Make work orders schedulable

Audience: Administrators and operations managers

To let technicians access them on the daily plan, you must make work orders (WOs) schedulable.

Prerequisites

Before you start, to create a WO, see either: 

• Create work orders in FSM.

• Create work orders on the server for mobile.

Follow the UI path

All following instructions start from this system path:

Features > Core > Work order management > Search WO 

Enable WO scheduling

To allow WOs to be scheduled:

1. Open a WO search. Search and perform mass actions on work orders|Search for WOs.

2. Validate a WO.

   • See Create work orders on the server for mobile | Validate WOs .

   • Once you validate the WO, the order status changes from “Open” to “Schedulable”. 

Work cycle settings

The header and work cycle associated with the order, or the settings used to create the WO, is identified as:

• Managed by operation: Specific operations determine the duration and cardinality.

  • Specific operations determine how the WO is scheduled and debriefed.

• Managed by order: WO duration, team cardinality and residual WO duration usually defines the order.

  • The WO header determines how the WO is scheduled and debriefed.

What’s next

• To connect operations with the materials necessary to complete them, see Associate materials with operations.

• To ensure WO addresses are normalized, see Geocode work order addresses.

• To only schedule WOs during available days, see Lock work order scheduling days.

• To change a WO work cycle, see Replace WO work cycles.