Schedule Service Order

This chapter describes how you can assign service orders and the associated worksheets to resources using the planning board.

To better distinguish between worksheets, you can assign a color to service order types and repair statuses. For more information on this setup, see the chapters Add colors to service order types and Add colors for repair status.

To plan service orders and schedule resources with worksheets, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Service Scheduler.
2. The Service Scheduler page is displayed.

   

   Figure: Planning Board with unassigned Worksheets

3. Left-click on a worksheet, hold down the mouse button and drag the worksheet to the corresponding resource line in the planning board.

You have assigned a worksheet to a resource.
After assigning a worksheet to a resource, you can use the following functions for planning:

• Edit Times for Service Worksheet
• Assign Worksheet to another Resource
• Assign Worksheet to multiple Ressources
• Remove Worksheet from Planning Board

Edit Times for Service Worksheet

This section describes how you can change the period for the worksheet.

To change the period for a worksheet, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Service Scheduler.
2. The Service Scheduler page is displayed.
3. In the planning board, move the mouse cursor to the left or right edge of the worksheet.
4. The mouse cursor for horizontal resizing () is displayed.
5. Click with the left mouse button and keep it pressed. Move the mouse cursor to the corresponding new time in the planning board and release the left mouse button.

You have changed the period for the work slip.

Assign Worksheet to another Resource

This section describes how you can assign a worksheet to another resource.

To assign a worksheet to another resource, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Service Scheduler.
2. The Service Scheduler page is displayed.
3. Move the mouse cursor over the worksheet in the planning board that you want to assign to another resource.
4. Click on the worksheet with the left mouse button and keep the mouse button pressed.
5. Drag the worksheet to another resource line.

You have assigned the worksheet to another resource.

Assign Worksheet to multiple Ressources

This section describes how you can assign a worksheet to several resources at the same time.

To assign a worksheet to several resources, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Service Scheduler.
2. The Service Scheduler page is displayed.
3. In the planning board, right-click on the worksheet that you want to assign to several resources.
4. A context menu is displayed.

   

   Figure: Contextmenu for planned Service Order

5. To assign the worksheet to several resources, you must copy the worksheet and assign it to the corresponding resources. Select the Copy option from the context menu.
6. Right-click on an unplanned period of another resource in the planning board to open the context menu.

   

   Figure: Paste copied worksheet

7. Select the Paste option from the context menu.
8. The worksheet copied in the clipboard is pasted into the planning board.

In this way, you assign the same worksheet to two resources.

Remove Worksheet from Planning Board

This section describes how to remove a worksheet from the planning board.

To remove a worksheet from the planning board, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Service Scheduler.
2. The Service Scheduler page is displayed.
3. In the planning board, right-click on the worksheet that you want to remove.
4. A context menu is displayed.

   

   Figure: Context menu for planned Service Order

5. To remove the selected worksheet from the planning board, select the Unassign option from the context menu.

The worksheet is removed from the planning board and moved back to the unplanned service orders on the left-hand side of the screen.