STAFF AND FIELD SERVICE
MANAGE, PLAN AND
These highly customised planners were built for the L&D and Training departments of UK based TOC's. They allow the long term planning of courses, management of all info related to attendees, trainers, rooms, sites and results.
Integration with HR and LIM's platforms ensures all remain updated and accurate.
GET AHEAD AND SAVE TIME
PLAN ALL YOUR RESOURCES : Projects, jobs / orders, staff, machines, equipment, activities,
planned vs actual hours, work hours, due dates, statuses, holidays / sick etc.
SCHEDULE EVERTHING
Schedule views are great for 'drag and drop' planning and scheduling. Simply drag resources onto the schedule to plan your jobs, activities, staff .... basically any resource.
WORK IN REAL-TIME
Keep all views up to date and view in real time on PC/Tablet/Mobile, wherever you are. Information can be accessed by multiple users at the same time.
LEVERAGE YOUR DATA
Use your data to keep on top of all activities and events. View in a format that works for you, see what you want to and need to see.
Create reports, filters and automations to simplify work and integrate with existing platforms.
FOR TRAINING AND TOC's
TYPICAL SCENARIOS
Plan staff and field service events.
Change using simple drag and drop.
Share with staff in real-time via desktop, tablet or mobile.
Available anywhere, anytime, any device.
Reduce low level chatter by providing key information
when it is needed, direct to staff.
Allocate skills and training needs to staff.
Plan in future requirements.
Use skills to ensure the right staff do the work.
Stop double and mis-allocations.
Control who sees, edits, adds and deletes information
using User Rights Management
SKILLS
Assign skills to employees. Monitor when they need re-training. Check allocations against skills.
RECORD INFO
Collect key information when staff are on the job, or, have completed their activities. Update instantly across the platform.
COMMUNICATIONS
Reduce low level chatter by sharing information in real-time. Access via PC, Tablet or mobile to provide access from anywhere and at any time.
SALES
Let us know how we can help and please email or phone us. We are always happy to talk planning.
ONE SOLUTION, MULTIPLE VIEWS
Provide each user and groups of users, with views that work for them.
Show them the information they need, at each stage of the workflow.
Schedule Views
View tasks, events, or milestones, and make changes as needed.Visual Planning provides you with an overview of the planning process, allowing users to visualize their work and make informed decisions.
Desktop / Browser / Mobile
Works on Laptops/Tablets and iOS and Android for Mobiles.
Kanban Boards
Using Kanban view in Visual Planning is important because it provides a visual representation of the workflow, promotes collaboration and flexible planning, supports continous improvement, and facilitates visual project management.
Dashboards
Visual Planning’ Dashboard increase your work productivity by providing real-time data visualization, tracking progress towards goals, monitoring key metrics, and facilitating collaboration and decision-making.
Gantt Charts
Plan, track and communicate project schedules.Visual Planning GANTT view provides a visual representation of the project timeline and helps project managers to manage tasks, dependencies, and milestones.
Reports & B.I.
This feature enables you to create a view that brings together all your company’s performance information (production times, sales targets achieved, resource load plan, etc.), with the aim of better managing your resources and your business.
Agenda View
Visual Planning’ agenda view is designed to provide a quick and easy way for users to view their upcoming schedule, making it easier to plan and prioritize their work. Users can quickly scan the list to see what they have planned for the day, week, or month, and make changes as needed.
Blueprint
Blueprint view offers a clear overview of the project structure. This helps users to easily understand how the project is organized, including its hierarchical structrure, subtasks, and dependencies.
Geo Location
Geolocate and trace your resources from maps integrated into your planning software to optimize resource assignments based on distance and resource location criteria. The aim will be to schedule tasks for greater efficiency and productivity.
Automation
Discover VPAutomation, the flagship feature of Visual Planning 9 that will revolutionize the way you manage your schedules. VPAutomation will take care of scheduling and auto-assignment to optimize your productivity!
Integration and Open API
Thanks to REST and SOAP API formats, you can customize your interfaces, automate functions, create webviews or interface between your other software, so that your software perfectly matches your needs. Our customized solutions, designed by our teams, ensure complete management of your activities, while taking advantage of the functionalities specific to your sector, all from a single point of contact.
Explore our sample integrations to discover how our customers have optimized their business processes. Whether you’re looking to centralize heavy production, simplify business planning or streamline sales operations by enabling your tools to communicate, our APIs offer tailor-made solutions for every use case!
VP Go (iOS & Android)
VPGo, Visual Planning’s mobile application, makes resource and task management accessible wherever you are. This application enables your staff, customers and partners to consult and modify schedules in real time, promoting collaboration and team coordination.Whether you’re in the construction or manufacturing sectors, VPGo is the ideal solution for optimizing the management of interventions, organizing worksites, time tracking or communicating with your teams!
SEE HOW 6,000+ COMPANIES
PLAN THEIR RESOURCES
Over the last 14 years we have worked with companies in over 85 countries.
OAKFIELD SOFTWARE
