Add Work Order details for planning and scheduling

Purpose

The Scheduler/Planner should add planning and scheduling information in the respective tabs on the Work Order edit window.

The Scheduler/Planner specifies:

• The type of work that is required.
• Dates on which work is planned to start and finish.
• The event that determines when the work is executed.
• Where the costs for the work will be posted.
• Who will do the work.

How to… Add Planning and Scheduling information to a Work Order

1.   Open the Work Order edit window for the required Work Order.

2.   Enter the required data in each of the applicable tabs.
Planning
Modification
Work Order Classifications
Task Classifications
Notes, if required.

3.   Save the record.

4.   Link Tasks to the Work Order.

5.   Link Special Resources details to the Work Order Tasks.

6.   Link Spares details to the Work Order Tasks.

7.   Link Labour Required details to the Work Order Tasks.

8.   View Meters for all Tasks on a Work Order.

Data fields

Refer to Work Order - Planning tab.

Please note!

• The Scheduler/Planner must have the appropriate access Rights to add planning information to a Work Order.

What can I do?

These Work Order tools are available in the toolbar on the Work Orders edit window.

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