Difference between revisions of "Unallocated workshop jobs"
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== Summary == | == Summary == | ||
| − | Unallocated jobs are jobs which are not allocated to either a date or a specific technician. | + | This article explains how to deal with unallocated jobs. Unallocated jobs are jobs which are not allocated to either a date or a specific technician. |
== More Information == | == More Information == | ||
| − | Not all businesses require to be able to keep jobs unallocated | + | Not all businesses require to be able to keep jobs unallocated. Unallocated jobs by their very nature are not listed in the workshop diary so are inherently easy to overlook. They do however offer significant advantage to some organisations. |
They are useful for instance where a large number of manufacturer equipment upgrades or recalls need to be arranged but cannot immediately be allocated to a date or technician. | They are useful for instance where a large number of manufacturer equipment upgrades or recalls need to be arranged but cannot immediately be allocated to a date or technician. | ||
=== Setup === | === Setup === | ||
| − | In order to take advantage of the unallocated job facility | + | In order to take advantage of the unallocated job facility, you will need to enable the feature. |
Go to {{PlatinumSettings}}. | Go to {{PlatinumSettings}}. | ||
* Change {{DataPrompt|Automatically schedule jobs}} to {{DataValue|No}}. | * Change {{DataPrompt|Automatically schedule jobs}} to {{DataValue|No}}. | ||
* Pressing {{KeyPress|ESC}} will save any changes. | * Pressing {{KeyPress|ESC}} will save any changes. | ||
| − | {{Note|If you want to access technician diaries when scheduling work, in {{PlatinumSettings}}, select the {{WS}} module and search for {{DataValue|Links}}. Here change the setting for {{PP}} to {{DataValue|Yes | + | {{Note|If you want to access technician diaries when scheduling work, in {{PlatinumSettings}}, select the {{WS}} module and search for {{DataValue|Links}}. Here change the setting for {{PP}} to {{DataValue|Yes}}.}} |
=== New Jobs === | === New Jobs === | ||
| − | When work is entered into the system it will not be automatically scheduled unless the user | + | When work is entered into the system it will not be automatically scheduled unless the user deliberately allocates the job to a specific date and or technician. |
=== Schedule Unallocated Jobs === | === Schedule Unallocated Jobs === | ||
| − | To allocate a previously entered job via the workshop diary use {{KeyPress|S-F6}} to list unallocated jobs. | + | To allocate a previously entered job via the workshop diary, use {{KeyPress|S-F6}} to list unallocated jobs. |
| − | * Use {{keyPress|F4}} to allocate a schedule or {{KeyPress|F5}} to edit and then allocate it to a technician's diary. Jobs can likewise be unallocated if for some reason | + | * Use {{keyPress|F4}} to allocate a schedule or {{KeyPress|F5}} to edit and then allocate it to a technician's diary. Jobs can likewise be unallocated if for some reason they need to be rescheduled later. |
== See also == | == See also == | ||
Revision as of 07:35, 21 May 2019
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article explains how to deal with unallocated jobs. Unallocated jobs are jobs which are not allocated to either a date or a specific technician.
More Information
Not all businesses require to be able to keep jobs unallocated. Unallocated jobs by their very nature are not listed in the workshop diary so are inherently easy to overlook. They do however offer significant advantage to some organisations.
They are useful for instance where a large number of manufacturer equipment upgrades or recalls need to be arranged but cannot immediately be allocated to a date or technician.
Setup
In order to take advantage of the unallocated job facility, you will need to enable the feature.
Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".
- Change "Automatically schedule jobs" to 'No'.
- Pressing <Esc> will save any changes.
 | If you want to access technician diaries when scheduling work, in " Reports & Settings Maintenance Options System Administrator Platinum Settings", select the Workshop module and search for 'Links'. Here change the setting for Personnel Planning to 'Yes'. |
New Jobs
When work is entered into the system it will not be automatically scheduled unless the user deliberately allocates the job to a specific date and or technician.
Schedule Unallocated Jobs
To allocate a previously entered job via the workshop diary, use <Shift+F6> to list unallocated jobs.
- Use <F4> to allocate a schedule or <F5> to edit and then allocate it to a technician's diary. Jobs can likewise be unallocated if for some reason they need to be rescheduled later.
See also
