Schedule user for an existing workorder item via the Schedule Screen

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1.View the Schedule screen
2.Select a Schedulable User Group that is made up of more than one schedulable user (technicians) such as [Eva & John]

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3.In the Date Navigator, select the date of the previous tutorial - where we created a new workorder item for a schedulable user.

Note that a date is bold if there are existing scheduled items within it for the selected users.

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4.Using your mouse, click once on the existing scheduled workorder item.

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This makes this workorder item the “active” workorder item.
This workorder item will remain the “active” even if you click elsewhere, as long as you do not select another workorder item or Schedule Marker.
5.Select a time range for the other user by using your mouse to click at the start time and drag to the end time (you can always edit the start and stop time later if needed)

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6. Using your mouse, select the Add Selection To Active Workorder Item toolbar item

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7.Note that time selection now displays the same workorder item information but for the schedulable user John

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8.Double-click on the workorder item to open it
9. This opens the workorder item Scheduled Users sub-screen where you can see that both schedulable users are selected for this same workorder item.

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