How to create an online schedule with PlanningPME Web Access?
PlanningPME powerful planning tools can improve your daily professional events management. Whether you need to organise meetings, to plan interventions or to manage staff, PlanningPME is the ideal solution to create visual online schedules and share with relevant personnel.
Step by step, learn to make an online shared schedule via this tutorial.
PlanningPME Web Access is an online planning tool that can be modified and visualised by several users at the same time. Easy-to-use and fully customisable, it can be adapted at a glance to your enterprise work planning to improve business management.
By chosing to create your appointments via PlanningPME, you can easily schedule your agenda and communicate with many employees within your company.
Make and have access to your online planning
You received a web link to connect to your schedule from any workstation with an Internet connection and a web browser such as Internet Explorer, Mozilla Firefox, Chrome, Microsoft Edge or Safari. If you do not have it, we invite you to fill in this form to create your online planning.
Click the web link and enter your user name and your password. According to the rights defined for each user, the access to the schedule will be restricted in reading and editing. Also note that the language can be changed from the icon "globe" located at the top-right side of the window: French, English, German, Dutch, Spanish, Italian or Swedish.
Manage employees and facilities
Manage employees and equipments of your company: technicians, trainers, temporary employees, vehicles, rooms etc… and group them by department. To achieve this, create your resources from the menu " Data" -> "Resource" and your departments from the menu "Data" -> " Department"
For each resource, customise the displayed colour, the type (human or material) and assign it to one or several departments.
Then you will be able to filter employees by department via this drop down filter.
It is also possible to display several departments and to limit the access to those different services in reading or in writing according to the rights assigned to each invidual user.
Schedule events, appointments and leaves
All the types of activities can be planned on the software: appointments, meetings, interventions, trainings, vacation etc…
- A task is represented by a coloured rectangle
- An absence is represented by a hatched coloured rectangle
How to create a new event / job ?
Here are the ways to create a new event:
- Draw a rectangle with your mouse
- Simple left click on the planning board
- Click on the Add button "+" and select "New Task" atop of your schedule
Then, the following window appears and you can fill in those different information.
How to manage leaves and absences?
Several ways to manage leaves :
- Draw a rectangle on the schedule with your mouse pressing the key "CTRL"
- Click on the Add button "+ " and select "New unavailability" atop of your planning board
The "unavailability" window appears and you can define your absent staff and unavailable equipments.
Customise information displayed on the task
You can customise the data displayed on the screen from the menu "Data" -> "Description"
- Label: Boxes that represent tasks
- Tooltip: Fields on the yellow tooltip that appear when you put your mouse on a job.
The selected information is thus adapted to your personal working diary.
Select time scale periods and filter data
Filters available atop of the planning board allow you to easily select the type of schedule you want to display.
Shift planning, day, week, month and year schedule
Switch easily from the daily to the weekly or monthly schedule for example.
By clicking directly in the ribbon area, change the period of time shown. For example, if you click on one specific day, your schedule will show this day; if you click on a week number, your schedule will display this week.
The icons allow you to activate filters (resource, skill, status) to highlight in a few clicks appropriate information.
Create users with specific access rights
With a login and a password, each user will have specific access to the planning with specific rights.
For each user, you can define the access to one or several departments, the possibility to add, modify and/or delete activities, employees, clients etc..
There are two steps to create users rights from the menu "Parameters".
- Create groups with specific rights
- Create users associated to a group with specific access to each department
Make your daily activities easy-to-schedule thanks to those features
Copy / Paste
Select the task or unavailabilities, right click and select "Copy".. Then paste it via a right click and "Paste".
Create events assigned to several resources
On the "Task" window, select "Several" resources and the tab "Resources" will appear. Select the resources from the list and click "Save". When shifting this event, it will be modified for all employees and facilities assigned.
Drag and Drop
Select a job or event and shift it wherever you want via a drag and drop directly on another resource and/or on another date.
Depending on your requirements, you can manage your customers within the software PlanningPME Web Access.
The number of customers is not limited.
Activation from the menu "Parameters" -> "Options" -> "Task" and select "Link a customer with the task". You can now manage your customers from the menu "Data": add, modify and delete. Then, you can also track all activities done for this customer and you also have a client planning view.