Schedule Action on Work Groups

This article explains how to use the Schedule action available on Work Groups.

Nov 19, 2024
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If a user would like to batch Schedule Work Orders that are within a Work Group, they can use the Work Group "Schedule" action

The following fields can be adjusted without having access to edit the Work Order:

Scheduled Start Date
Scheduled Finish Date
Scheduled Downtime
Priority
Assigned To
Assigned By
Actual Start Date
Actual Finish Date
Actual Downtime

The above fields can be adjusted from the Action menu item, Schedule.

To adjust these fields without editing each Work Order individually, use the following steps:

Select Work (from the side menu bar).
Select Work Group.
Select the Work Group you want to add scheduling data to.
Select Action (from the bottom menu bar).
Select Schedule.
Enter in desired fields.
Select OK.

Any changes made within the Schedule action will affect each Work Order in the Work Group.

Please note that access to the Schedule action is controlled via Role setup. If you are unable to use this action you'll need to have your local administrator adjust your Role.

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Schedule-Action-on-Work-Groups

Schedule Action on Work Groups

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