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User Options - Schedule
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User Options - Schedule

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Access the Schedule Settings

Select Setup >> User Options >> Schedule.

Configure Schedule Settings

In Schedule Settings set up the following:

Total daily hours available

Enter the available number of work hours for each day.

  • Example: The number of technicians multiplied by their available work hours per day. 

 

Color code R/O by

Select to include color coding for schedule entries based on R/O Status or Work Type.

 

Specify workshop bay and duration for Inspection bookings

Enable this option if you are using the Inspection Schedule.
diminish ro

 

Enable time slots

Create a grid of hours on the schedule, broken into 15 minute increments.

  • Customize time slots view with the following options:
    1. Enable time slots - Enter the Start Time and End Time for the shop's work day. 
    2. Display non-working hours - Show or hide all time slots outside of the specified start and end times.
    3. Show scrollbar on Schedule view - Allows you to scroll the schedule independent of the page. (Helpful on systems with smaller monitors or low screen resolutions)
      time slots

 

Diminish R/Os on the Scheduler Calendar when Complete

Use this option to "grey out" appointments on the schedule that have been completed (Invoiced).

 

Display Customer Name in Available Documents section

Choose to display customer names on the documents awaiting to be scheduled in the Available Documents section.
display customer name

 

Enable Custom Repair Order Information

  • Choose what items to include on each schedule entry by:

    1. Selecting an item
      select item

    2. Selecting a line.
      select line

    3. Clicking Add.
      click add

  • Change how each line displays the included items by:

    1. Selecting an item that has been added to a line.
      select line item

    2. Selecting the Up and Down arrows to change the display order.
      move line item up or down

    3. Clicking the X to remove the item from the line.
      remove line item

  • Apply R/O color selection to first line - Applies color based on Repair Order status (Can be changed in Setup >> Codes >> Status)
    apply r/o color code selection to first line

Schedule Bay Display

Select the amount of bays you want the schedule to display. 

  • Current bays will display below in Current Bays.

 

Current Bays

Rename, reorder and delete bays. 

  • Note: This will only change how the bays appear on the main Schedule. This feature will not apply to the Inspection Schedule. 

 

Due In / Out

Set the Default Due In Time and the Default Due Out Time for all new R/Os.

  • Click the calendar icon to select the time.
  • Click the Use Schedule Start Time If Available check box to automatically apply the date and time of the R/O on the schedule to the Work document.

 

Work In Progress Options

  • Set the amount of minutes to be visually notified that an R/O is due in/out.

     

    • Note: The visual notification is the R/O displaying a yellow color when using the Work In Progress (WIP) screen.
  • Remove completed Repair Orders from the Work In Progress (WIP) screen, after a set amount of days.
    • Notes:
      • 7 days is automatically set as default.
      • You can also remove Repair Orders manually and automatically from the Work In Progress (WIP) screen.