Overview#
The Weekly Planner module provides field operations managers and schedulers with a 7-day calendar view of all work orders assigned to their crews, enabling at-a-glance visibility into workload distribution, scheduling gaps, and upcoming priorities. Rather than managing work orders through a flat list, the planner groups them by day and presents them in a visual layout that makes the week's operational commitment immediately readable. Managers can navigate between weeks, view unassigned work in a separate backlog, adjust assignments, and drill directly into individual work orders, all from a single scheduling interface.
Key Features#
- 7-Day Week View: Displays the full work week in a day-column layout with the current date highlighted, giving schedulers a persistent sense of where they are in the week relative to outstanding work
- Work Orders Grouped by Date: Each day column shows all work orders scheduled for that date, with the order title, assigned crew, duration, and location visible at a glance without opening individual records
- Priority Colour Coding: Work orders are visually distinguished by priority level, critical, high, medium, and low, using colour coding that allows schedulers to instantly identify which days carry the heaviest critical workload and where capacity exists
- Unassigned Work Backlog: Work orders without a scheduled date or crew assignment appear in a separate backlog panel, ensuring that unplanned work is visible alongside the scheduled week and not hidden in a separate list view
- Week Navigation: Previous, next, and today controls allow schedulers to plan ahead or review past weeks, supporting forward planning for material procurement and crew availability as well as post-week review
- Crew Assignment Display: Each work order card shows the assigned crew alongside the task, enabling managers to assess crew workload distribution across the week and identify where any individual crew is over or under-utilised
- Duration Tracking: Estimated duration is displayed per work order, giving schedulers a quantitative basis for assessing whether a day's commitments are realistic given crew availability and travel time
- Direct Work Order Navigation: Clicking a work order in the planner opens its full detail view, enabling schedulers to access instructions, materials lists, attachments, and status history without switching to a separate module
Use Cases#
Weekly Crew Briefing Preparation#
A field operations manager opens the weekly planner on Monday morning to review the week's commitments before briefing crew leads. They can see at a glance which days are overloaded with critical and high-priority work, which days have capacity, and which work orders are still in the backlog awaiting assignment.
Reactive Rescheduling#
An emergency work order arrives on Wednesday for a burst water main. The manager opens the planner, sees that Thursday has three medium-priority jobs and one high-priority job, identifies the medium-priority jobs that can be deferred, and reschedules them to Friday's lighter day, all within the same view without hunting through individual work order records.
Forward Planning#
The manager navigates to next week's view to assess whether incoming scheduled preventive maintenance work can be absorbed given the current week's carryover. Seeing the backlog panel alongside the forward calendar makes the capacity constraint immediately visible.
Backlog Review#
At the end of each week, the manager reviews the unassigned backlog panel to ensure that no submitted work orders have been overlooked during the week's triaging, assigning any unaddressed items to the following week before the briefing cycle closes.
Priority Workload Assessment#
A supervisor checking capacity before approving a new service request opens the planner to see whether the critical and high-priority slots across the week are already saturated or whether the new request can be slotted in without displacing existing commitments.
How It Works#
Integration#
The Weekly Planner reads work order data from the Work Order Management module, using scheduled date and assigned crew fields to populate the day columns. It is accessible from the scheduling section of the main navigation and requires the field operations role for access. Work order status changes made through the detail view are reflected in the planner on the next load. The planner is a read-and-navigate interface; work order creation and bulk scheduling operations are performed through the Work Order Management and Shift Scheduling modules.
Open Standards#
- ISO 8601 (Date and Time): All scheduled dates, shift start/end times, and work order timestamps are represented and exchanged using ISO 8601 datetime strings, ensuring unambiguous week-boundary calculations and cross-system interoperability.
- GraphQL (June 2018 Specification): The planner retrieves work order and crew assignment data through a GraphQL API, using typed queries with date-range filtering and cursor-based pagination as defined in the GraphQL specification.
- OAuth 2.0 (RFC 6749) / OpenID Connect: Access to the planner is gated by bearer token authentication issued via OAuth 2.0 and OIDC, with role-based permission checks enforced on every data query.
- GeoJSON (RFC 7946) / WGS 84: Work order location data exposed in the planner (latitude, longitude, and map annotations) is stored and transmitted using WGS 84 decimal-degree coordinates compatible with the GeoJSON specification.
- JSON (RFC 8259): Work order metadata, materials records, and scheduling configuration are serialised as JSON throughout the data layer and API responses consumed by the planner.
- W3C WCAG 2.2: The 7-day calendar layout, priority colour coding, and navigation controls are designed to meet WCAG 2.2 accessibility success criteria, including sufficient colour contrast and keyboard operability.
- W3C ARIA (Accessible Rich Internet Applications): Interactive calendar columns, work order cards, and backlog panel use ARIA landmark and live-region roles to convey structure and dynamic updates to assistive technologies.
Last Reviewed: 2026-04-14 Last Updated: 2026-04-14