**MODULE 3 - WORKERS AND PLANNERS**

**3.2: Replan global setting**

Before replanning or rescheduling work from the ‘my work’ and work planner, note what the global setting is set to under 

settings > jobs and scheduling 

and see if the ‘replan always updates schedule’ option is selected or not.

This option maintains the job frequency when replanning appointments so if a job with a 4 week frequency is replanned to a week later, the following appointment will be in another 4 weeks rather than 3 weeks.

If this setting is selected, then this will be the default when replanning all jobs rom the planners *unless they are scheduled by round.


By the end of this unit, you'll know whether to have the replan always updates schedule setting enabled or disabled for your business and how this effects replanning jobs. 

By the end of this module, you'll know which menu items are available to workers and planners. 

Module 3.1 Worker and planner menu items

Module 3.2 Replan global setting

By the end of this module you'll be able to replan and reschedule repeating jobs from the work planner using the actions or quick replan options, and know how the 'replan always updates schedule' setting on your account effects future appointments. 

Module 3.3.1 Replanning and scheduling jobs from my work and work planner views

By the end of this module you'll be able to replan and reschedule repeating jobs from the multi-planner using the actions or quick replan options, and know how the 'replan always updates schedule' setting on your account effects future appointments. 

Module 3.3.2 Re-planning and scheduling work from the multi-planner

By the end of this module, you'll know what a planner is able to update on the appointment and job and how to choose whether the change is a one off for this one appointment or for all appointments in a repeating schedule. 

Module 3.4 Edit due date, start time and estimated duration

By the end of this unit, you'll be able to change the job order on a particular day by dragging and dropping them into the desired location. 

Module 3.5.1 Setting the job order from my work and the work planner

By the end of this unit, you'll be able to change the job order on a particular day, and across a week by dragging and dropping them into the desired location. 

Module 3.5.2 How to move jobs in the multi planner

By the end of this module, you'll be able to set the job order to the optimised drive (which can also be used on the work planner by changing the view to the user view.)  

Module 3.5.3 How to use the optimise drive function on 'My Work'

By the end of the module, you'll be able to sort and filter jobs from the job list and perform actions in bulk to selected jobs such as moving them to a particular round to optimise planning and efficiency. 

Module 3.6 Using the job list

By the end of the module, you'll be able to assign appointments and entire job schedules to users and teams from the planner views. 

Module 3.7 Assigning work to users and teams

By the end of the module, you'll be able to use the overview to see all jobs on a particular day on a map view, their real-time statuses and open them to edit and mark as complete. 

Module 3.8  using the overview to see all jobs and filter by user/team on a map

By the end of this module, you'll be able to send appointment reminders on the planner for any future appointments where the default notification has been set, see a sample message and see who has been reminded using the indicators on the appointments. 

Module 3.9 Sending appointment reminders

By the end of the unit, you'll be able to add day notes to the planners. 

Module 3.2 Replan global setting

By the end of this unit, you'll know whether to have the replan always updates schedule setting enabled or disabled for your business and how this effects replanning jobs.

Module 3.3.1 Replanning and scheduling jobs from my work and work planner views - 3 mins