Actuals are the achieved values of different KPIs during a shift. Entering Actuals are a main shift task for Deputies (Crew Leaders), however Planners and Schedulers are able to enter Actuals on the Process Plan and on the Edit Shift Plan screens.
Step-By-Step Guide
This guide provides instructions on how to:
Enter Actuals on the Planning board screen
Select Task Completion on the Process Plan screen
Enter Actuals on the Edit Shift Plan screen
Enter Actuals on the Actuals Screen
1. Click on the Planning Board icon
Enter Actuals on the Process Plan screen
1. If the KPI is not automatically calculated, click on the Actuals section of the KPI table and enter the actuals.
The section become editable and the Actuals format need to be matched to the Target format.
2. Enter the Actual
Press "Enter" on the keyboard or click anywhere on the screen (with the exception of the section) to record the entered Actual.
Time-based actuals are editable but cannot be deleted.
The entered Actuals are shown with colors for easy recognition. The color codes are the followings:
Green: The entered Actual is on or greater than the Target
Yellow: The entered Actual is between 80% and 99% of the Target
Red: The entered Actual is below 80% of the Target
Select Task Completion on the Process Plan screen
1. Double click into the scheduled task.
2. Enter the Actual or Completion % if percentage completion.
Enter Actuals on the Edit Shift Plan screen
1. Right click on a Task or on the blank space and click Edit Shift Plan
2. Click on the Actuals section for the KPI being entered
The section becomes editable and the Actuals format needs to be matched to the Target format.
3. Enter the Actual
Info!
Press "Enter" on the keyboard or click anywhere on the screen (with the exception of the section) to record the entered Actual.
Time-based actuals are editable but cannot be deleted.
The entered Actuals are shown with colours for easy recognition. The colour codes are the followings:
Green: The entered Actual is on or greater than the Target
Yellow: The entered Actual is between 80% and 99% of the Target
Red: The entered Actual is below 80% of the Target
Enter Actual in the Actuals Screen
1.Click on the Actuals Screen
2. Select the process you are going to enter the Actuals.
Click on the person icon then select your name.
Double click on any tasks. A different screen will pop-up then enter the Actuals or Completion %.
Actual KPI can also be updated in here if the KPI is not automatically calculated.
Select the KPIs tab. Select the KPI to update then enter the Actual.
Green: The entered Actual is on or greater than the Target
Yellow: The entered Actual is between 80% and 99% of the Target
Red: The entered Actual is below 80% of the Target