button is selected.In Month view, the Work Scheduler shows shows all Work Orders that fall within the current filter during the selected month. The calendar is in Month view when the button is selected.
Tools
Year Navigation |
Enables the user to move between years. Appears in the top-right of the screen in month view. |
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Select a Filter |
Enables users to select the Work Order filters they wish to view in the Work Scheduler. |
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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. |
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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. |
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Open in View |
Opens the currently selected Work Order in a view. |
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Refresh |
Refreshes the tool. |
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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. |
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How to open a Work Order in a view
How to filter based on 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. Click the link to jump to the Week view containing that date.
Selecting Work Orders
Click on a Work Order to select it. When selected, click Open 
to open the Work Order in a view.
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