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Using the Equipment Schedule

Updated

The Equipment Schedule is only available for customers with a vintrace Enterprise subscription. Please contact sales@vintrace.com for information on upgrading to Enterprise.

The Equipment Schedule displays a visual timeline so that you can plan your tank, fermenter, and bottling utilization. It provides a centralized view of the work and allows you to drag and drop items into your schedule when plans change.

Accessing the Equipment Schedule

To access the Equipment Schedule:

  1. Click More_Options_20200323.png More Options in the sidebar.
  2. From the Planning tile, click Equipment Schedule.
  3. Select the View By option that you want to use:
  • Resource Group — A resource group is a group of equipment items. For example, you could create a resource group that includes all your fermenters.

Resource_Group_-_Fermenters_20201015.png

When you select the resource group, all the equipment items in the group display in the Equipment Schedule.

  • Equipment List — This option allows you to manually enter the equipment items that you want to display in the Equipment Schedule.

Equipment_List_20201015.png

 

  • Tank Saved Search — This option includes all tanks in that are included in a saved search. 

Tank_Saved_Search_20201015.png

  • Vessel Name — This option includes all vessels that begin with the characters that you enter.

Vessel_Name_20201015.png

Each vessel listed displays an icon beside it. For example, the icon might indicate whether the vessel is ready for use, contains wine, or needs to be sanitized. You can hover over the icon to view the information. To view the events for the equipment in the Job Calendar, click the Calendar_Icon_20201015.png calendar icon beside the equipment name.

Equipment_Information_20201015.png

Viewing Details for Planned Usage

To view the details for planned usage, do one of the following:

  • Double-click the schedule item in the calendar.
  • Click the schedule item, then click View.

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Creating Planned Usage from a Work Order

Refer to our Creating Equipment Schedules from Work Orders article for details.

Editing Planned Usage

To edit an equipment item’s planned usage:

  1. Click the schedule item.
  2. Click Edit.
  3. Click Edit Planned.
  4. Edit the usage as needed.

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  1. Click Save.

Deleting a Planned Usage

To remove an equipment item’s planned usage:

  1. Click the schedule item.
  2. Click Delete.

Swapping Vessels from Schedule Details

Refer to our Swapping Destination Vessels Using the Equipment Schedule article for details. 

 

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