Scheduling an asset inspection in the calendar

You can schedule asset inspections by adding them to employees' calendars from the Inspection InfoViewer.

For more information, see Administrator > Resources > Scheduling in the Infor Operations and Regulations User and Administration Library.

Open an asset inspection in the Inspection InfoViewer.
Select the Information tab and click Edit.
Optionally, specify an employee ID in the Assigned To field.
Click the Schedule the activity button next to the Assigned To field.
The Resource Calendar popup opens. If you specified an employee ID before clicking Schedule the activity, the popup shows that employee's calendar. If you did not specify an employee ID, you can look up employees.
To look up employees, enter your criteria in the search fields above the calendar and click Search.
To schedule an assignment, select an available time slot in the weekly calendar view.
The duration of the assignment is set to the default value in the CalendarManagement configuration, such as two hours.
The start date is recorded in the Scheduled Date field but the end date is not recorded. Because there is no scheduled to date field, the duration of an asset inspection assignment cannot be changed from the calendar.

Note: You can also see a monthly view of an employee's calendar on the Month tab, but the information on this tab is display-only. Use the Week tab to schedule assignments.
Click Select.
The assignment is added to the employee's calendar and the Scheduled Date field in the InfoViewer is updated based on your selection.
Click Save in the InfoViewer.
You must save the current record to finish scheduling the calendar assignment.