Scheduling from a resource pool

A resource pool is a collection of employees, equipment units, or vehicles that can be scheduled for work orders, group projects, service requests, and asset inspections.

  1. Load a work order, group project, service request, or asset inspection in the appropriate InfoViewer.
  2. On the Schedules tab, under the type of resource that you want to schedule, click Add above the grid.
    Note: In the Work Order InfoViewer, you can also select the Summary tab and click Add Scheduled Resource in the Quick Links panel. The Schedules tab is only displayed in the Work Order InfoViewer if the current work order already has resources scheduled.
  3. Select the correct resource pool type from the Schedule list.
  4. Specify search criteria to search for available resources.

    You can search for available resources based on the identification code of the resource pool, the type of resource pool, and available dates and times. Times should be specified in the 24-hour format, such as 16:00 for 4:00 PM.

    To schedule resources outside of their normal working hours, select the Include Non-Working Hours check box.

  5. Click Next.
    Infor Public Sector shows a list of resources that match your search criteria. For each resource, Infor Public Sector indicates the date and time period when it is available. If you didn't specify a date range, Infor Public Sector shows all resources that are available for the next month.

    For service requests and work orders, the available dates also depend on the scheduling options for the service request type or the activity type. For example, if the Weekends check box is not selected for a service request type, then the list of dates does not include weekends. Similarly, if the Workdays Only check box is selected for an activity type, then the list of dates does not include weekends or days that your agency has identified as holidays.

  6. In the Schedule Information grid, select the resource that you want to schedule.
  7. In the From and To fields, specify the time period for which you're scheduling the resource.
  8. Specify any other information in the comments field.
  9. Click Schedule Schedule button.
    Infor Public Sector closes the dialog box and adds the resource to the appropriate grid on the Schedules tab. The resource is now scheduled to work or be used during the indicated hours. It can't be scheduled for any other work during those hours.