Allows you to search for work order segment blocks by work order number.

When using this field, the system will highlight any orders that meet the selected criteria in blue.

Allows you to filter the work order segment blocks displayed in the calendar by technician id, unless you are already filtering by a specific Shift. If a Shift has been selected and the screen is currently displaying the technicians associated to that shift, any technicians entered into this field will be removed from the calendar.

Note:  To display multiple technicians in the calendar, leave this field blank or separate the desired technician IDs with a space (do not use commas).

Allows you to filter the work orders/segments displayed in the calendar based on the shift associated to assigned technician, as specified in the Inside/Outside/Shift field of the Service Information tab.

Note:  If you select a specific shift in this field, any technicians you enter into the Select Technician field will be removed from the calendar.

Depending on the selected filter, this panel will display either Unassigned work order segments (work order segments that have been assigned to a non-real technician) or Scheduled work order segments (work order segments that have been assigned to an active technician, but are not scheduled for the week currently displayed on the calendar).

Note:  If you are viewing the Branch technician calendar, only work order blocks associated to your current location will be listed in the side bar.
If you are viewing the Road technician calendar, work order blocks from every location at your dealership will be listed in the side bar.

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.

Lists all of your dealership's technicians.

Note:  If you are viewing the Branch technician calendar, only technicians assigned to your current location will be listed.
If you are viewing the Road technician calendar, only technicians for whom the Road Technician switch has been activated will be listed (as specified on the Service Information tab of their employee profile.)

In order for an employee to be listed as a technician, the following conditions must be met:

• Technician Rate information as well as Shift Hours for at least one day have 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 Omit From Scheduling switch for the selected Class is deactivated on the Classes screen)
• The Category assigned to the technician's Employee Profile is not N/A (any employee assigned a Category of N/A will not appear on the Technician Service Scheduling screen).
• The employee has not been terminated (the Termination Date field on the Employee Profile tab is blank)

In addition to the technician name, the total work hours assigned to all technicians is displayed at the top of the column, as well as the Weekly scheduled work hours, Totalscheduled work hours, and Over Due work hours for the selected technician (if applicable).

Note:  The values in the Weekly, Total and Over Due fields are driven by the work orders scheduled for the technician, compared to the Shift Hours configured for the technician on the Service Information tab. For example, if the selected technician has been assigned to work on 3 work orders this week totaling 20 scheduled hours and the same technician has shift hours for 6 days of the week totaling 48 hours, the Weekly value will be displayed as "20/48".

Note:  If Over Due hours are listed for a technician, the work order number that has yet to be completed will be displayed.

Note:  If the technician name appears highlighted in green, it is because they are currently logged on to a work order/segment.

Signifies one of the following errors:

• The segment will not be completed by the Estimated Completion Date (based on the selected technicians available hours and number of estimated hours currently remaining on the segment)
• No Estimated Hours have been configured for the segment
• The number of hours worked on the segment have surpassed the number of Estimated Hours configured for the segment
• The service for the segment will begin before the Scheduled Start Date

Click this icon to view all the segments on the selected work order number.

Note:  This icon will only appear if the segments associated to the selected work order have been assigned to multiple technicians (real and non-real).

Click this icon to open the Customer - Work Order Header tab, allowing you to make changes to the order.

Note:  If the Edit Work Order switch is deactivated on the Authorization List For Product Support - Service Scheduling screen, clicking this link will open the Work Order Details screen instead.

Click the Edit Technician icon next to the desired technician.
The Employee Information window will appear.

Note:  The Edit Technicianicon will only appear if the Edit Technician Info switch is activated in security system 819.

Note:  Changing any of the aforementioned settings using the Edit Technicianicon can result in a number changes for the work orders assigned to the selected technician. For details, please see the Drag and Drop Service Scheduling Overview.

Click the Technician name or the Need to record time off? Click here link.
The Time Off Hours screen will appear.

Note:  If the Post Hours To Work Order switch is active for the time off code you use to schedule the time off hours with, the system will force you to post the hours to a work order. This is useful when your dealership employs work orders to track paid vacation, training, sick time or other paid time off.
For details, please the Time Off (Add & Edit) screen help topic.