Print out a graphical day view of the Schedule

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You can print standard workorder reports from the graphical Schedule screen, as well as a graphical view of of the Schedule screen.

ScheduleMenuPrint

 

Some people prefer a graphical printout rather than a printed list so that they can see at a glance when their time is booked throughout the day.

 

In this tutorial example, we will go over the basic steps of printing out a graphical day view of the schedule for a single schedulable user.

 

Do note that this is a very basic overview only, and does not cover every field and its use, nor time saving and useful feature of the workorder entry screen or the Schedule screen.

 

It is highly recommended that you review this Help file's entire section on the Schedule Screen and Printing for complete overview , suggestions on use, tips on use and more.

 

NOTE: screenshots in any of these How do I...?'s tutorials may not be exactly as in your database as dependant on your data, grid layout, etc

 

 

 

1. Identify a date on the Schedule screen that has a number of scheduled items for a specific schedulable user.

 

2.Select the SchedulePrintGraphical Print graphical menu option in the Schedule screen.

 

3. The Page Setup screen displays

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4.The Style Type: is already set to Daily Style so we can leave it at that

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5.Under Options, we want to pick the specific day we want to print about - so we drop down the Start Date: and select the date - in this screenshot the date we want is February 3 (the date you select of course would be dependant on the date in your database where workorders are scheduled for)

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6.As we want to print out one day, we select the same date in the End Date:

 

 

7.The Page Setup defaults the Print From: as 7:00AM and the Print to: as 6:00PM. You can edit this if you want. In this example, we will leave as is.

 

8.Select Print Preview so that you can preview what will print out

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9.The Print Preview shows what will print - note it shows all schedulable users regardless if showing on your Schedule screen or not

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10.Exit out of the Print Preview

 

11. Let's say we want to print out a graphical view for only a specific schedulable user - rather than all users so to do this we need to select the Resources tab

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12. Place a check mark in the Print using the custom collection. Note how the list of schedulable users now becomes active for selection.

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13. Select a specific schedulable user - in our example screenshot we selected Hank Rearden

 

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14. Select Print Preview

 

15. The Print Preview showing just the one schedulable user now displays. Print if desired

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NOTE: It does not matter what you are presently viewing as this graphical Print menu option requires all settings be dictated within its Page Setup.