Access

Workflows

Getting Around


So you've just jumped into Aphex Planner for the first time, well done! You're now on your way to making plans that actually happen. No more working in complex spreadsheets without knowing how the rest of the team is planning or running around chasing up engineers for their work before spending hours collating everything to then be sent out! Aphex Planner connects everyone in the team to their part of the plan, while streamlining everything you need for short-term planning into one simple to use digital platform.

Access

To access Aphex Planner you need to have an Organisation Role of Admin, Analyst or Standard Member. To access an Aphex Planner project you will also need a Project Role.

Workflows

In Planner, your planning process has been broken down into what we like to call Workflows. Don't panic! These aren't brand new concepts to wrap your head around, workflows just refer to the things that you are already doing when planning, just simplified and digitised for Planner.

Building & Readying

As engineers the first part of working in Planner is building up your plan and adding the necessary detail to each task, just like how you might build a Gantt on excel. Unlike other systems though, you have pre-existing Assets to populate your Tasks with, making for quick, consistent planning.

Once you've built up your plan, Planner's guided planning helps you cut down the time intensive process of reviewing your work. You can check for any crucial Missing Data set as Required Fields for your project, or ensure there are no Clashes occurring in your work all from one place before signalling to your planner that your part of the plan is up to date.

Publishing & Sharing

Once all engineers have readied their work, as planners, you can look to create a snapshot of the plan, at a point in the week aligned with our submission deadline, known as Publishing the plan. As the team's work is already in one centralised plan, you can see who specifically has readied their work as well as an overview of the plan's state before publishing.

Once, you've created that separate record of the plan, the Published Version can then be shared with those that need it through a number of methods. You easily print the Gantt or print the automatically generated sequence decks from the Work Areas assigned to your Locations. Alternatively you can send the interactive plan itself, giving those receiving it the ability to look through the plan's details in a way that suits them.

Recording Performance

We all love it when a plan comes together, sometimes though, things don't quite goes as we envision them on site and work gets held up by delays. As engineers, you then have to go through the process of amending affected activities or filling out a separate delay register.

In Planner, all you have to do is edit your in-progress tasks, to log delays as statuses. Statuses can also be used to note positive progress such as when a tasks proceeding as planned or has finished early (yay!), allowing you paint a complete picture of the plan's progress.

Getting Around

Before getting stuck in , it's always a good idea to get acquainted with the various parts of the app, ensuring you can use and navigate Planner effectively. The main areas of the app are all available from the left-hand Sidebar, accessed by clicking on the Aphex Logo in the top left of every page.

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