Excluding Dates

To prevent your PMs from generating Work Orders during a certain date range, complete the following steps:

1. Click  on the module toolbar to enter Add Mode.
2. The system will automatically enter the next sequential number in the Exclusion Rec # field.
3. Enter the dates the exclusion will begin and end. For example, below we've excluded November 26 and 27, 2009 for the Thanksgiving holiday.

   Note: Once you select a date in either date field, the Day of Week field will be disabled.

4. Enter a Reason if necessary.

   Note: The Modified By and Modified Date fields are auto-populated.

5. Click to save the record. Your screen will resemble the following:

   

6. Click to close the window.