7. Manage Work Plans in Yeti 4.0

A Work Plan represents a standing obligation created automatically for each service contract commitment. Work plans define what work needs to be performed, site access details, and crew instructions. Work plans marked as UNROUTED must be assigned to a route before crews can execute them in the field.

• UNROUTED: Indicates the work plan has not yet been assigned to a route and cannot be serviced by field crews.
• Details Status: Displays whether a work plan is Complete or missing information (e.g., Missing Instructions, Missing Done State, or Missing Site Markup).

  Note: Work plans can still be assigned to routes even if some information is marked as missing.

• Current Lap: Tracks live, in-progress runs actively being performed by field crews.
• Performance Records: Counts total completed and approved work runs for reporting.

Step 1: Access Work Plans

1. Log in to your Yeti 4.0 account.
2. In the left menu, click Operations to expand the section.
3. Click Work Plans.

Step 2: Filter and Search Work Plans

1. Search Bar: Use the search field to find plans by site name, service, route, or client.
2. Filter Options: Narrow down records using the dropdown filters:
   • Sites & Clients: Filter by specific locations or customer accounts.
   • Services & Triggers: Filter by work type (e.g., Plow, Mowing) or trigger type (SLA/event, Scheduled).
   • Status Quick-Filters: Click Unrouted only or Due today to instantly display actionable items.

Step 3: Switch Between Views

• Table View: Click the Table tab to view work plans in a structured list with details on client, trigger, route, missing info, and current lap status.
• Calendar View: Click the Calendar tab to view scheduled work plans by day, week, or month based on their service cadence.

Step 4: Assign Work Plans to Routes

1. In Table View, select the checkboxes next to the unrouted work plans you want to assign.
2. Click the + Add to route button at the top of the list.
3. Select an existing route or create a new route for the selected plans.

   Note: You can also assign work plans directly from the Routes page.

Step 5: Review and Edit Work Instructions

1. Locate the work plan you wish to update and click Edit (or the pencil icon) in the Actions column.
2. Review the contract commitment terms, required equipment, and consumable lists.
3. Instructions: Add or edit site-specific crew instructions, gate codes, access details, and hazards (e.g., "Gate code 4471; re-lock on the way out. Plow to bare pavement, then salt drive lanes").

   Note: Instructions compiled here are displayed directly to mobile app operators running the route.

4. Click Save Instructions at the bottom of the page to apply your updates.