Open Existing Schedule or Create New Schedule

Go to:  Main Menu –> Schedules –> List of Schedules page –> Select and open schedule or Create new schedule

• See link Schedules | WEB | Create New

 

 

Add Recurrences

• After Schedule Details are complete and Saved –> Go to Tabs: Recurrences, Items, Assets

Recurrences Tab

• +ADD for how often to Repeat, From Date, To Date , Days Prior to Create, Allocated To (who will do the work).

 

Items Tab

• +ADD item code, location, Quantity, Comments and Allocated To

 

Assets Tab

• +ADD – Asset reference, Address, Allocated to, From, To dates, Enabled tick box

 

Contacts Tab

• +ADD Contact Details

 

Related, Invoices, Issues Tabs

• When the schedule is activated it will produce work and purchase orders to view on Related tab
• When flowed to invoices – See Invoice tab
• Issues Tab – If an issue occurs this tab will have a red dot next to the tab name. The red dot will remain until the issue is resolved.

 

Notes and Attachments Tabs

• +Add Notes and or Attachments as required.

 

Activate Schedule

To Activate an Order Schedule – Click Actions – Activate

• Or Close
• Or Cancel 
• If no longer required

 

 

View Schedule inside Asset 

Navigate to Main Menu –> Assets and find the asset you added to your new schedule.

• Check the schedule is viewable inside the asset

 

 

View Schedule inside Work Orders 

Once a schedule is active it will start to produce work orders.

• Work Orders will show inside a Schedule in the Related –> Work History tab
• Schedules can then be seen inside a work order through the Work Order –> Related tab flowed from the Schedule reference.

 

 

To modify Activated Schedule

• If need to modify schedule after activated – Change schedule Back to Draft status
• Reactivate when complete.

 

 

List of Schedules 

• Only the Active schedules will show Next Scheduled date and Time