Planning & Scheduling

Master the OpexMX desktop Workload Planner to balance technician load, respect the skill matrix, and auto-assign the right work to the right person every shift.

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Modul

1. From Firefighting to Planning15 menit

See why reactive firefighting loses money and time, and how the planner replaces WhatsApp, whiteboards, and spreadsheets with one auditable view.

2. Defining Shifts and Calendars20 menit

Define shifts, calendars, availability, and rotations so OpexMX knows exactly who is on the clock and when.

3. Building the Skill Matrix20 menit

Build a per-technician competency matrix with skill levels that drive every assignment suggestion the planner makes.

4. Reading Capacity Bars20 menit

Read the live capacity bars to spot headroom, overload, and burnout risk before a single ticket slips.

5. The Weekly Drag-and-Drop Calendar25 menit

Use the drag-and-drop weekly calendar to move unscheduled work onto the right tech and watch capacity bars update live.

6. Smart Assignment Suggestions20 menit

Get ranked, skill-aware suggestions for each work order and learn when to trust them and when to override.

7. Auto Assignment: the Rules Engine20 menit

Run the rules engine across skill, shift, capacity, and priority, and know which batches to auto-place and which to review.

8. Balancing Workload Across the Team15 menit

Spread work fairly across the team and reassign mid-shift with every change syncing to the tech mobile app instantly.

9. Planning Cadence and Metrics15 menit

Adopt a weekly planning cadence, an emergency lane, and the metrics that turn the planner from a tool into a habit.

Planning & Scheduling

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