Concepts

Tasks

Settings

Creating a Schedule from Scratch

When you need to schedule work order tasks for a period of time, you will need to create a new schedule or a new set of schedules.

When you create a schedule from scratch, you must provide all of the schedule properties. To create a schedule from a template, see Creating Schedules from a Template.

Note: The My Desk view only displays the tabs described below, if you are set up as a scheduler on the Properties view, Roles tab, Scheduling tab of the employee record.

To Create a Schedule from Scratch

1.	From the Site window, select the Work Management view and then the Schedules tab.

2.	Select the Schedules tab. By default, this tab shows a list of all of your open schedules.

3.	Double-click to open the schedule in the list. The Maintenance Schedule window appears, open to the Worksheet view.

4.	Select the Properties view, Hierarchy tab.

5.	Right-click the schedule that you want to be the parent for the new schedule. Select New child. The New Schedule dialog appears.

6.	To create a schedule from scratch, select No I do not want to use a template for the new schedule, and then click OK. The New Schedule Properties dialog appears.

7.	Complete the schedule properties. For more information, see Setting Schedule Properties.

8.	When you are finished entering the schedule properties, click OK. APM opens the new schedule. You can now:

•	Calculate employee availability data for the schedule (see To Calculate Availability).

•	Add work order tasks (entries) to the schedule (see Adding Tasks to an Availability Schedule).

•	Perform other tasks on the schedule worksheet (see Using the Schedule Worksheet).

9.	When you are finished, save and close the Maintenance Schedule window.