Dayplanning | General

In Robaws you create a planning via the dayplanning module.
The dayplanning is the central collection point for all planning assignments for employees, equipment or projects. These are important in carrying out the day-to-day operation of your organisation.
The module 'dayplanning' is closely connected to Wappy and work orders.

This article explains the following:

• Overview screen
• Creating a new planning item
• The planning file
• Extra options
• The various tabs on the planning file
• The action buttons
• The link with Wappy
• From planning to execution

In the dayplanning you can make use of the waiting room. The waiting room contains all planning items that do not yet have a start and end time and therefore still have to be scheduled.
The waiting room also has an overview screen where you can see the columns just as in the dayplanning.

Overview screen

The overview screen is the screen where you get an overview of all planning assignments that have been scheduled at a single glance. You can set the overview screen to list view (as in other modules) or calendar view.

The overview screen of the dayplanning offers various possibilities:

• Creating several tabs: e.g. you create a separate tab for each group of employees
• Using resource filters: e.g. you want to filter on a particular item group in order to see only those planning assignments
• Sorting on the columns: e.g. you want to show the planning assignments in descending order (this is only possible in the list view)
• Editing fields in bulk: e.g. you want to mark several planning assignments as Time & Materials
• Carrying out actions in bulk: e.g. creating a work order for several planning assignments

In addition, you can determine the periodicity (day, week, month, year, etc.) yourself, as well as the resource (employee, project, equipment, planning resource, execution phase) you want to show.
You create the periodicities you want to use yourself via settings > dayplanning > settings.

Via the display action button you also determine whether you want to see empty lines (resources without a planning) and absences. The execution phase resource is only available when you work with execution phases; you switch those on via the project settings.

How are the colours determined?

The colour of a planning item in the overview is determined by:

• the planning type you assign to the item — this always takes precedence;
• the time-off category (illness, leave, etc.) linked to the item, if no planning type has been chosen.

The leave periods you set up do not colour the item itself, but the background of the day in question in the overview.

Creating a new planning item

You can create a new planning item from various modules: the dayplanning itself, a project, an order, an installation, an equipment file or from employees.
A new planning item follows one of the templates you set up. You manage these templates via settings > dayplanning > templates.

Moving, copying or extending a planning item by dragging

In the calendar overview you simply drag a planning item to another time or another employee: the item then moves along with it. If you drag it to another employee, the item is placed with that employee and disappears from the original one.

If you hold down Shift while you drag, something else happens:

• Shift + dragging to another time or another date for the same employee: you copy the planning item. A new planning item is created.
• Shift + dragging to another employee (or other equipment, or another planning resource): you extend the existing planning item with that additional resource. No new item is created.

The planning file

When you create or open a planning item, you end up on the planning file. It is made up of various blocks with standard fields, possibly supplemented with extra fields that you create via the settings.
How you fill in a planning item depends on where you start. There are two logical ways.

Flow 1 — from another module

If you start from a project, order, installation, equipment file or employee, then a great many fields are already pre-filled on the basis of the template (project, customer, customer reference, address, etc.). You then complete the following:

1. Give a title: what has to be carried out?
2. Fill in the start and end date, or drag the item from the waiting room to the right place on the planning.
3. Add the employee(s), or drag the item in the overview to the right employee.
4. Add the necessary equipment, the installations and so on.
5. You add extra information and files at the bottom via the tabs.
6. Assign a planning type to give the item a specific colour on the planning.

Flow 2 — from the overview of the dayplanning

Click directly on a spot in the overview of the dayplanning. The date and the employee are then filled in immediately on the basis of where you clicked. Next:

1. Give a title.
2. Fill in the necessary fields: project (or only the customer if there is no project), employees, equipment and so on.
3. You pass on files and extra information via the tabs at the bottom.
4. Assign a planning type for the colour on the planning.

Via the 'Items' tab at the bottom you also place the items needed for the assignment on the dayplanning — manually or loaded from a linked quotation or supply order.

Address

Robaws has an automatic link with Google Maps. If you fill in (part of) an address in the 'Enter a location' field, Robaws looks up the full address on the accompanying Google Maps map. If an address is linked to the project, order or customer, that address is automatically copied into the planning item.

Extra options

Besides the basic fields, the planning file offers a few less obvious fields and options.

Overview

The Overview block on the planning file shows all links from this planning item to other modules.
The modules that are linked to are work orders and maintenance. You can click through to these modules that way.
You can create a new work order from this block by clicking the plus sign next to work orders.

Forms

It is possible to link a form to the dayplanning. This form becomes visible in Wappy and can be filled in there.
You create the forms themselves via settings > general > master data > forms; that is also where you switch on the 'Forms' toggle, otherwise this block is not visible on the planning file.

The various tabs on the planning file

At the bottom of the planning file there are a few tabs:

• Items: items that are necessary for carrying out this planning assignment. These items are copied to the work order.
• Detail: more detailed information about the assignment that has to be carried out. This detail becomes visible in Wappy for the employees.
• Remarks: internal remarks about this planning item. These remarks are not forwarded to Wappy.
• Files: all files that are important for this planning assignment are added here.
• Tasks: overview of the tasks linked to this planning item.

The action buttons

In the overview of the dayplanning and in the planning item itself you find a few action buttons at the top.
From these buttons you can carry out a few self-evident operations such as: adding, deleting, archiving, locking, exporting to Excel.
In addition, you have a few specific action buttons:

The link with Wappy

The dayplanning is closely connected to Wappy, the app with which your employees consult their assignments in the field. In Wappy you see the following for every planning item:

• the general information from the planning item (title, customer, time, planning type, etc.);
• the address, so that the employee can navigate straight to the site;
• the detail from the Detail tab, preceded by the work order information of the linked project and the linked order;
• the items from the Items tab and the extra fields that have been filled in;
• the assigned equipment and the installations, and the linked forms;
• the files, both those from the linked project and the linked order and those from the planning item itself.

The internal remarks from the Remarks tab do not go along to Wappy.

From planning to execution

Once your dayplanning is ready, a few steps still follow:

• Before the execution you inform the customer about the planned assignment.
• Do you not work with Wappy? Then inform your employee by e-mail with the planning item.
• After the execution the work order comes in to you — via Wappy or on paper.

Updated on: 04/09/2026