Operator planning

Plan which operator works each machine and shift once, and let Pulsar assign them automatically at the start of every shift.

Operator planning is for operations where the same worker stays on a machine for long periods, whether days, weeks or months. You plan the assignments once and Pulsar applies them automatically on every shift, which means less manual work in the platform and automatic operator tracking for more accurate, reliable analytics.

Video

Watch how to do it, step by step.

Create an operator plan

Download the template

Go to Settings > Operators and open the Operator Planning tab. Click Download Template to get the .csv template.

The file has four columns: operator, machine, day and shift. Add one row per operator, machine, day of the week and shift, as in the template's sample row: John Doe, Machine 1, monday, morning:

  • operator and machine: the names exactly as they appear in Pulsar.
  • day: the day of the week, such as monday.
  • shift: morning, afternoon, night or day.
The Operator Settings page, opened from Settings > Operators, with the Operator Planning tab selected next to Operator List. At the top right, the Download Template and Upload New Plan buttons. Below, the plans table with the columns Planning Name, Start Date, End Date, Status, Info and Action.

Upload your plan

Click Upload New Plan. In step 1, give the plan a Plan name, a Start Date and a Start Time, and choose when it Ends:

  • Never: the plan remains active indefinitely.
  • On date: set an End Date and End Time for it to expire. They must be after the start date and time.

Click Next.

Step 1 of the Upload New Plan dialog, with the Plan name field, Start Date and Start Time, the Ends options Never and On date (On date selected), End Date and End Time, and the Cancel and Next buttons.

In step 2, select your .csv file under Browse and upload your files (if it's your first time, you can also download the sample file from there). Click Confirm to create the plan, or Back to change the plan details.

Step 2 of the Upload New Plan dialog: an upload area reading Browse and upload your files, with a sample file link, and the Back, Cancel and Confirm buttons.

Pulsar assigns the operator

When a shift starts, from the date you specified, Pulsar automatically assigns the planned operator. The assignment shows up immediately in the Real Time view.

Change an assignment for one shift

For a last-minute change, go to Databases in the main menu and open the Operators tab. It lists each machine's shifts with their Machine, Date, Shift, Start Time, End Time and Operator. Choose a different operator for that shift from the drop-down in the Operator column, without modifying your overall plan. Use the Operator and Assignment (Assigned or Unassigned) filters to find the shift.

The Databases page on the Operators tab, with the date range and Machines selectors, the Operator and Assignment filters, and the columns Machine, Date, Shift, Start Time, End Time and Operator. One row's Operator drop-down is open, listing the operators to choose from.

If you have trouble setting up operator planning or need help, contact your Customer Success representative or raise a support ticket from the app.

Alerts

Create alerts on machine metrics, choose who receives them or how machines are highlighted, and review the notifications they generate.

Operators

Add, rename, import and export the operators your plant can assign to machines.

On this page

Create an operator planDownload the templateUpload your planPulsar assigns the operatorChange an assignment for one shift