Scheduling tools for work orders

Schedule tools from a department for specified work order activities. Record tool requirements of multiple activities of a specified work order.

To schedule tools for work orders:

Select Work > Work Orders.
Select the work order for which to request tools, and then click the Schedule Tools tab.

Note: You must enter an activity for the work order before you schedule a tool.
Click Add Tool. The system automatically populates Qty. Required and Department.
Specify this information:

Activity-Trade

Select the appropriate activity-trade for the work order.

Tool

Specify the tool to request. The system automatically populates the description of the tool.

Date Required

Specify the date when you need the tool.

Scheduled Hours

Specify the number of hours required to complete the activity.

Qty. Required

Specify the number of tools you need.

Activity-Trade

Select the appropriate activity-trade for the work order.
Note: The system only displays the activity-trade if one activity-trade exists. When two or more exist, Activity-Trade is empty.

Hours Required

The system calculates and displays the number of tools required times the number of hours required to complete the activity.

Available Hours

The system displays the hours that the tool is available.

Activity Start Date

The system displays the beginning date for which you need the tool.

Activity End Date

The system displays the final date of the activity.

Department

Specify the department associated with this tool. If the tool applies to all departments, enter *.

Daily Capacity

The system calculates and displays the quantity of tools times the hours the tool is available to the department.
Click Submit.