Schedule Work Orders and Inspections

You can easily schedule the Work Orders and Inspections on the Planning Board, it is quick to drag and drop them to specific employees.

1. Navigate to the Planning Board. The Planning Board calendar displays with individuals on it you can schedule in the timelines of Day, Week, and Month.

• (A) Entity - Where you can change the entity/site.
• (B) Selection - You can select either Department, Top 10 Recent, Personal View, or Team.
• (C) Calendar - You can select the calendar picker to change the day, week, or month.
• (D) Timeline - You can select either Day, Week, or Month.
• (E) Work Orders, Inspections, and/or Past Due - You can select what displays in the list.
• (F) List - Search or browse the list and when you find the item you can drag and drop to the board.
• (G) When you have finished the planning, click the Publish Changes button.

2.  After you have published, you can click on the assigned item.

This lets you either:

Dispatch 

1. Click the Dispatch button and the Send Message dialog dipslays.
2. Click the Email button to send out an email.

Edit

1. Click the Edit button and the Quick Edit Work Order dialog displays.
2. Change the details.
3. Click the Done button.

Unschedule

1. Click the Unschedule button and the item is removed from the planning board.

 Open the Work Order

1. Hover over the item.
2. Click the Go to WO  icon and this opens the work order item in the Work Order module.