How to Schedule Work Orders from the Calendar

The Work Order Calendar allows you to easily schedule work orders with a drag-and-drop interface. Follow these steps to get started.

Instructions

Scheduling a Single Work Order:

1. Ensure the appropriate user is selected from the Schedule Work For dropdown.
2. Click and drag a work order from the Work Order list to the desired day on the calendar.
3. Release the mouse button to schedule the work order. If the Assigned to option is selected, the Work Order's assignee will be used as the scheduled employee.

NOTE: Work orders dragged onto the calendar will automatically be scheduled for the selected personnel or team. Unassigned work orders will also be assigned to them.

Scheduling Multiple Work Orders:

1. Hold the Ctrl key and click each additional work order you want to schedule.
2. Drag the selected work orders onto the calendar.
3. Release the mouse button to schedule the work orders.

Adjusting Scheduled Work Orders:

1. Events can be moved across days without affecting the scheduled time, allowing for flexible adjustments.