How to run (or clear) the site planner

Customise Site › Run Site Planner turns the site’s tasks into planned visit dates — the squares on the 52-week site planner.

The Site planner page with the task list and the Re-plan preview
The site planner.

What it shows

  • Totals: planned dates, the next 30 days, due now, and current tasks not in the plan. An amber warning names tasks that have tests but no planned dates.
  • A row per task: its schedule, start and finish, tests, how many dates are planned, the next date, and a status — Planned, Not in the plan, No tests or Ended.

Re-plan

  1. Click Re-plan site, or Re-plan on one task.

  2. The preview shows how many dates will be planned compared with now, and any missed visits it will record, by task and date. Nothing has changed yet.

  3. If there are missed visits, tick to confirm you want them recorded, then click Re-plan.

Why missed visits?

Re-planning works through each task from its start date. A past date with no visit is recorded as missed. Moving a task’s start date back, then re-planning, can create a lot of missed visits — check the preview. Visits already started and results already entered are never touched.

Clear the plan

More › Clear the plan removes the site’s planned dates (results and visits stay). Use it before rebuilding a site’s tasks; re-plan afterwards.

Open planner takes you to the 52-week site planner.