General Information 
Work Order Summary Schedule Work
This task is used to schedule the selected Work Order or Inspection that hasn't been scheduled yet. If the task is started from the Schedule To-Do List Activity on the Maintenance Detail > General Information tab, the Planned Start Date and the Staff or Vendor selected to do the work will have been defined before the task has been started.
The Schedule To-Do List Activity on the Maintenance Detail > General Information tab allows you to schedule work either by Work or by Staff/Vendor. If you are scheduling By Staff/Vendor, Steps 1 - 6 occur as outlined below. If you are scheduling By Work, Steps 4 - 6 will precede Steps 1 - 3.
None
Work Detail General Information Work Order Summary Schedule Work
or
Work Detail General Information Inspection Summary Schedule Work
or
Maintenance Detail 
General Information Schedule Work
Set the Planned Start Date, which is the date you want the work to begin
When this task is initiated from the Schedule To-Do List Activity on the Maintenance Detail > General Information tab, the Planned Start Date is selected before starting this task.
Select the Appointment Block that the Work is to be scheduled in.
Appointment Blocks are maintained on the System Administration > Maintenance Setup - Appointment Block table.
The number of available Appointment Blocks is set on the System Administration > Maintain Lookup Tables - Business Constants table.
Set the Due Date, which is the date you want the work to be finished by.
The Due Date can be set to calculate automatically based on settings in the System Administration > Maintenance Setup - Maint Source Defaults table. From this table, by the source of the Work Order or Inspection, you can default the number of hours after the planned start date you want the work to be done by. You set a different number of hours, if the Work Order or Inspection is set as being an emergency.
Select to either schedule the Work with a Staff Member (System Administration > Employees) or a Vendor (Vendor Detail > Vendor Locations)
Use the Quick Find drop down list to search for a Staff Member or Vendor by typing in their name. As you start typing the name, you will be brought to the closest match of what you are looking for.
When this task is initiated from the Schedule To-Do List Activity on the Maintenance Detail > General Information tab, the staff or vendor is selected before starting the task.
If Scheduling with a Staff Member:
The list of Staff Members is initially filtered down to only those staff who have the skill necessary to perform the work (Match on Skill). Deselect this parameter to see all available staff.
The list of employees includes those that have the Maintenance Crew Employee Flag selected at the System Administration > Employees. A Staff Members skills are set here.
The list of Staff is also limited to those Employees who have access to the community the work is to be performed at. This Access is set at System Administration > Employees.
Select one or more staff members to schedule the Work with.
As you select each staff member, you will see that person's current work load for the Planned Start Date of the Work so that you can make a judgment on whether or not they can take on this work.
Each Appointment Block on an employee’s schedule will show the percentage of time in that Appointment Block is allocated. If the percentage is more than 100 % (employee is over-scheduled), the block will show as red.
As you hover over each Appointment Block, you will see a Info Bubble with details behind the work to be done in that block.
When work is scheduled, you will see the Work Order and/or Inspection Numbers.
A Staff Member's Regular Work Hours are defined at Employee Calendar > Regular Work Hours. For Appointment Blocks that an employee does not work in, the block will show as 100% scheduled, and the Info Bubble shows as it being "Non-Work" time.
If the staff member is out for Vacation or an Other Reason, the Info Bubble will include those details.. An employee's time off is scheduled at Employee Calendar > Scheduled Time Off 
.
Click on the forward and back hours or select a different date to see the work load for other days.
If Scheduling with a Vendor:
The list of vendors is initially filtered down to only those vendors who have the skill necessary to perform the work (Match on Skill). Deselect this parameter to see all available vendors.
A Vendors skills are set at Vendor Detail > Vendor Locations.
Select a Vendor to perform the work.
When scheduling a Vendor, the next step of the task will be to select a staff member to be present with the vendor, if necessary.
Click Next to move onto the next step of the task.
If you scheduled the Work, then the next step will be to Dispatch the work.
Select Yes or No to the question: Would you like to dispatch now?
If Yes is selected:
Select which Printer you want to send the Work Order or Inspection as well as any other documents to go along with the Work Order or Inspection.
Your list of printers will include all the printers available from your computer, as well as, an Adobe PDF option and FAX (if available).
Set the Location/Ship to Address to be included on the Printed Work Order. When dispatching an Inspection, setting the Location/Ship to Address is not necessary/available.
You can prefill the address from the Community Address (Community Detail > General tab) or the Unit Address (Unit Detail > General tab), if the Work Order is for a Unit).
You can set the default of whether to normally use the Community or Unit address as your Location/Ship To Address on the Community Detail > General tab.
Update any of the address details as necessary.
If No is selected, just click Next.
Click Next to move onto the next step of the task.
If the Work Order has been scheduled with a vendor, the next step is to select a staff member to be present when the vendor is on site. If not, skip to next step.
Select Yes if you do want a staff member present.
Select the staff member to be present.
As you select each staff member, you will see that person's current work load for the Planned Start Date of the Work Order so that you can make a judgment on whether or not they can take on this work.
Click Next to move onto the next step of the task.
If the Work Order or Inspection has been scheduled with a vendor, the next step is to select a staff member to be present when the vendor is on site. If not, skip to next step.
Select Yes if you do want a staff member present.
Select the staff member to be present.
As you select each staff member, you will see that person's current work load for the Planned Start Date of the Work so that you can make a judgment on whether or not they can take on this work.
Click Next to print out the Work Order or Inspection, as well as any documents included in the “Work Order: Schedule Work Orders” or "Inspection: Schedule Inspections" document group at System Administration > Maintain Documents - Maintain Document Groups.
Click Finished to schedule the Work.
Maintenance Detail > General Information