The Calendar allows planners and schedulers to review current workloads (by day, week, or month), update the Scheduled Start and Scheduled Finish Date fields on Work Orders, and assign work (via updating the Assigned to field) as necessary. 

The Calendar page is divided into two sections, on the left, there is the list of non-Completed Work Orders , and on the right is the Calendar. Both sides can optionally be filtered.

To Access the Calendar, use the following steps:

1. Select Work.
2. Select Calendar.

To update the Assigned To field and/or the Scheduled Start/Finish Dates on a Work Order you must select the WO record from the left-hand side, and then drag and drop it into the Calendar on the right hand side.

The Calendar will display each Work Order separately however to appropriately break down which Work Order is scheduled for which time period.

After the second record is selected a pop-up window will appear, allowing you to set the start date and number of hours. 

1. Drag and drop a WO from the left-hand side, onto the desired spot on the calendar.
2. In the pop-up window select a user for the Assigned To.
   1. Optionally update the Scheduled Start, Scheduled Finish, and Assigned By fields.

Different Views in the Calendar

The work Calendar can be viewed in a Daily format, a Weekly format, and a Monthly Format. You can easily change the view by pressing the corresponding button directly above the Calendar view.

As a note, if you are using the Weekly view format and you have Work Orders that span multiple days, they will appear at the top of the page in a non-time-specific section.

Calendar Pop-Up

 

This pop-up will allow you to save the Assigned To field to a work order, as well as set the values for specific fields.

Start Date: Sets the Scheduled Start Date

Finish Date: Sets the Scheduled Finish Date

 

Multi-Window Editing

Clicking on the arrow icon next to the Work Order ID will open the Work Order record in another Window. This Work Order can then be referenced as it is edited from the Scheduler.

 

Settings

My Profile Settings

This section of My Profile allows you to apply default filters to specific sections of the Calendar. When the Calendar is opened these filters will already be applied and will filter out the visible records. These filters operate the same way as the search filters created in other sections of MVP.

To Update the My Profile Settings, use the following steps;

1. Press your user icon in the top right-hand corner of MVP
2. My Profile

Calendar-Calendar: This setting allows you to apply a filter to the large calendar section of the Calendar. The available filters must first be created in the Calendar section. 

Calendar-Work Order: This setting allows you to apply a filter to the Work Order section of the Calendar.