The links on the Scheduler window Action Menu are available in both Grid View and Calendar View. The only difference is that the Calendar item selection method is to choose a color block, which is then surrounded by a black line, whereas the Grid View includes a check box at the beginning of the line, which is marked to select the line.
Action Menu Options
- Select Open Scheduler to open the Schedule Entry flyout where you can assign Technicians to unassigned Work Orders. See How to Schedule Work for details.
- Select Show Backlog to see the current backlog of assigned Work Orders for a Shift and Trade and to reschedule selected lines to the same Technician. See How to Show Backlog and Reschedule below for instructions.
- Select Remove Technician to remove an entry from view. Select a row or calendar entry and choose this link. The line is immediately removed from view.
- Select Replace Technician to reassign the Work Order to another Technician. This opens the Replace Technician flyout where you can choose a different Technician. Be sure to select Save on the WebTMA toolbar to retain the change.
- Select Unassign Work Order to remove scheduled Technicians. Be sure to choose Save on the toolbar before you leave the window. Note: All scheduled Technicians are removed from the Work Order.
- Select Complete Schedule when you mark selected lines as completed. Choose Save on the toolbar to retain this adjustment to the record.
- Shift Schedule when unscheduled events occur which impact work order scheduling (illness, vacation, holidays, etc.), you can easily change technicians' scheduled assignments by a specified number of days or a specific date. See How to Shift Schedules below for details.
How to Show Backlog and Reschedule
- Complete Trade and Shift fields in the Quick Filter Section.
- Choose the Show Backlog link.
- Mark the check boxes for desired lines to be rescheduled.
- Select the Reschedule button
- Choose Save on the WebTMA toolbar.
How to Shift Schedules
In the grid:
- Check the desired technician lines.
- Select Shift Schedule on the Action Menu.
- Choose the Days or Dates to be moved forward or backward.
Shift By Days. Enter the number of days to move the work. A negative value shifts work to an earlier date.
Shift To Date. Select a date and time before or after the current date. - Click the Save button on the flyout.
- Choose Save on the WebTMA toolbar.