Horizon is designed to facilitate a smooth process for organizing maintenance plans and repair campaigns using inspection data. A key part of this process involves flagging damages that require further action, such as another inspection or repair.
Why plan repairs and maintenance in Horizon?
Organizations have to ability to complete their repair planning process directly in Horizon using the Tasks features. Using the tasks feature can be beneficial for organizations for several reasons:
- Review damages and repair plans cross-functionally with individuals in the organization
- Review all damage characteristics and images directly in source data
- Preserve all damage-related actions in a centralized database
- Update decisions on damage repair planning in real-time
Using Tasks in Horizon for Maintenance Planning
A typical workflow for organizations planning repair work is to start by reviewing the damages from new inspections, via the Damages list on the Inspections tab. There different trains of thought as to where this should fit in the workflow:
- While a user is reviewing and confirming damages: This workflow is often used when the person reviewing and confirming the damages and the person deciding upon and planning the repairs are the same. See the Support Article Workflow for Damage Confirmation for more detail on Confirming Damages.
- Independently of confirming damages: This workflow is often used in larger organizations that use different people (or even departments) to confirm the damages than those that decide and plan the repairs. This workflow is also useful for organizations who want a 2nd pair of eyes to review the confirmed damages prior to assigning them to tasks.
Regardless, the repair planner shall start to create unplanned tasks by clicking the expand (+) button on the left side while in the Inspections Tab, and deciding if the damage requires further action, such as conducting another inspection or repairing it.
Optional: If operating under the 2nd work flow, the damages in the Inspections Tab can be further sorted by the Confirmed tab.
For those damages that require repair, the user can then click Create Task and select the Repair type:
If instead you would like a larger image to decide on the repair action, click on the hyperlinked Damage ID to pull up the full-screen view. From here, you can create a task by clicking the Damage Actions button, clicking Create Task, and clicking Repair Task or Inspect Task:
This creates an unplanned task, meaning the user has decided to do something with the damage, but has made no further decisions related to planning the execution of the repair. Confirmation that the task has been created successfully will popup at the top of the page:
To view the existing unplanned tasks, go to the Work Orders tab and click Unplanned Tasks. Here, there user can review all tasks that have been created, but remain unplanned:
Useful Tip: The number of tasks that have been created for each specific damage is viewable from the Inspections Tab in the Tasks column:
The radial circle around the number indicates the ratio of tasks that are Pending (White), In Progress (Blue) or Complete (Green). Mousing over the number triggers a Task pop-up that gives more information about the related tasks, including a link to the task, the task type, the status and the due date:
As the user uses this method to create unplanned tasks, they can pile up quickly in the unplanned task view. An inspection season can often reveal thousands of damages for an organization, yielding a large list of unplanned tasks.
The next step in managing these unplanned tasks is to manage them use using advanced multi-sort features and assigning them to Work Orders. Take a look at the next support article for more information: Planning Unplanned Tasks.