The “Planner” section allows you to view “Audits” and “Tasks” in a “schedule” format. The “Default Planner Period” can be set to “Day”, “Week” or “Month”. To do this, go to “Settings” > “Package Details” > “Package Info”.

To search the Planner and view the schedule, please follow the instructions outlined below.

How to use the Planner

1. Select the “Planner” tab to navigate to the Planner dashboard.

2. The “Planner” which appears will be based on the pre-set defaults.

3. There is a back button at the top left, which allows you to select the schedule for the “Previous” timeframe.

4. The forward button at the top right, allows you to search the schedule for the “Next” timeframe.

5. The Planner view can be easily switched between “Day”, “Week” or “Month”, and “Audits” or “Tasks” using the top middle buttons.

6. To refine your search, use the “Filters” on the left hand side. 

   • Audit or Task Details: Enter the Audit or Task Name or Reference Number.

   • Category Filter: Select a Category or individual Sub-Categories to search for Audits or Tasks that have these categories specified.

   • Location Filter: Select a specific site from the drop-down list to search for Audits or Tasks associated with that site.

   • Responsible Filter: Search for the Audits or Tasks assigned to a particular admin or worker.

   • Asset/Item Filter: The Tasks section has an additional search field for Asset/Item.

7. Click “Search” to display the new schedule.

8. Any searches can be exported to Excel via the “Excel” button at the top right.