of all the jobs in your print shop.     This can be used for an overall view of all the jobs that you choose to see in scheduling and rank them with the priority of your choosing.

 

View Set up

 

Before using the “By Job” view, you will need to set up your settings for the page.     Settings are set for this page only and are set to the page. All users will have the same settings applied to the By Job view.   

 

At the top of the page click on the box with the Gear Icon: (#1)  a drop down will show you the button for “Settings”

 

 

Click on the button for “Settings”   

 

This will open the page for settings.

 

 

Settings for By Job.   The set up is similar to the function of “List Manager”    

 

The settings are:

  1. Remaining Columns:  This is the list of columns that can be used in the scheduling view.  Select one column or many columns at once by holding “shift”. Then click the arrow to move the columns to the used columns list.

  2. Used Column:  These are items being used in the list view. By selecting the items you can move them up or down to change the order.   If you want to remove the column from view select the item then use the red “x” button.

  3. Status:   Select the status or statuses that you want to view in the jobs view.  You can select more than one by using Ctrl. Highlight each one to include.

  4. Facilities:   Select the facility or facilities that you wish to view

  5. Sort Columns:  Set various sort orders of columns from the drop downs.

 

Once your choices have been made you can Save Settings (6)  using the blue button at the bottom left.

 

Using Scheduling:

Once you have your settings completed on how you want to view the page “By Job” then you can use scheduling.   

 


Information found in scheduling “By Job”

  1. Gear Icon: change the view of the page (see above)

  2. Date Range:  Change the range of dates to view.  Dates relate to the “Job Due Date” of each Job.

  3. Search Bar:  enter a term or terms that you wish to search for.

  4. Export:  Export the information on the screen to Excel

  5. Save:  save any changes that are made on the page.  You can make multiple changes to the grid and save them all at once.

  6. Cancel:  cancel any changes made before saving them.

  7. The following are the columns of Information that can be Used.

    1. Priority:  this column can be edited by the user to reflect a priority of the job.  Default will be “0” and will show first. Jobs can be ranked from 1 - 99 and be sorted ascending or descending.

    2. Status:  current status of where the job is in your workflow.

    3. Est. Time:  total estimated time for all production processes that are included in the job.

    4. Job Due:  This is the due date of the overall job.

    5. Steps:  Total number of steps to produce the selected job

    6. Order:  Order and Job number

    7. Name:  name of job

    8. Customer: name of the customer

    9. Organization: name of the organization

  8. Job Ticket View:  Collapsable right side view pane that show’s the information from the job ticket.   This can also be adjusted to the width of your choice.

  9. Total Time:  Sum of all the Est Time that is visible on this page.

  10. Items per page:  select the number of items per page


By Department

 

By Dept Settings

Scheduling by department will allow the user to get a “Mid-Level” View of the jobs that are in production.   By choosing the department you wish you view, you will see jobs that have one or more processes related to that department.  

 

Before using the By Dept view, use the Gear icon to set up your settings.    Use the same method for setup as described above to complete your settings.

 

 

Information found in scheduling “By Dept”:

  1. Gear Icon: change the view of the page (see above)

  2. Department Drop Down:  Use the drop down to pick the department you wish to view.

  3. Date Range:  Change the range of dates to view.  Dates related to either the “Job Due Date” OR “Dept Due Date” of each Job.

  4. Search Bar:  enter a term or terms that you wish to search for.

  5. Export:  Export the information on the screen to Excel

  6. Save:  save any changes that are made on the page.  You can make multiple changes to the grid and save them all at once.

  7. Cancel:  cancel any changes made before saving them.

  8. The following are the columns of Information and functionality that can be used.

    1. Drag-&-Drop:   users can use the little “hamburger” icons to drag and drop the jobs into the order they wish to view them.

    2. Priority:  this column will reflect a priority of the job as defined in the “By Job” view.  Default will be “0” and will show first. Jobs can be ranked from 1 - 99 and be sorted ascending or descending.  This field cannot be edited on this page.

    3. Status:  current status of where the job is in your workflow.

    4. Est. Time:  total estimated time for all production processes that are included in the department that is selected.   

    5. Dept Due date:  This is the expected due date that the job will be completed in this department.  Not the overall job due date. This field can be edited in this page.

    6. Job Due:  This is the due date of the overall job.

    7. Steps:  Total number of steps to produce the selected job

    8. Order:  Order and Job number

    9. Name:  name of job

    10. Customer: name of the customer

    11. Organization: name of the organization

  9. Job Ticket View:  Collapsable right side view pane that show’s the information from the job ticket.   This can also be adjusted to the width of your choice.

  10. Total Time:  Sum of all the Est Time that is visible on this page.

  11. Items per page:  select the number of items per page


By Resource:

Scheduling by resource will allow the user to get a “Low-Level” View of the jobs that are in production.   By choosing the Resource (such as your printer) to view, you will see all of the jobs that have a process related to that resource.  This can be used to determine how much production time you have on a specific piece of equipment for a specific day.

 

Before using the By Dept view, use the Gear icon to set up your settings.    Use the same method for setup as described above to complete your settings.

 

Functionality is similar to scheduling By Dept.

 

 

Information found in scheduling “By Resource”:

  1. Gear Icon: change the view of the page (see above)

  2. Department Drop Down:  Use the drop down to pick the department you wish to view.

  3. Date Range:  Change the range of dates to view.  Dates related to either the “Job Due Date” OR “Resource Due Date” of each Job.

  4. Search Bar:  enter a term or terms that you wish to search for.

  5. Export:  Export the information on the screen to Excel

  6. Save:  save any changes that are made on the page.  You can make multiple changes to the grid and save them all at once.

  7. Cancel:  cancel any changes made before saving them.

  8. The following are the columns of Information and functionality that can be used.

    1. Drag-&-Drop:   users can use the little “hamburger” icons to drag and drop the jobs into the order they wish to view them.

    2. Priority:  this column will reflect a priority of the job as defined in the “By Job” view.  Default will be “0” and will show first. Jobs can be ranked from 1 - 99 and be sorted ascending or descending.  This field cannot be edited on this page.

    3. Status:  current status of where the job is in your workflow.

    4. Est. Time:  total estimated time for the production process related to this resource.  This is a single line item.

    5. Resource Due date:  This is the expected due date that the job will be completed by this resource.  Not the overall job due date. This field can be edited in this page.

    6. Job Due:  This is the due date of the overall job.

    7. Steps:  Total number of steps to produce the selected job

    8. Order:  Order and Job number

    9. Name:  name of job

    10. Customer: name of the customer

    11. Organization: name of the organization

  9. Job Ticket View:  Collapsable right side view pane that show’s the information from the job ticket.   This can also be adjusted to the width of your choice.

  10. Total Time:  Sum of all the Est Time that is visible on this page.

  11. Items per page:  select the number of items per page

 

If you have any additional questions related to Scheduling please submit a job ticket and we will be happy to work with you.