Work Scheduler Setup
In order to use the Work Scheduler , a user must have a saved filter in the Work Order module. (Otherwise, the Work Scheduler would attempt to display all open Work Order s.) What's more, this filter must be saved as one of the user's own filters, rather than one borrowed from another user.
Go to the Work > Work Orders module. Click the Click the Add New button. The New Module Filter window appears:
Click the + button to begin building a filter or click Advanced at the bottom of the screen to create an advanced filter. More information about creating a filter >> To save the filter, click Save As . The following pop-up appears:
Enter a name for the filter. Click Save . To run the filter, select it in the Filters grid and click Run .
Go to the Work > Work Orders module. Click the Lucity App Admin permission should follow.
Select a filter from the list. Click the Copy button. The following pop-up appears:
Click Yes . The original filter is copied to the user's filters list.
How to create a Work Order filter
button to open the filter tool.
This is the copy process that users without the Lucity App Admin permission should follow.