Scheduling a resource

You can use the Resource Manager to schedule an employee, equipment unit, or vehicle for a service request, work order, or asset inspection. The scheduled resource will be unavailable for other assignments during the scheduled hours.

  1. Select Work Management > Resource Manager.
  2. In the Employees, Fleet Equipment, Plant Equipment, or Vehicles tree, browse to the Scheduled node under the correct resource.
  3. Click Add above the grid.
  4. Select the type of work you're scheduling the resource for from the Work Type list.
    You can assign the vehicle to either a work order or a service request.
  5. Specify the identification code for the work order or service request that you're assigning the resource to in the Work ID field.
    The work order or service request must be listed in the Work Orders or Services trees in the Resource Manager. The work order or service request must also be open.
  6. In the remaining fields, enter search criteria to find out when the resource is available.
    You can direct Infor Public Sector to search for the dates and times that the resource is available. Note that times should be entered in the 24-hour format. For example, 4:00 PM would be entered as 16:00. You can also specify the duration of the work you're searching for.
  7. Click Next.
    Infor Public Sector shows a list of available dates and times in the resource's schedule that match your search criteria. If you didn't specify a date range, Infor Public Sector shows all available dates for the next month.
  8. Under Schedule Information, select the date you want to schedule the resource for.
  9. In the From and To fields, specify the time period you're scheduling the resource for.
  10. Provide any other information about the work in the "Comments" field.
  11. Click Schedule.
    Infor Public Sector adds the work order or service request to the Schedules grid. The resource is now scheduled to work during the indicated hours. The resource can't be scheduled for any other work during those hours.