Work Order Service Scheduling

Data Source: Not Applicable

Note:  Before you begin using the Work Order Service Scheduling screen, it is STRONGLY recommended that you set the Mandatory Est Compl Hrs/Dt switch in the CMBR3 table to H or Y so that the Estimated Hours field on the work order Segments tab will be mandatory. For more information, see the Drag and Drop Service Scheduling Overview topic.

To open the Work Order Service Scheduling screen, hover over the Product Support link from anywhere within IntelliDealer and select Service> Service Scheduling from the drop down list.

Note:  The Service Scheduling link will only appear if the Access switch is activated on the Authorization List For Product Support - Service Scheduling screen.

The Work Order Service Scheduling screen allows you to view and schedule any open work orders/segments (work orders/segments that have not been signed off of, closed or deleted) for which no labor has yet been posted (if the system reads that labor has been posted to an order, it will recognize that the order has already been started and therefore does not need to scheduled.)

Note:  The Work Order Service Scheduling screen will only appear when the Service Scheduling Method switch in the CMBR5 table of the green screen application has been set to W. If the switch has been set to T, the Technician Service Scheduling screen will appear instead.

Note:  The Work Order Service Scheduling screen will refresh every 5 minutes to ensure that the data displayed is accurate.

The following fields appear on the Work Order Service Scheduling screen:

Field	Description
Pending/ Expired/ Scheduled Side Bar	Depending on the selected filter, this panel will display either Pending (yellow), Expired (orange), Scheduled (yellow) or work orders for which the service cannot be completed by the Estimated Completion Date noted on the work order (red). Note:  When filtering the side bar to view only Scheduled work orders, only work orders that are currently not displayed in the calendar view will be listed. Note:  You can configure the amount of information that will be displayed for each work order listed in the side bar using the Selection Criteria screen.
Calendar View	The calendar view displays all work orders that have been scheduled for the selected date range. Note:  By default, the Service Scheduling screen will always open on the current date. Note:  You can configure the amount of information that will be displayed for each work order displayed in the calendar using the Selection Criteria screen.
Technician	Lists all of the employees who have been configured as technicians at your branch. Note that in order for an employee to be listed as a technician, the following conditions must be met: Technician Rate information has been configured for the employee on the Service Information tab. The Class assigned to the technician's Employee Profile is active for service scheduling (the Technician switch for the selected Class has been activated on the Classes screen) The employee has not been terminated (the Termination Date field on the Employee Profile tab is blank) Note:  If the Display Technician Number switch is activated on the Authorization List For Product Support- Service Scheduling screen, the technician employee number will be displayed in this list.

The Work Order Service Scheduling screen allows you to perform the following actions:

Action	Steps
To assign a technician to a work order (or work order segment)	Drag and drop a Technician name on to the desired work order.
To schedule a work order (or work order segment)	Drag and drop the desired work order anywhere on the calendar. -OR- Drag and drop the desired Month onto the work order/segment. The Scheduled Start Date field on the work order Segments tab will be updated with the selected date. Note:  If you scheduled the work order/segment by dragging a Month onto the corresponding block, the Scheduled Start Date will be set to the first of that month.
To reschedule a work order (or work order segment)	Drag and drop the desired work order anywhere on the calendar or back into the Pending side bar to change or remove the Scheduled Start Date on the work order.
To view the work order details	Click the Details icon on any of the work orders on the screen. The Customer - Work Order Header tab will appear.
To view pending work orders	Click the Pending tab in the side bar. The side bar will refresh to display only pending work orders.
To view expired work orders	Click the Expired tab in the side bar. The side bar will refresh displaying only work orders for which the scheduled start date has passed without the service being performed.
To view scheduled work orders	Click the Scheduled link. The side bar will refresh displaying only scheduled work orders that are not currently displayed on the calendar.
To filter the work orders or work order details displayed on the Service Scheduling screen	Click the Filter icon. The Selection Criteria screen will appear.
To create a new work order	Click the Need to create a work order? Click here to add link. The Customer - Work Order Header tab will appear.