Work Scheduler
The Work Scheduler displays Work Orders in a calendar format, which enables an agency to view and manage its workload.
Scheduler overview
Prerequisites
To use the Work Scheduler, a user must already have a Work Order filter saved under "My Filters." Although the Work Scheduler cannot access another user's saved filter, you can open the Work Orders module and use the tool to copy someone else's filter to "My Filters".
- Open to the Work Orders module.
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Select the . A pop-up similar to the following opens with a list of existing Filters:
- Open the .
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Select Add New or Build a Filter. The New Module Filter window appears:
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Select the folder to begin building a filter. The following pop-up appears:
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Select Advanced at the bottom of the screen to create an advanced filter.
For more information about creating a filter, see Adding a Filter.
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- Click in the orange field to select from available DisplayName and FieldName combinations.
- Select the folder on the following line to add additional filter criteria as desired. Repeat as necessary.
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To save the filter, click Save As. The following pop-up appears:
- Enter a name for the filter. Select Save.
- To run the filter, select it in the Filters grid and Select Run.
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Open the Work > Work Orders module.
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Select the .
This is the copy process that users without the Lucity App Admin permission should follow:
- Open the .
- Select a filter from the list.
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Select Copy. The following pop-up appears:
- Select Yes. The original filter is copied to the user's filters list.
For more information, refer to Work Scheduler Setup.
Views
The Work Scheduler can display data in two formats: