Modificar la cita de entrega de una orden de taller

Esta funcionalidad permite a los Asesores de Servicio visualizar y modificar la cita de entrega asociada a una orden de taller.

Guía Paso a Paso

1. Acceso a la agenda: Una vez dentro del Detalle de la orden haz clic en la opción Editar fecha de entrega.
   
2. Carga de Agenda Personal: Al entrar, el sistema te identifica automáticamente. El Selector de Asesor mostrará tu nombre por defecto y la parrilla cargará tus citas asignadas en la vista de Día.
   
3. Consultar Agenda de Otros Compañeros: Haz clic en el desplegable del Selector de Asesor.
4. • Busca y selecciona el nombre del compañero (ej. "Ana García"). La parrilla se actualizará instantáneamente con sus citas.
     
4. Cambio de Vista del Calendario: Para una visión más amplia, utiliza los controles de vista y selecciona Semana. El calendario se expandirá para mostrar la planificación de la semana completa.
   
5. Navegación Temporal: Utiliza las flechas (< y >) situadas junto a la fecha para avanzar o retroceder días/semanas. Al cambiar de día/semana, el asesor seleccionado se mantendrá fijo para facilitar el seguimiento.
   
   

Tips Pro / Notas de Uso

• Tipos de Registro: El calendario distingue visualmente entre tres tipos de bloques: citas normales, horas improductivas (descansos, formación) y periodos de no disponibilidad (días completos).
  
• Precisión Horaria: La escala temporal del calendario (intervalos de tiempo) y la duración por defecto de las entregas/recepciones están preconfiguradas según los estándares de tu taller.
  
• Turnos Partidos: El sistema es capaz de representar turnos partidos para un mismo asesor, mostrando claramente los huecos disponibles para citas.
  
• Límite de Consulta: Por optimización de rendimiento, el sistema permite auditar rangos de disponibilidad y citas de hasta un máximo de 31 días.
  
  

Relación con otros módulos

• Seguimiento del Taller: Las citas planificadas impactan directamente en la visibilidad global de la carga de trabajo diaria.
  
• Detalle de Orden de Trabajo: Actualiza automáticamente la fecha prevista de entrega y genera un registro en el Histórico de la Orden para asegurar la trazabilidad.
  
• Planificador Diario del Taller: Permite una toma de decisiones informada basada en la disponibilidad real tanto de mecánicos como de asesores.

1. Daily Workshop Planner (Mechanics' View)

Executive Summary: It provides a comprehensive and centralized view of the daily and weekly workload of the operators to optimize the distribution of workshop resources.

Step-by-Step Guide:

1. Access to the Planner: Select the option of Planning in the main menu. You'll see an "Initializing" indicator while the schedule for the next 7 working days loads.
2. Cargo Identification: Display in the header of each column the name of the mechanic and their capacity indicator (e.g., 4.5 / 8 hours).
3. Block Reading: Each box represents a job and shows: registration (or frame), model, job description and time breakdown (worked/planned).
4. Real-Time Status: Identify if a mechanic is actively working using the "Working" visual indicator on the relevant block.

Pro Tips / Usage Notes:

• The system automatically excludes Sundays and public holidays configured in the company calendar.
• The design allows you to visually distinguish whether the customer is physically in the workshop by means of a distinctive icon on the block.

Relationship with other modules: It directly impacts the Workshop Follow-up, allowing the Workshop Manager to make informed decisions based on actual availability.

2. Dynamic Reassignment using Drag-and-Drop

Executive Summary: It allows you to intuitively reorganize your schedule by dragging jobs between different mechanics or time slots.

Step-by-Step Guide:

1. Selection: Click and hold on the Work Block that you want to move. The block will display a "floating" visual effect.
2. Displacement: Drag the block to the mechanic or destination date. The system will highlight the allowed "drop zone".
3. Confirmation: Release the block. A lock spinner will appear while the system validates availability and logs the change audit.

Pro Tips / Usage Notes:

• Reassignments to dates past or prior to the date of receipt of the vehicle are not permitted.
• If a job was divided into several scattered parts, when you move it, the system will automatically unify them in the new location.

Relationship with other modules: This action automatically updates the order status in the Dashboard and generates a record in the History of the Order.

3. Adjustment of Repair Times

Executive Summary: It facilitates the modification of the planned Time Units (TU) to adapt to the actual complexity of each breakdown.

