Hi All - after a long interrogation of the Planned & Unplanned data that makes up the graph displayed in my snip above, I found out that for a work order to be Planned, it has to meet several criteria. For our data set:
1. When WO is first created, the Job Type must be Maintenance Plan OR Calibration,
PLUS
2. There must also be a job type variant selected when WO is first created,
PLUS
3. There must be a default "Expected Start Date" set when the WO is first created.
If all the three criteria is met, the work order is classified as PLANNED, otherwise it defaults to a UNPLANNED classification.
But....I have no idea why this criteria was set and I cannot find anywhere to alter it.
Not really a helpful classification for us - we really need to be able to define what PLANNED means, so that it works for our organization.
Oh, and the other watch out is that the % shown are calculated against the TOTAL work orders raised over the past 12 months - I have not been able to display % based on work orders created in a selected date range only.
If anyone can work out how we can set our own criteria for PLANNED and work out % numbers based on a set date range only - please let me know!
Until then, we'll go back to doing manual calculations each month.
Cheers everyone.