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Schedule user for new workorder item via the Schedule Screen

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Schedule user for new workorder item via the Schedule Screen

 

You can schedule a user for a new service workorder via the Service Workorder entry screen's Scheduled Users subsection, or even easier, do so via the graphical Schedule screen selecting the time range on a specific date.

 

In this tutorial example, we will go over the basic steps of scheduling a user for a service workorder item via the Schedule screen.

 

 

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

 

 

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 (you can always edit the time if you need to later)

 

In the example screen shot below we had clicked on the date Feb 4 to display the single day view for (All) users, and selected a start time of 8:30AM to 10:00AM for the sample schedulable user Eva

ScheduleNewWO1

 

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 not know what day or time range to schedule for.

ScheduleNewWO2

 

3.The Select Client screen displays.

NewWO1

 

4.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.

 

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

ScheduleNewWO3

 

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

7.As this is the client we want, hit the ENTER key on your keyboard (or use the mouse to select the OK OK1 button)

 

8.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.

ScheduleNewWO4

 

9.Enter in details of the workorder item such as entering a Workorder Summary and selecting 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 suggested rate (it will have pre-entered the Start and Stop Date for you and the Estimated Time)

 

10.Save workorder by selecting MenuSave from the menu bar at the top

 

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

ScheduleNewWO5

 

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

 

13.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.

ScheduleNewWO6

 

See also:

How do I edit what pops up on Schedule screen for a workorder item?