CiteOps Version 25.5 introduces a powerful new availability capability in the Equipment Schedule. With this enhancement, operations and maintenance supervisors can quickly see which equipment is available, schedule it for maintenance, or allocate it to operational tasks between processes. Users can now add, delete, or adjust tasks to align with equipment availability, ensuring smoother planning and execution. In addition, reports can be easily generated, printed, and shared with relevant people.
This guide explains how to:
Understand the New Equipment Screen and its display Options
Add/Edite/Delete Equipment
Allocate Equipment to maintenance or another department/process for specific shifts
Set Up a Maintenance Related Processes
Print/Download Equipment Schedule Report
Set Up an Equipment Based Scheduler View
Understanding the New Equipment Screen and Display Options
The new equipment schedule screen provides a more customisable view of the schedule and equipment information.
The main functionalities of this screen are explained in the below section:
Menu: The menu allows users to choose display options for this screen. For example, to display equipment related information including default process, downtime hours, location, status, type, notes or utilisation rates by column and to “sort by” equipment information.
Search Bar: Allows users to search for any specific equipment by typing the Plant No.
Apply/Clear Filters: Allow users to filter information based on the process they are allocated to by default or equipment type. When filters are not required, users can use the clear button to reset filters.
Apply Routine Schedule: Allow users to apply changes made to the routine schedule
Current Schedule/Routine Schedule: Select “current schedule” when making changes to specific shifts. Select “routine schedule” to make permanent changes to the regular schedule (to for example capture a weekly maintenance)
Week, Day, 24/48hr, 72hr, 2 Week: To display the selected time range option.
Navigation Bar (Dates, weeks): Users can use these icons (>, <, >>, <<) to navigate through different dates and weeks.
Adding/Editing/Deleting Equipment Information
To add a new equipment
Go to Manage Screen and select Equipment.
Click on “Add Equipment” and fill out required information.
Click “Save”
To edit an existing equipment
When editing information for existing equipment, users can go to the manage screen to make these changes.
Select the equipment
Update Plant No, type, description or default process.
Click “Save”
To delete an existing equipment
When deleting equipment from CiteOps:
Go to the manage screen
Select the required equipment
Click on “Delete”
Allocating Equipment
When equipment is allocated to a process for one or more shifts, it becomes available for assignment to tasks created within that process, or to tasks shadowed to it, during the corresponding shift(s).
Normally, equipment will be allocated to its “default process” to make changes to this for specific shifts:
Go to Equipment Schedule Screen
Select the equipment and shift you want to allocate a process.
Note: to select multiple shifts or equipment click Ctrl or Shift in your keyboard while selecting the desire fields.
Drag the process the equipment will be allocated to from the “Departments and Processes” Panel on the right side and drop it to one of the selected shift/s.
Setting Up Maintenance Related Processes
Users can now set up multiple processes as the Maintenance process in CiteOps. Equipment assigned to these processes would be shown in the system as unavailable. If an equipment is assigned to a task and its later assigned to one of the maintenance processes for that shift, the assigned equipment will flag in red, indicating that equipment is no longer available and that an action is required.
To set up maintenance related processes:
Go to the manage screen
Select “Departments”
Double click on the Department that includes the maintenance related process(es).
Tick the “User for Equipment Maintenance” box
Click “Save”
Note: When creating new processes that should make equipment unavailable, please remember to assign the processes to the Department marked as “Used for Equipment Maintenance”
Printing/Downloading Equipment Schedule Report
Users can download or send the equipment schedule report through CiteOps. This report can show the below information:
Equipment Description
Default Process
Yesterday’s/Current Status & Notes
Downtime Hours
Location
Next Service Date
Next two dates for maintenance schedule
Follow the below steps to print or download the equipment schedule report:
Click on the “Menu” icon
Click on “Report”
Select “Print”, “Send” or “Download” as required
Setting Up Equipment Based Scheduler View
The equipment-based view provides clear and complete visibility of equipment availability including assigned or unassigned equipment in separate swim lanes with tasks, parking location, utilisation rate, process allocation and other information.
One of the main changes is the capability of seeing all your list of available equipment regardless of that equipment being assigned to tasks during the selected timeframe. Previously, the views will only displayed the equipment that were assigned to tasks for the given timeframe.
Follow the below steps to set up an equipment-based view:
Go to the Scheduler View
Click on the “Manage Views” Icon
Click “Add View” and select “Equipment” from the drop-down list.
Fill out required information
Click “Save”
View Name: Name of this new equipment-based view.
Hierarchy: Select the required information and how to display
(i.e. 1st Equipment, 2nd Equipment Type, etc). This will impact how the view will sort the displayed information.
Filters By: Your defined filters will define the tasks being displayed for that specific view based on, for example, equipment type, process, department, tags, etc.
There are two options for filtering: based on Equipment (plant no, type, default process of equipment) or Task (assigned equipment/people, process, locations, and any other task related fields).
Advanced View: Select the required columns customization and display options for this view.
Columns Customization Options
Display Options (Enforced option will ensure that this information is always visible in the scheduler view regardless of the users’ selected display options)
Display options in equipment-based views
These views have a particular set of display options that each user can enable for themselves and that will show certain information in the schedule section of the Scheduler such as:
Process the equipment is allocated to
Utilization rate on that given timeframe
Total duration of tasks the equipment is assigned to for that period
Total time period is being considered
To enable the display option in the scheduler view, follow the below steps:
Click on “Menu”
From the display options, select “Equipment Allocation” and click on the information you would like to be displayed.
In this new Equipment Based View, users can assign colour to each process in CiteOps, so it is easier to identify what process the equipment is allocated to for each shift and when it’s unavailable (assigned to a maintenance process). Please follow the below steps:
Go to “Settings”
Select “Processes”
Double click on a specific process and select “colour”.
Click “Save”.