Month View

In Month view, the Work Scheduler shows all Work Orders that fall within the current filter during the selected month. The calendar is in Month view when the calendar month view icon button is selected.

Tools

Year Navigation

Enables the user to move between years. Appears in the top-right of the screen in month view.

Select a Filter

Enables users to select the Work Order filters they wish to view in the Work Scheduler.

Assigned Crews

 

 Filters the visible Work Orders based on the assigned Crew. The drop-down list shows the Crews associated with the Work Orders scheduled for the current calendar period.

Lead Workers

 

 Filters the visible Work Orders based on the assigned Lead Worker. The drop-down shows the Lead Workers associated with the Work Orders scheduled for the current calendar period.

Open in View

Opens the currently selected Work Order in a view.

Refresh

Refreshes the tool.

Week/Month View toggle

Switches between showing the Week or Month view of Work data.

Month Navigation

Indicates which month is displayed and enables users to navigate to past or future months.
  • Open the Work Scheduler.
  • Select a Work Order in the calendar view.
  • Select green window box with arrow to open in view icon at the top to open the Work Order in another view.
  • Open green grid box work scheduler icon.
  • Select the filterset of Work Orders you want to display.

  • Select either Assigned Crews or Lead Workers. A drop-down will appear with a list of all the Crews or Lead Workers for the Work Orders visible in the current calendar view.

  • Uncheck any Crews or Lead Workers that you do not want to display. The calendar displays only those Work Orders assigned to the selected Crews or Lead Workers.

Calendar

The calendar displays a list of Work Orders that fall within the selected month. By default, each record is identified by Task.

At the top of each day is a link (# more) to view additional Work Orders that span that date. Select the link to jump to the Week view containing that date.

Selecting Work Orders

Select a Work Order. When selected, select green window box with arrow to open in view icon to open the Work Order in a view.