Mini -Schedule Board

You can do your scheduling for the Work Order using a Mini-Schedule Board - with defaults set from this Work Order.

To get here, click the Assign with Schedule Board button on the Work Order Schedule Tab.

Here is a sample of a Work Order Mini-Schedule Board screen. Note the borders which define this as a window, rather than a work area screen, like the main Schedule Board:

These are the defaults provided by this particular Work Order:

1.	Schedule Board Date:

From detail line selected on Schedule Tab, if any

Or, Promised Date on the Work Order General Tab, if any

Or, today's date

2.	Technicians: Unassigned Technician

Here are the steps to enter Schedule Slots:

1.	Approve or select the Date in the Calendar at the right.

2.	Approve or select the Technician. (Or you can use the Unassigned Column for now.)

►	Use the Tech Selection Lookup Box

►	Or, right-click on any empty Time Cell and select Technician Layout Editor

3.	Approve or select the Time Cell(s) in the Technician Column you have chosen.

4.	Click Assign To Cells button in the middle of the Right Panel.

5.	You can right-click the new Schedule Slot to add more details on the Time Slot Details screen, such as Priority.

TIP: The Tech Selection box does not display Crews. In order to assign multiple Technicians and/or Crews, you need to access the Time Slot Details.

6.	Note that if you have selected a Crew, Schedule Slots now appear also for all members of the Crew.

7.	When finished, you must click OK at the bottom right to save and create the new Schedule Slots for this Work Order. If you click Cancel, no entries are created.

8.	Your entries will now appear on the Main Schedule Board for the chosen date, where you can maintain them.

Page url: http://www.fieldone.com/startech/help/index.html?_work_order_schedule_mini_sched.htm