Scheduling Work Orders - Resource Calendar Tab in Formal Planning

Formal planning can be very helpful in streamlining the work order workflow. This article describes how to:

• filter work orders by Assigned User
• drop and drag work orders for scheduling
• update the work order's scheduled date and hours

For more help with formal planning in general, see Formal Maintenance Work Order Planning and Scheduling.

NOTE: You cannot change the personnel that the work order is assigned to within the Resource Tab. To change the assigned personnel, you must schedule work orders in the planning tab.

Filtering Work Orders by Assigned or Dragging and Dropping to Schedule Work Orders

1. To access the planning module, from the left sidebar, select Maintenance, then Work Orders, then Planning.
2. Select the ID of the plan you'd like to modify. If you cannot find your plan, use the filters to broaden or refine your search.
3. The plan should open under the planning tab. From the top menu, select Resource Calendar instead.
   
4. To Filter by Assigned, use the assigned dropdown menu to select the checkboxes of the personnel you'd like to filter by.
5. To schedule a work order on a different date, select the work order and then drag and drop it to the desired date.

Updating the Scheduled Date or Hours or Removing the Schedule

NOTE: If you remove (delete) a schedule you will need to go back to the Planning Tab to Add a New Schedule for the Work Order.

1. At the top menu, select Resource Calendar.
   
2. To edit the scheduled date or hours, select on the desired work order and change the date or hours as desired. Note that the date must remain within the start and end dates of the work order plan.
3. To delete the schedule, select on the desired work order and then select the trash can icon. Select yes to confirm.