When you create rules from the Auto-Schedule Rule Window, Work Orders that meet your predefined rules are automatically assigned and printed or emailed to a Trade or Technician.
WebTMA examines every Work Order submitted to the database to determine if it matches an Auto-Schedule Rule. Work Orders that meet the rule are scheduled automatically. If conflicts occur, such as authorization requirements, the Work Order must be scheduled manually.
Following is an outline of steps needed to set up your system to auto-schedule Work Orders.
Step 1. All Tasks can be used when auto-scheduling Work Orders; however, Tasks related to Zones require that you go to Organization > Task > Records / Identity Tab and mark the Zone Related check box on any Tasks assigned to Zones. The same Task cannot be assigned for both Zone and non-Zone scheduling rules. See Auto-Scheduling Tasks.
Step 2. Go to Organization > Zones / Personnel Tab and assign a Trade for each Technician assigned to the Zone if used with auto-scheduling. See Auto-Scheduling and Zones Window for details.
Step 3. Make sure each auto-scheduled Repair Center (Organization > Repair Center > Records / Identity Tab) has a selection in the WO Type field. Work Orders cannot be saved without a WO Type. See Repair Center and Auto-Schedule for more information.
Step 4. Go to Organization > Repair Center > Records / Email Settings Tab to create custom email notices sent when a Work Order is scheduled for a Technician or Trade. See Repair Email Settings for details.
Step 5. Go to Admin > Auto-Schedule Rules and create the rules that determine when a Work Order is automatically scheduled. See Auto-Schedule Rule Window for details.