Scheduling a work order in the calendar

You can schedule work orders by adding them to employees' calendars from the Work Order InfoViewer.

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

Open a work order in the Work Order InfoViewer.
Select the Information tab and click Edit.
Optionally, specify an employee ID in the Assigned To field.
Click the Schedule button next to the Assigned To field.
The Resource Calendar popup opens. If you specified an employee ID before clicking Schedule, 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.
You can drag and drop to reschedule assignments, or click and drag either end of the time slot to change the duration of an assignment.

The start and end dates of the duration are recorded in the Scheduled Start and Scheduled Finish fields in the Work Order InfoViewer.

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 Start and Scheduled Finish fields in the InfoViewer are updated based on your selection.
Click Save in the InfoViewer.
You must save the current record to finish scheduling the calendar assignment.