---
title: "How to use the Planner?"
slug: "1723138666"
tags: ["Work"]
updated: 2026-07-22T15:02:39Z
published: 2026-07-22T15:03:01Z
canonical: "help.ila.cegid.com/1723138666"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to use the Planner?

- [x] PT
- [x] ES

---

Valuekeep Planner allows maintenance managers and administrators to plan their technicians' work using various calendar views.

---

## Roles

- **Administrator**: can view all work orders, preventive maintenance events, and assign a work order to any technician;
- **Maintenance manager**: can only view work orders created by himself/herself and those from the work center for which he/she is responsible.

---

## Structure

The Planner is organized into two sections:

- **Filters**: filters to apply to the data that will appear in the calendar views;
- **Calendar**: This section can be divided into five views, with the default view being the **Work Week** view. The available views are:
  - **Day:**
    - Displays assigned work orders, unassigned work orders, and preventive maintenance events for the **selected day**;
    - **Start of the day**: 6:00;
    - **End of the day**: 20:00;
    - **30-minute** intervals.
  - **Work Week:**
    - Displays assigned work orders, unassigned work orders, and preventive maintenance events for the **selected work week**;
    - **Start of the day**: 6:00;
    - **End of the day**: 20:00;
    - **30-minute** intervals.
  - **Week:**
    - Displays assigned work orders, unassigned work orders, and preventive maintenance events for the **selected week**.
    - **Start of the day**: 6:00;
    - **End of the day**: 20:00;
    - **30-minute** intervals.
  - **Month:**
    - Displays assigned work orders, unassigned work orders, and preventive maintenance events for the **selected month**.
  - **Schedule:**
    - Displays work orders **by technician**.

---

## Operations

Several operations can be performed directly in the Planner:

**Assign work orders**

There are two ways to assign work orders to employees:

- **Drag and drop**:
  1. On the **Schedule** tab, drag the WO to the desired technician;
  2. It is possible to assign the WO to **several technicians**, but **not simultaneously**. The assignment must be made **technician by technician**.
- Through the **context menu**:
  1. **Right-click** on the desired work order, then select the **Assign** option;
  2. Select the **employees** to assign and click **Save**.

**Remove assignments**

It is possible to remove the assignment of a work order. There are two ways to do so:

- **Drag and drop**:
  - In the **Schedule** tab, drag the WO to the **Unassigned** section. Or click on the WO number to view its details, then click on the **Unassign** icon **[![](https://helpcenter.ila.cegid.com/wp-content/uploads/icone-de-anular-atribuicao-VK.png)](https://helpcenter.ila.cegid.com/wp-content/uploads/icone-de-anular-atribuicao-VK.png)**.
- Through the **context menu**:
  1. **Right-click** on the desired work order and then select the **Assignment** option;
  2. Remove the assignments.

**Note**: **Unassigned** work orders are displayed in **gray** and **assigned** work orders are displayed in **blue**.

**View work order information**

You can view the information for a work order by clicking on it. A pop-up window will appear with the following information:

- Expected date;
- Asset;
- Status;
- Priority;
- Responsible.

**Create work orders**

To create work orders, the following steps must be followed:

1. **Right-click** on the desired date/time;
2. Select the **Create Work Order** option;
3. Fill in the fields on the panel displayed;
4. Click on Save.

**Note**: you can quickly navigate to the current day by **right-clicking** on the desired date/time and then selecting the **Go to today** option.

**Edit work orders**

To edit work orders, the following steps must be followed:

1. **Right-click** on the desired work order;
2. Select the **Edit Work Order** option;
3. Click on the desired operation:
  - **Edit**: to make the desired **changes** to the work order;
  - **Delete**: to delete the work order, by selecting the trash can icon;
  - **Attachments**: to edit or add attachments to the work order;
  - **Copy to New**: to clone the record with a new key.

**Create WO from preventive event**

To create work orders through a preventive maintenance event, the following steps must be followed:

1. **Right-click** on the desired **preventive** maintenance;
2. Select the **Create Work Order** option;
3. The fields in the panel will be **filled in automatically**, but you can edit the information displayed;
4. Click **Save**.

**Disable preventive maintenance event**

To disable a preventive maintenance event, you must follow these steps:

1. **Right-click** on the desired **preventive** maintenance;
2. Select the **Edit Preventive Maintenance Event** option;
3. In the panel displayed, uncheck the **Active** option.

**Note**: only 200 records are displayed in each view.