Scheduled Users

The Scheduled Users sub-screen:

Scheduled users for this workorder item are selected here.  There is no practical limit to the number of scheduled users that can be selected per workorder item.

The scheduled user is assigned to the workorder item, not to the workorder as a whole. In this way you could have different scheduled users for different workorder items within a single workorder.

If your workorder has only one workorder item, than by default the scheduled users are assigned to that workorder item. And if you have more than one workorder item, you can assign different scheduled users to the different workorder items as needed.

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Start Date & Time and Stop Date & Time

This column is where you would indicate the start and the stop date and time for the selected scheduled user.

As a time saving feature, when you enter a start date and time and tab off of it, the Stop Date & Time will automatically default to one hour after the Start Time; and the Estimated Quantity will automatically be derived from the start and stop time.

You can easily edit as needed by placing your mouse in the fields and editing.

See also:

Date and Time selection

If an exclamation mark appears on the left of a row that indicates that there is a potential issue with the entered information. Read what it says and fix.

User

This is a drop down selection of schedulable users that are active and can be selected. Selecting a user and setting the corresponding Start Date & Time and Stop Date & Time will than show the workorder item within the Schedule screen for this user, as well as on the Scheduled List grid.

If a user does not display in this drop down selection, it may be because the user is not set as a scheduled user, nor as active.

See also:

Users

Estimated Quantity

This column as a time saving feature, automatically enters the number of hours derived from the Start and Stop Date & Time. You can of course edit it as needed.

This field is also useful if no date and time are selected, but the dispatcher wants to advise the scheduled user of an approximate length so they can schedule themselves appropriately.

This is also useful if you use the Convert Scheduled User to Labor menu option, it will pre-enter in the estimated hours into the actual hours, saving double-entry.

And as per the information provided previously, if the client or unit uses Banked Service, you can easily view what is banked service amounts are still available even before scheduling users by selecting the Client button or the Unit button and opening the Bank Service within those entry screens. Automatically assigning labor hours, money or incidents to Bank Service is performed from the Labor sub-item within the workorder item.

Suggested Rate

Use the drop down arrow when you place your mouse in this column to select the suggested rate that the service is to be billed at. This is useful if the dispatcher wants to advise the scheduled user of the type of rate to use. This is also useful if you use the Convert Scheduled User to Labor, it will pre-enter in the estimated rate into the actual rate, saving double-entry.

If this client in addition to the “regular” rates for selection also may have a contract or agreement to receive specific rates for certain services, it would be suggested to set up a Contract selected in that client’s entry screen, so that those specific rates will also be available for selection in addition to “regular” rates.

Or if this client would only ever be charged a specific rate or rates, it is suggested to assign a Contract to this client, specify Limit to Contract Rates Only and set contract rates that would be only be selectable. Refer to the Contracts section for more information.

See also:

Rates

Contracts

Do be aware that the graphical Schedule screen requires at minimum the three fields to be able to correctly display for a scheduled user.

See also:

Schedule Screen

See Also:

Workorder entry screen menu items