Creating schedules

Creating a work schedule in the Scheduler application helps you to optimize the resources that are used for work. The work schedule is prioritized and logically structured. Schedules can be updated or deleted only by the user who created them.

Procedure

  1. In the Scheduler application, click the Scheduler tab.
  2. On the toolbar, click New ScheduleInsert icon.
  3. In the Schedule field, specify a name for the schedule, and then use the Description field to briefly describe the schedule.
  4. In the Calendar field, specify the shift calendar, such as Day, Evening, or Night, for when the work is to be performed.
  5. In the Shift field, specify the work shift when the work is to be scheduled. If you do not enter calendar or shift information, the schedule assumes that resources are available 24 hours a day, 7 days a week.
  6. In the Work Queries section, find the work records or preventive maintenance forecasts that you want to schedule. You can choose from existing queries in work management or preventive maintenance applications, or create a new one. Choose from the following options:
    Option Description
    Retrieve a saved work query Click Copy Query to produce a list of work queries to choose from. Select the query that you want to use.
    Create a work query Click New Row. In the details section that appears, complete the required fields to specify the details for the work query.
  7. In the Additional Resources section, find the resources that you want to schedule. You can choose from existing queries in work management or preventive maintenance applications, or create a new one. Choose from the following options:
    Option Description
    Retrieve a saved resource query Click Copy Query to produce a list of resource queries to choose from.
    Create a resource query Click New Row. In the details section that appears, complete the required fields to specify the details for the resource query.
  8. Click Save ScheduleSave icon.


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