Schedule user for new workorder item via the Schedule Screen

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1.	View the Schedule screen, and select a time frame for the user that you wished scheduled.

•	Using your mouse, click on the starting time and drag your mouse down to highlight the total time you wish to schedule this user (do note you can always edit the time if you need to later)

•	In the example screen shot below we had clicked on the date Dec 29 to display the single day view for [All] users, and selected a start time of 9:00AM to 10:30AM for the sample schedulable user Eva

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2.	With that time selected, click on the New Service Workorder button on the toolbar. If you do not select a date, or date and time frame prior to selecting, AyaNova will assume you mean today.

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3.	The Select Client screen displays.

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You can either use your mouse to drop down the list of clients and scroll to the client name or you can begin typing in the clients name to “jump” to that client in the list.

4.	Type in the letter “m” (without the quotation marks) which will “jump” the selection to the client Merville General

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•	We won't select a service template in this tutorial.

5.	As this is the client we want, hit the ENTER key on your keyboard (or use the mouse to select the OK button)

6.	A new service workorder will appear for that selected client, with the selected time frame and date for that user in the Scheduled Users sub-screen of the workorder item.

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7.	Enter in some details of the workorder item such as selecting a Workorder Summary and Workorder Status; in the workorder item the Priority, Workorder Type and Workorder Item Summary and Service Notes; and in the Scheduled Users enter in the estimated time and suggested rate.

8.	Save workorder by selecting from the menu bar at the top

9.	Now that the workorder has been saved at least once, note the workorder number at the top of the workorder screen now

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10.	Close the workorder by selecting Save & Exit, or the X in the upper right hand corner of the workorder entry screen.

11.	This returns you to the Schedule screen where the workorder item now displays. Hover your mouse over and you can see what displays as a quick view.

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