Scheduling labor for work order daily scheduling sessions

Review and modify employee schedule information, work order details, activity schedules, planned parts availability, and booked labor for an activity.

To schedule employees for work order daily scheduling sessions:

Select Work > WO Planning > WO Daily Scheduling.
Select the saved selection parameters for an existing scheduling session.
Click the Scheduling tab.
To filter employees, click Filter Employee.
Choose one of the following options:
- Match Department
  
  Select to display employees in the same department.
- Match Trade
  
  Select to display employees in the same trade.
- Match Shift
  
  Select to display employees on the same shift.
- Qualified Employees
  
  Select to display qualified employees for the highlighted work order activity(s).

Drag and drop work order activities to selected employee calendar days. The system creates the appropriate labor schedule record.

Note: Drag more than one work order activity at a time to an employee calendar day. The system creates a labor schedule record for each work order activity for the employee calendar day.

Drag one employee calendar day to another calendar day for same employee, e.g., drag Wednesday to Friday. The system updates the scheduled date for each labor schedule record(s) on the dragged employee calendar day.

Drag one employee calendar day to another employee calendar day. The system deletes the labor schedule record(s) on the dragged employee calendar day and creates the necessary labor schedule records on the dropped employee calendar day.

See the following table for more options on work order daily scheduling sessions:

Icon Hover Text	Description	Results
WO Details	View and modify work order and activity details for the selected work order activity	The system opens the WO Details popup.
Activity Schedule	View and modify labor schedules for the selected work order activity	The system opens the Labor Schedules popup.
View Planned Part Availability	View planned part availability for the selected work order activity	The system opens the Planned Part Availability popup.
Part Availability Overlay	View available dates for selected materials to schedule work order activities	The system protects or shades the calendar grid cell dates if all work order activity material list parts are unavailable. If a calendar grid cell is protected due to part overlay (unavailability), then the system cannot schedule the work order activity for that particular date.
View Activity Booked Labor	View booked labor for work order activity for the selected work order activity	The system opens the Booked Labor popup.
Previous Week	View the previous week	The system advances the calendar gird to the previous week.
Go To Week	View a specific week	The system opens a calendar popup. Select the Start Date.
Next Week	View the following week	The system advances the calendar grid forward one week.
Filter Employees	Filter Employees	The system displays employee filter options.
Employee Schedules	View and modify labor schedules for selected employees	The system opens the Labor Schedules popup.
View Employee Booked Labor	View booked labor for the selected employee	The system opens the Booked Labor popup.
Close Session and Update Work Orders	Close the session and update work orders	The system closes the session, updates and creates activity labor schedules outside the session, and returns to the Parameters page.
Cancel Session	Cancel the session	The system cancels the session.