Activate logging

​You can activate logging in Plan-IT. When this option is enabled, all important events are kept in the logging of Plan-IT.

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Reservation of an online appointment request is not on the planboard in Plan-IT Workshop

When you cannot find the reservation, or it seems to have disappeared, you can search for the reservation in the logging of Plan-IT Workshop (if it is turned on).

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Daily planning

With the daily planning, you can keep clockings of the operations that are being performed

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Configure Plan-IT online on time

Before Plan-IT Online on time can be used, several settings need to be configured for the establishment.

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Capacity of Plan-IT and the online module are not synchronized

When you have the online module connected to Plan-IT Workshop, it is important that they remain synchronized. There can be various reasons why shows a deviating capacity.

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The time duration of an LU (labor unit) in Plan-IT

On this page we explain the differences between the LU's in Plan-IT Workshop and Plan-IT Online on time.

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Configure maximum number of customers waiting at the same time in the online module

Since Plan-IT version 5.171.7825 it is possible to limit the maximum number of customers waiting.

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Read error on index file

When you see this error message, Plan-IT cannot read a data file on the server. Perform below steps to solve the problem.

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How does reindex work

Sometimes a server crash or a network problem can corrupt the Plan-IT database. The reindex program that is provided with Plan-IT can fix these corruptions in most situations.

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Stretched work order on planboard

In Plan-IT version 5.171.8740, a work order can sometimes get stretched over the entire planboard and cannot be selected anymore.

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Update Plan-IT

In all our Plan-IT products is an update procedure. Read here how the update can be performed.

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Move Plan-IT to another server

Moving Plan-IT to another server is very easy.

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Logging in automatically

When you prefer not having to enter your user name and password each time when you log in, you can save these in the shortcut of Plan-IT.

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Add user

Follow the below steps to add another user to Plan-IT.

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How does the User+ work

User+ is a rights level for which you can configure extra rights on top of the regular user rights.

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Add employee

Follow below steps to add a new user

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Import employees

It is possible to import employees in Plan-IT. You can use this for example when you are a new Plan-IT user, have many establishments, and you don't want to enter all employees by hand in Plan-IT.

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Add working hours

This article explains how you can add working hours

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Fill planboard with working hours for the next year

Follow these steps to already fill the planboard for the next year

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How does the option Block overcapacity work

With the option Block overcapacity Plan-IT makes sure that the planner can only schedule work orders until the capacity is used up. After that, no more work orders can be scheduled. This will help to keep some room in the planning for drop-ins and emergency jobs

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Export and import operations

You can quickly copy operations of a certain establishment to a new establishment by exporting-importing.

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Appointment confirmation

Plan-IT has the option to send appointment confirmations to customers per e-mail.

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Agenda item in appointment confirmation

When you are using the appointment confirmation e-mail function of Plan-IT, since version 5.171.7825 it is possible to send a agenda item along.

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E-mail exceptions

It is possible to keep an exception list with e-mail addresses of customers that have indicated they don't want to be contacted per e-mail. This way you'll prevent that customer will receive e-mails while they have indicated they don't want to.

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CaRe-Mail appointment confirmation does not show the correct name of the receptionist

Read this article to solve this problem.

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Using replacement transport from another establishment

Since version 5.171.9020 it is possible to use the replacement transport of another establishment.This makes it possible to use the same replacement cars in multiple establishments.

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Replacement car mail

Use the replacement car mail functionality of Plan-IT to have a mail automatically sent to your replacement car department when scheduling a replacement car.

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Mail to replacement car department depending on the selected car

It has always been possible in Plan-IT to send an e-mail to the replacement car department when the replacement car option is turned on in the work order (when no replacement car from Plan-IT is selected).

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Subsequent mileage registration

Explanation regarding the kilometer registration

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Mail to warehouse with tyre change

Read this article for the steps to turn on the tyre change mail

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How does the tyre manager work

Read this article for the possibilities of the tyre manager module.

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Configure Plan-IT SMS module

You can turn on the connection with the Plan-IT SMS module iIn Plan-IT.

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Set SMS reminder

It is possible in Plan-IT to send automatic SMS reminders to customers.

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SMS exceptions

It is possible to keep an exception list with phone numbers of customers that have indicated they don't want to be contacted per SMS. This way you'll prevent that customer will receive SMS messages while they have indicated they don't want to.

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Update the capacity with Maintenance.exe

It is possible to update the entire online capacity of all departments with 1 task.

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Importwindow does not show work orders

When you don't see work orders in your importwindow anymore,follow the below steps to fix this.

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Autoline work order numbers already in use by existing work orders

To solve this, you can perform a cleanup in Plan-IT.

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Description Autoline_VrijeDagen parameters

The Autoline_VrijeDagen.exe program is used to collect days off from Autoline and process them in Plan-IT.

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Description Autoline_Werkorders parameters

The Autoline_Werkorders.exe program is used to get work orders from Autoline and make them available for Plan-IT.

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Description Autoline_Statussen parameters

​The Autoline_Statussen.exe program is used to collect statuses from Autoline and process them in Plan-IT.

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Description Autoline_JaarKalenderRun parameters

​The Autoline_JaarKalenderRun.exe program is used to collect the active work schedule of the mechanics from Autoline.

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Speed up collecting Autoline work orders via ODBC

Configure how far back Plan-IT has to check in Autoline to collect work orders.

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Autoline report back via webservice PON

Plan-IT can report the appointment date back to Autoline. This makes the combination of Plan-IT and Autoline very strong.

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Turn off Laatbak in Autoline

Turn off Actieve toekomstplanning (‘laatbak’) Autoline in combination with Plan-IT

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E-mail adres van klanten i.c.m. een DMS en CaRe-Mail

Dit artikel legt uit wanneer welk programma leidend is voor de e-mailadressen van klanten.

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Configure Afas connection

With this connection, the calendar and days off can be collected from Afas and sent to Plan-IT.

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Activate RentWise connection

Read here which settings you need to configure in Plan-IT to ensure that the information is sent to RentWise

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Use the cleanup function to delete old data from Plan-IT

Plan-IT has a cleanup function to delete old data. Read this article for the explanation.

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Snap to grid

Explanation about the snap to grid option in Plan-IT

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Enable High Integrity in Plan-IT

Enabling ​High Integrity in Plan-IT means that when you save and modify work orders, Plan-IT performs an extra check before it writes to the database.

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Watch out checkbox

The Plan-IT work order has a checkbox with the name Watch out.

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How does the management window work?

In the manamegement section you can manage establishments, brands, users, and rights, and connect to DMS systems.

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Configure leads functionality in Plan-IT

Explanation about the leads functionality

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Export options Plan-IT

It is possible in Plan-IT to export the most important data. Think of work order information, free days, calendar data, replacement car appointments, and occupation data.

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Default import format for customers and registration numbers

Besides a whole range of import formats of DMSes, ​Plan-IT Workshop also has a default import format. When you make sure that your file meets its conditions, you can import your customers and registration numbers in Plan-IT.

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