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:
- Select Setup >> User Options >> Schedule.
In Schedule Settings set up the following:
Total daily hours available
Enter the available number of work hours for each day.
- 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.
- 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.
- 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
- Choose what items to include on each schedule entry by:
- Selecting an item
- Selecting a line.
- Clicking Add.
- Selecting an item
- Change how each line displays the included items by:
- Selecting an item that has been added to a line.
- Selecting the Up and Down arrows to change the display order.
- Clicking the X to remove the item from the line.
- Selecting an item that has been added to a line.
Schedule Bay Display
Select the amount of bays you want the schedule to display.
- Current bays will display below in Current Bays.
Current Bays
Rename, reorder and delete bays.
- 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.
- Click the calendar icon to select the time.
- 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
Set the amount of minutes to be visually notified that an R/O is due in/out.
- Note: The visual notification is the R/O displaying a yellow color when using the Work In Progress (WIP) screen.
- Remove completed Repair Orders from the Work In Progress (WIP) screen, after a set amount of days.
- Notes:
- 7 days is automatically set as default.
- You can also remove Repair Orders manually and automatically from the Work In Progress (WIP) screen.
- See Using the Work In Progress Screen >> Removing a Work Document from
- Notes:
- Example: The number of technicians multiplied by their available work hours per day.
- Select Update.