Scheduling or rescheduling work orders

Schedule unscheduled or backlogged work orders. Reschedule work orders as necessary.

To schedule or reschedule work orders:

  1. Select Work > WO Planning > WO Scheduling.
  2. Specify this information:
    Organization
    Specify the organization for which to schedule work if you use multi-organization security.
    Schedule By
    Select one of the following options:
    • Employee
      Select to schedule by employee. The system displays Employee. Enter, for Employee, the Employee for whom you wish to schedule the work.
    • Trade/Department
      Select to schedule by trade/department. The system displays Trade and Department. Enter, for Trade and Department, the trade and department for which you wish to schedule the work.
    • Auto Refresh
      Select for the system to automatically refresh the Daily Schedule list after scheduling an activity on the calendar. If you do not select Auto Refresh, the activity will not automatically appear in the Daily Schedule list until you manually click Refresh.

    See this table when scheduling or rescheduling work orders:

    Function Procedure
    Schedule unscheduled work orders Select Unscheduled WOs for Dataspy in the Activities section of the form, and then select a work order from the list and drag it to the day on the calendar for which to schedule it. The system creates a new work order schedule record.
    Schedule backlogged work orders Select Backlogged WOs for Dataspy in the Activities section of the form, and then select a work order from the list and drag it to the day on the calendar for which to schedule it. The system creates a new work order schedule record.
    Reschedule work orders Select the work order to reschedule in the Daily Schedule list, and then drag it to the day on the calendar for which to reschedule it. You must select either today’s date or a future date as the reschedule date on the calendar.