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Changing the Planner for Standard Tasks

From time to time, it might be necessary to change the employee assigned as the planner on standard tasks. There are multiple scenarios when you would need to reassign a planner, for example, when an employee has left the company or when a planner is transferred to a different site.

If there are many standard tasks assigned to a planner, replacing the employee manually would be time-consuming and prone to errors; therefore, applying a mass update is a more efficient method. This topic explains how to replace a planner with a different employee using mass update.

Note: The employee must be assigned a Planner role in order to replace the current planner.

For more information about applying mass updates, see Applying Mass Updates.

To Change the Planner for Standard Tasks

1.	From the Site window, select the Reliability Program view, Program tab, and then the Tasks tab.

2.	In the list of configurations, select “Standard tasks - details”.

3.	Apply a filter to the table so that only the standard tasks for the planner you want to change, are listed.

Tip: For more information about applying a filter to a table, see Filtering Data in Tables.

4.	Right-click the Planner column heading and select Replace. The Replace Column Data dialog appears. For example:

5.	Do one of the following:

•	Click to select from a list of valid values

•	Click Blank to erase all information in the column.

Note: The employee must be assigned a Planner role in order to replace the current planner.

6.	Click Apply to perform the mass update. A dialog prompts you for confirmation. For example:

7.	Click Yes to proceed.

8.	When the update is complete, the status of the updates is displayed in the Status section. For example:

9.	If rows could not be updated during a mass update, they can be viewed by clicking View Log or by APM administrators in the Mass Update Requests log. For more information, see Viewing Mass Update Requests.

10.	Close the Replace Column Data dialog.

11.	Remove the filter applied in step 3. The changes are now reflected in the table.