User Options - Schedule
IMPORTANT - This feature is NOT an appointment calendar; it is used to schedule existing Repair Orders against available tech-hours of a shop.
To set up the schedule:
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Select Setup >> User Options >> Schedule.
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In Schedule Settings set up the following:
Total daily hours available
Enter the available number of work hours for each day.
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Example: The number of technicians multiplied by their available work hours per day.
Color code R/O by
Select to include color coding for schedule entries based on R/O Status or Work Type.
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Note: You must have Status Codes or Work Types Codes set up in order to use color coding. Code Settings - Advanced
Specify workshop bay and duration for Inspection bookings
Enable this option if you are using the Inspection Schedule.
Enable time slots
Create a grid of hours on the schedule, broken into 15 minute increments.
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Enter the Start Time and End Time for the shop's work day.
Hide completed R/O
If you do not choose to Enable time slots, use this option to "hide" R/Os on the schedule as they are completed.
Repair Order Information
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Choose what items to include on each schedule entry by:
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Selecting an item
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Selecting a line.
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Clicking Add.
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Change how each line displays the included items by:
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Selecting an item that has been added to a line.
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Selecting the Up and Down arrows to change the display order.
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Clicking the X to remove the item from the line.
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Schedule Bay Display
Select the amount of bays you want the schedule to display.
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Current bays will display below in Current Bays.
Current Bays
Rename, reorder and delete bays.
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Note: This will only change how the bays appear on the main Schedule. This feature will not apply to the Inspection Schedule.
Due In / Out
Set the Default Due In Time and the Default Due Out Time for all new R/Os.
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Click the calendar icon to select the time.
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Click the Use Schedule Start Time If Available check box to automatically apply the date and time of the R/O on the schedule to the Work document.
Work In Progress Options
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Set the amount of minutes to be visually notified that an R/O is due in/out.
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Note: The visual notification is the R/O displaying a yellow color when using the Work In Progress (WIP) screen.
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Remove completed Repair Orders from the Work In Progress (WIP) screen, after a set amount of days.
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Notes:
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7 days is automatically set as default.
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You can also remove Repair Orders manually and automatically from the Work In Progress (WIP) screen.
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See Using the Work In Progress Screen >> Removing a Work Document from
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Select Update.