Scheduling

The Scheduling tab helps you view upcoming work orders, identify resource requirements, and assign technicians to work orders more efficiently. The page includes two views: Work Orders and Resources. You can toggle between the two views using the view by search chip. The search and the search results are based on the selected organization, which can be updated using the option at the top of the page.

Work Order View

This view provides a list of upcoming work orders on the left side that have resources defined in their operations. Work orders without resources aren't shown. The initial view is for the current day, displaying each work order by number. You can use the page toggle to change the period to the upcoming week or even the next 2 weeks. Within the chart, you can also use the + and – icons to adjust the timeline.

The chart provides a good overview of the resource load and work order operations by day and hour. You can select a work order row on the left side results and drill into its details, revealing the operation sequences and resource names required over the selected period. You can hover over the colored lines in the chart to provide additional details.

When hovering over a resource, you can right-click to assign a technician (resource instance). This renders an Assignment drawer. The drawer shows matching technicians for the selected resource and work center. You can click a technician and assign or unassign from the operation.

Resources View

This view provides a list of technicians (resource instances) on the left side of the screen who've already been assigned an operation each. You can view their assignment duration on the chart for the selected period. This provides a good overview of the resource load and work order operations by day and hour. If a technician is double booked, or has overlapping work, you can check other technicians' availability.

When hovering over a resource, you can right-click to assign a technician. This renders an Assignment drawer. The drawer shows technicians that match skill set for the selected resource and work center. You can click and assign or unassign a technician from the operation. This allows you to quickly re-assign work to another available technician.

If you need to perform assignments for multiple work orders, use the Assignments tab.

Resource Assignment Scheduled Process

After you schedule work orders over a near-term horizon, you can optionally assign resource. This process has been traditionally very time consuming, requiring you to edit each work order and assign resource instances at the individual operation resource level. Using the Schedule tab, you can more efficiently find and assign resources to work orders. However, this can still be a time-consuming process for large organizations or numbers of work orders. To help with the assignment of resources you can optionally use a scheduled process, as described in the Enable Work Orders Scheduling and Resources Assignment topic of the implementation guide, to automatically assign resources to your work orders.