Daily Plan Report Search List Screen

Use this search bar for your quick keyword searches. The search results that populate will only contain an approximate match based on the string of characters that you enter in the search bar. 

• Use advanced search tools to initiate and refine searches quickly and to create customized search lists. 
  • Change the order in which fields are displayed by dragging and dropping the field name within your search list. 
  • Change the sorting of a field by clicking on the field name.
• Save the advanced search lists you configure by going to the More Actions menu and selecting Save As after creating your list.
   
• Find your saved search lists in the dropdown menu to the right of your advanced search tools. 
  • The search lists you configure and save in one module will not apply in a different module. 

• Quickly filter and display information according to visit day using these common fields. Available quick filters are listed below: 

1. Calendar
   • When using the System Default list, the date you see will reflect the current day unless you manually update the date within the calendar box^a to something different. 
   • If you change the date, the next time you visit the system default list, you will see the last date you designated in the calendar portion of the screen.  
   • Select Today's Scheduled Visits or Tomorrow's Scheduled Visits^b under the System Default list or Clear^c out the chosen date value to see today's date reflected for the daily plan report.
2.  Route
3. Item Category
4. Inventory Location

• Save As -  Use Save As to save a search list that you have configured so that you are not tasked with attempting to recall precisely which advanced search tools you used to derive specific search results.   
• My Default -  Use My Default to designate a default search list. The default search list will automatically populate in the Select Attachment screen. 
• Delete List - Delete a non-default list that you created. You will only see this option if you have non-default lists saved. 
• Reset Advanced Search - This option will reset your search results to the system's default search list. Your system default list will be pre-filtered to display the most relevant results based on the record type. 
• Print Screen - Print a screen capture. 
• Export to Excel (Current View) - Export your search with only the fields you have selected included. 
• Export to Excel (All Fields) - Export your search with all search fields. 

The default fields displayed on the Daily Plan report are as follows: 

• Daily Plan: the number of items a crew needs for a scheduled visit. As a production manager, this is the field you modify to reflect this information.
• Daily Delivered: denotes the number of items delivered at a job site. As a production manager, this is the field you modify to reflect this information. 
• Quantity Needed:consists of the number of items pulled from the estimate.
  1. The total quantity needed includes items from the estimate and purchased items for each service during a visit. 
  2. If you initiate a change order of an estimate for a work ticket, the item quantity will adjust accordingly. 
• Quantity Remaining:the number of items within the daily plan and daily delivered field subtracted by the quantity needed. 
  1. When the value in this field is less than 0, the cell will appear with a red highlight so that you know the amount must be reconciled.  

• Scheduled Equipment Name: Displays the name of the equipment assigned to a specific visit. 
• Scheduled Equipment Days: Represents the total number of visits scheduled for the equipment and the number of days it is in use. This field helps track how many days the equipment is scheduled across different visits, providing an overview of its usage over time.