Click here to watch a recorded demo of Compliance

Scheduler has the ability to calculate and track two key time-phased work performance metrics:

• Labor Hour Compliance Factor
  • The ratio of actual hours posted to planned work in the compliance period to the total number of planned hours at the start of the compliance period.
• Work Order Compliance Factor
  • The ratio of planned work orders completed in the compliance period to the total number of planned work orders at the start of the compliance period.

• Scheduler Compliance tab
• Header information about the period’s start and end
• Manual actions to process a start and finish
• Table of historical compliance periods
• Line chart of the 2 data trend lines over the periods

• Scheduler Dashboard tab
  • Pie charts of the two main metrics for a selected period
    • Labor Hour Compliance
      • “Unplanned Hours” is (1 – (labor hour compliance)) as a percentage
    • Work Order Compliance
  • Stack chart of Schedule Compliance record counts
    • Plan Work Records
    • Break-in Work Records
    • Break-out Work Records

• “Planning Set” – APPR work orders in the period at period start
• Labor Hour Compliance
  • Actuals posted to work orders in the planning set / total work plan labor hours of the work orders in the planning set
• Work Order Compliance
  • Number of completed work orders from the planning set / total work orders in the planning set
• Break-in Work
  • Approved work orders inside the compliance period at period end, that were not in the planning set.
• Break-out Work
  • Work orders from the planning set that are not in the compliance period at period end. Cancelled work orders are considered break-out work.

• Cron tasks for compliance start and end
  • SkdComplianceStartCronTask – schedules recurring period starts
  • SkdComplianceEndCronTask – Schedules recurring period ends
• Allows Compliance to be calculated automatically, e.g. every week without user or admin intervention.
• For example, if the planning meetings are from 6-7AM every Monday, resulting in a committed weekly schedule, the start cron might be set up to run Mondays at 8:00AM. If all completions and actuals are to be posted by 5:00PM every Friday, the end cron could run on Fridays at 6:00PM.

• Save and commit a schedule after any edits and prior to starting or finishing a compliance period.
• Double-check the schedule and actual hours posted before finishing the compliance period. A incorrect compliance period can be deleted, but since it already took place it cannot be regenerated.
• Choose and stay with a consistent treatment of closed and cancelled records. By default, closed records count toward compliance the same way as completed; cancelled records count as break-out work.
• Use snapshots or manual scenarios to save a picture or copy of the approved committed schedule at the start of a compliance period. This provides another useful reference of results after the fact.