Difference between revisions of "Unallocated workshop jobs"
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== Summary == | == 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. | 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. Unallocated jobs by their very nature are not listed in the workshop diary so are inherently easy to overlook. They do however offer significant | + | 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 advantages 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. | ||
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=== New Jobs === | === 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. | + | 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 === | ||
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* [[How do I schedule a technician for a workshop job?]] | * [[How do I schedule a technician for a workshop job?]] | ||
| − | {{KB_Tags|technician, allocate, unallocate}} | + | {{KB_Tags|technician, allocate, unallocate, diary, workshop, job, schedule}} |
{{KB_WS}} | {{KB_WS}} | ||
Revision as of 11:48, 15 July 2019
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 advantages 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
