Users can schedule Service Orders from the Service Order Scheduling form by dragging and dropping a Job onto the calendar.
When jobs are created, certain skills and characteristics could have been added that are required to perform the job. When scheduling a job, you satisfy the required skills and characteristics with the appropriate professionals and equipment. The readiness of the job is denoted with icons.
| (blank) | Not scheduled. |
| Scheduled but missing professionals or equipment. | |
| Scheduled and ready. |
A job status is dependent upon the milestones created within Insight's workflow. A job has to be advanced to the scheduled milestone's status in order for it to become available for a professional to view it.
Using the scheduling interface
The scheduling interface can be accessed from the Service Order Scheduling module.
To Schedule a Service Order:
- Select a Service Order from the grid.
- Select a Job from the Jobs region.
- Select the Professionals assigned to the job.
- Select the Equipment assigned to the job.
- Drag and drop the Job onto the calendar.
- When done, Click Save.
Filter categories
| Filter Selected | The calendar will filter by selected jobs only. |
| Auto Resource Filter | Automatically filters professionals and equipment to match the selected job. |
| Work Hours Only | The calendar will filter by work hours only. |
| Hide Unassigned | The calendar will hide all unassigned jobs. |
| Timescale | The calendar will filter by minutes instead of hours. |
| Grouping | The Calendar will group orders by resource and date. |
| Filter | Populates a table of selectable resources. |
| Today | Displays only the current date. |