Scheduled Users

•	Identifies one or multiple users scheduled to perform the service in this workorder item

•	Provides ability to copy this information to a Labor item as time saving feature

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, then 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.

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

These columns are 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 the time range set in Global Settings for Scheduled / Labor Default Minutes after the Start Time; and the Estimated Quantity will automatically be derived from the start and stop time.

If an exclamation mark appears on the left of a row that indicates that there is a potential issue with the entered information such as the Stop Date being before the Start Date. Read what it says and fix.

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.

•	The Estimated Quantity is only auto-calculated when the Start or Stop Date/Time is edited via the workorder entry screen itself.

•	If instead you edit the Start and/or Stop Date/Time of a Scheduled User record via the Schedule screen do note that the Estimated Quantity is not able to auto-calculate to the new time range as the workorder itself is not actually open.

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For example, if you edit an existing Scheduled User record via the Schedule screen changing its Stop Date/Time, the workorder will reflect this new Stop Date/Time but it does not re-auto-calculate the Estimated Quantity. Only if you edit the Stop Date/Time in the workorder entry screen itself, will the Estimated Quantity field re-auto-calculate.

The Estimated Quantity 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.

The Estimated Quantity field is also useful if you use the Convert Scheduled User to Labor menu option, as that menu option will pre-enter in the estimated hours into the actual hours, saving double-entry.

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 then 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.

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.