Concepts

Tasks

Settings

Adding a Task to a Schedule When You Know the Work Order Number

If you already know the work order number for the task that you want to add to the schedule, there is an easy way to make a schedule entry for the task.

To Add a Task When You Know the Work Order Number

1.	Open the schedule.

2.	On the Worksheet view, select the Entries tab.

3.	Click New. The Schedule Work Order Task dialog appears.

4.	Browse or enter the Work order number, and then select the appropriate task from the Task list.

5.	Enter the Start date and time.

6.	Complete the following information:

Setting Name

Description

Scheduling Priority Rule

You can preview the schedule entries before the system puts them on the schedule. If you select this option, you will be able to edit the entries for this work order after you click Continue.

Scheduling Priority Rule

You can use the scheduling priority settings from the selected schedule, or you can choose to assign a scheduling priority to the tasks. If you select the second option, select an appropriate priority from the list.

Maintenance Group Rule

You can use the maintenance group settings from the selected schedule, or you can choose to assign maintenance groups to the tasks. If you select the second option, select an appropriate maintenance group from the list.

Shift Rule

If the selected schedule has more than one shift, you can choose to schedule the tasks across all of the schedules' shifts, or select one shift to schedule the tasks for. If you select the second option, select a shift from the list.

Employee Assignment Rule

You can choose to assign employees to the tasks. If you have already assigned employees on the work order, select Use the employee assigned on the task requirements. You can pick one employee to assign all the tasks to. If you select the second option, select an employee from the list. If you want, you can leave the employee assignments blank. You can add or change the assignments when you review the schedule.

7.	Click Continue. If the Scheduling priority rule is selected, the Schedule Entries dialog appears, allowing you to view and add schedule entries, and view requirements and assignments for the selected schedule entry. For example:

8.	Click OK. The entries and any requirements are added to the schedule.