How to Enter Actuals

Actuals are the achieved values of different KPIs during a shift. Entering Actuals are a main shift task for Deputies (Crew Leaders), however Planners and Schedulers are able to enter Actuals on the Process Plan and on the Edit Shift Plan screens.

Step-By-Step Guide

This guide provides instructions on how to:

1. Click on the Planning Board icon

 

 

Enter Actuals on the Process Plan screen

1. Click on the Actuals section for the KPI being entered

 

Info!

The section become editable and the Actuals format need to be matched to the Target format.
 

2. Enter the Actual

 

Info!

Press "Enter" on the keyboard or click anywhere on the screen (with the exception of the section) to record the entered Actual.

Time-based actuals are editable but cannot be deleted.

The entered Actuals are shown with colours for easy recognition. The colour codes are the followings:
Green: The entered Actual is on or greater than the Target
Yellow: The entered Actual is between 75% and 99% of the Target
Red: The entered Actual is below 75% of the Target
 

 

Select Task Completion on the Process Plan screen

Info!

Some Tasks have Targets that are shown next to the Task Description (the first section on the right). The second section shows the Task Completion value.
 

1. Click on the Task Completion section

 

Info!

The section become editable and the entered Task Completion value needs to be between 0 and 100.
 

2. Enter the Task Completion value

 

Info!

Press "Enter" on the keyboard or click anywhere on the screen (with the exception of the section) to record the entered Task Completion.

To delete the Task Completion value, click on entered value, delete the value and press "Enter".

The selected Task Completions are shown with colours for easy recognition. The colour codes are the followings:
Green: The task is 100% completed
Yellow: The task is partially completed between 75% and 99%
Red: The task is partially completed below 75%
 

 

Enter Actuals on the Edit Shift Plan screen

1. Right click on a Task or on the blank space and click Edit Shift Plan

 

2. Click on the Actuals section for the KPI being entered

 

Info!

The section become editable and the Actuals format need to be matched to the Target format.
 

3. Enter the Actual

 

Info!

Press "Enter" on the keyboard or click anywhere on the screen (with the exception of the section) to record the entered Actual.

Time-based actuals are editable but cannot be deleted.

The entered Actuals are shown with colours for easy recognition. The colour codes are the followings:
Green: The entered Actual is on or greater than the Target
Yellow: The entered Actual is between 75% and 99% of the Target
Red: The entered Actual is below 75% of the Target
 

 

Select Task Completion on the Edit Shift Plan screen

1. Right click on a Task or on the blank space and click Edit Shift Plan

 

2. Double click on the task. This opens the Edit Shift Plan Task form

 

3. Click on the "Completion %" section

 

Info!

The section become editable and the entered Task Completion value needs to be between 0 and 100.
 

4. Enter the Task Completion value. Click OK

 

Info!

The entered Task Completion value is shown in the “Comp” column in the Task section.
 

 

Print Shift Plan

1. Right click on a Task or on the blank space and click Edit Shift Plan

 

2. Click Print

 

Info!

The printed Shift Plan will be similar to this:
 
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