Step-by-Step Guide:

1. Access: Right-click on a work block in the planner.
2. Edition: Select the option Change working hours from the context menu.
3. Modification: Enter the new total time in the numeric field. The system will show you the minimum allowed time (which matches the time already worked).
4. Accept: Press Accept to recalculate the mechanic's workload.

Pro Tips / Usage Notes:

• The system will not allow the planned time to be reduced below the time that the mechanic has already recorded using the stopwatch.
• This functionality is not available for jobs that have already been marked as Completed.

Relationship with other modules: The changes are reflected immediately in the column T. planned from the table of Current jobs of the order.

4. Order Summary Side Panel

Executive Summary: It offers a quick and detailed view of all the jobs in an order without having to leave the planning screen.

Step-by-Step Guide:

1. Opening: Click on any work block to expand the right side panel.
2. Data Query: Display the header with the order number (Series-Number/Year) and the vehicle data.
3. Job Management: The panel lists all jobs (planned and unplanned). You can see descriptions, visual statuses, and a tooltip with detailed times when you hover over it.
4. Multiple Assignment: Use the checkboxes to select multiple jobs and drag them directly from the panel to a mechanic's calendar.

Pro Tips / Usage Notes:

• You can navigate directly to the vehicle's information sheet or the order details by clicking on their respective identifiers within the panel.
• Completed jobs appear disabled and cannot be dragged or modified.

Relationship with other modules: It acts as a direct bridge to the module of Workshop Order Detailsfacilitating the transition between planning and operational management.

5. Division of Labor (Split Job)

Executive Summary: It allows you to segment a long-term job into several parts to distribute it over different working days.

Step-by-Step Guide:

1. Start: Right-click on the job in the side panel or on the appointment in the planner.
2. Configuration: Select Start work.
3. Distribution: Indicate how many U.T.s will be allocated to the first part and select the destination date for the second part on the calendar.
4. Validation: Press AcceptThe system will reduce the time of the original block and create a new one with the remaining time on the chosen date.

Pro Tips / Usage Notes:

• The system automatically validates that the mechanic is available on the destination date and that it is not a holiday.

Relationship with other modules: This process generates audit events that ensure the traceability of planning in the Historical.

6. Priority Control: Customers Waiting

Executive Summary: It immediately identifies orders where the customer is on the premises to ensure priority service.

Step-by-Step Guide:

1. Monitoring: Look at the button Customers waiting in the top bar. A numeric badge will indicate how many orders meet this criterion.
2. Display: Click the button to open a popup with the list of vehicles, sorted by date of receipt.
3. Location: Click on an order in the list; the planner will automatically scroll to the corresponding date and block and open its Order Summary.

Pro Tips / Usage Notes:

• The list is automatically updated every 3 minutes, detecting new customer arrivals without needing to refresh the page.

Relationship with other modules: This status is activated when the advisor checks the box. Customer waiting in room at the vehicle reception.

7. Management of Pending Tasks and Teamwork

Executive Summary: Tool to locate and assign jobs that do not yet have a responsible mechanic or that are assigned to a generic team.

Step-by-Step Guide:

1. Pending Assignment: Click on Orders without assigned workYou'll see the breakdowns that don't yet have a slot in the schedule.
2. Mechanic's Pending: Select Orders assigned to teams to view jobs that belong to an area (e.g., Painting) but not to a specific operator.
3. Planning: From the popup, select the command to open the side panel and drag the jobs to the desired mechanic.

Pro Tips / Usage Notes:

• In the "Queued Orders" view mode, jobs assigned to teams appear grouped together, allowing their direct reassignment to individual mechanics.

Relationship with other modules: He assures that no line of Labour added to the order is forgotten in the workshop's production flow.

8. Data Synchronization and Update

Executive Summary: It maintains the integrity of the information through automatic and manual update processes.

Step-by-Step Guide:

1. Automatic Update: The system refreshes critical data such as "Working" status, waiting customer badges, and time requests every 3 minutes.
2. Manual Refreshment: Press the button Refresh (circular icon) to perform a full reload of the schedule, working dates and assignments.

Pro Tips / Usage Notes:

• During manual refresh, you'll see a rotating spinner. The system is designed to keep the side panel open and the context of the selected order visible after the refresh.

Relationship with other modules: It is coordinated with the services of Factory Synchronization to ensure that timings and states match external systems if applicable (e.g., Volkswagen).

Are there any additional mandatory fields in the "Leave work" or "Change time" forms that need to be documented?