The window has two display types: Grid View (the default) and Calendar View. The two options use the same query criteria. Select the Switch to Calendar View button to view currently assigned work on a calendar by Day, Week, Month, or Today. The default Month option displays a Gantt view.

Fields in the Quick Filter Section at the top of the window are used to design a search by one or a combination of Technician, Trade, Repair Center, and other criteria. Note that the Start Date and End Date fields are enabled only in the Grid View.

Select the Open Scheduler link on the Action Menu to open the Schedule Entry flyout. This displays available Work Orders and Technician/Crews.

If your organization has the optional GIS module, you have the opportunity to schedule work based on location to reduce travel time.

In Calendar View, the Export Selected and Export All buttons are used when you want to export some or all of the calendar entries to your Outlook Calendar or post them to a public or shared page.

The window also displays indirect labor times for meetings, training, etc.

The Shift filter does not check the Shift associated with the Technician. It looks for the Shift that is saved with the Work Order Schedule. While the Work Order / Schedule Tab requires a Shift, Work Orders created from other places like mobile devices, Auto Attendant, Auto Schedule, and Auto Assign do not. Therefore, when Scheduler is filtered by Shift, not all Work Orders will be included in the results, only those where the Work Order Schedule includes a Shift.

The default Grid View displays a list of scheduled work for the selected Start Date and End Date range. In this view, the two date fields are enabled.

As with other windows, you can use fields in the Quick Filter section to reduce the size of the list. Lines appear in order by date, but you can choose the heading of any column to sort.

Scheduler Action Menu explains the operation of the links on the Scheduler window Action Menu.

Regardless of whether you select Day, Week, or Month, the existing assignments display on the days assigned.

Move the cursor over a color block to see a popup with details about individual assignments including Work Order number, Task, and Technician.

You can click-and-drag an assignment to a different time or date when needed. If you move work, be sure to select Save on the toolbar.

The Start Date and End Date fields in the Quick Filter Section are read-only in Calendar View. In this view, date selection and display of date ranges is controlled using buttons immediately above the calendar. These buttons allow you to view by Day, Week, Month, or Timeline. In addition, you can click the arrow buttons next to the Today button at the left end of the button section to move forward or backward in either the Calendar or Timeline view. The arrows also correspond to the selection of Day, Week, or Month, i.e., if Month is selected, one click of the arrow takes you to the next or previous month. The same applies to day or week selections.

When you switch from Grid View to Calendar View, the Start Date and End Date fields reflect the Calendar View rules, i.e., the full month designated by the Start Date. If you return to Grid View, the Start Date and End Date fields retain these dates from the Calendar View.

Choose the Open Scheduler link on the Action Menu to open the Schedule Entry flyout window. A list of unassigned Work Orders displays in the upper grid, and a list of Technicians displays at the lower left. If you use the GIS module, a map shows the location of selected Work Orders.

1. Enter the Date, Shift, and Trade in fields at the top of the window. These are required.
2. Mark a Work Order check box in the upper pane.
3. Mark a Technician check box in the lower left pane.
4. Choose the Save button at the bottom of the flyout.
5. Select Save on the WebTMA toolbar.

WebTMA reviews whether the Technician is available for the scheduled date (either direct or indirect assignment). A message alerts you if the shift time is exceeded; however, it does not prevent you from scheduling the Technician to the selected date / time.

When the Schedule Entry flyout window closes, your assignment displays on the Scheduler window.

Scheduler Action Menu

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.
• 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.
• 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.
• Select 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.

 How to Show Backlog and Reschedule