Schedule work orders

The required number of hours for a work order is defined by the sum of forecasted hours on the work order lines minus posted hours. If more time is required, the forecast on the work order must be adjusted accordingly. In the All work orders list (Enterprise asset management > Common > Work orders > All work orders or Active work orders), you can view or edit forecasts on a work order by selecting the work order and clicking Forecast. When work orders have been created and estimated, next step is to allocate the required workers and tools to complete the work orders.

Only work orders with a stage that allows scheduling can be scheduled. Allow scheduling is set up in Work order stages (Enterprise asset management > Setup > Work order > Stage > Stages > General FastTab > Allow scheduling toggle button).

  1. Click Enterprise asset management > Common > Work orders > All work orders.
  2. Select the work orders you want to schedule in the list. For example, you can sort the list by stage.
  3. On the General tab, click Schedule.
  4. In the Schedule work orders drop-down, you can add selections regarding expected start date or work order priority, if required. If the scheduling process should observe capacity limitations regarding resources already scheduled for other jobs, make sure that the Object, Tool, and Worker toggle buttons are set to "Yes".

Note

If you set the Object, Tool, and Worker toggle buttons to "No", existing reservations will be ignored. In the Infolog, a list of overlapping work order schedules will be shown, and you can click on the messages to open the work order and reschedule, if required.

  1. To see detailed information about the scheduling process, select "Yes" on the Verbose toggle button. This means that detailed information about the calculated scores on the work orders and workers will be shown in the Infolog.
  2. Click OK to start the scheduling process.
  3. When scheduling is completed, an Infolog shows the number of work orders scheduled, and also more detailed information if the Verbose toggle button was set to "Yes".

Note

Work orders are scheduled in one cycle per work order, not per work order line. You can also access the Schedule work orders drop-down directly from the area page. Click Enterprise asset management > Periodic > Schedule work orders. Make your selections and click OK to start work order scheduling. It is possible to set up work order scheduling as a batch job in the Schedule work orders drop-down, on the Run in the background FastTab.

Example: In the figure "Schedule work orders", the formula inserted in the Expected start field will generate work order scheduling for all work orders with expected start date a week from now and later. This formula may be useful when you run work order scheduling on an ongoing basis, but you want to make sure the work orders scheduled for the next 5-6 days are not rescheduled.

The work order type related to work orders may set up scheduling for one worker (refer to the Work Order Types section). This means that if the work order type is used on a work order, the One worker toggle button is automatically set to "Yes" in All work orders on the Schedule FastTab. During work order scheduling, all work order lines created on the work order will subsequently be scheduled to the same worker. It is possible to clear or select "No" on the One worker toggle button in All work orders if you want to allow scheduling of several workers or one worker on the work order lines.

The scheduling process in the Enterprise asset management module is done by including different factors in the scheduling calculation:

Schedule work orders