How to Add a WO Schedule

Path: Transactions > Work Order > Records / Schedule Tab

To assign work to a technician or crew from the Work Order window:

1. Click the Schedule Tab.
2. Click Edit on the WebTMA toolbar.
3. Click the Add Schedule link at the top of the grid. The Schedule Entry window opens.
4. Complete the Schedule Entry window.* If you have assigned a default global technician from File > Personal Info / Defaults or from Admin > User Management > Records / Defaults, WebTMA automatically populates the default technician. See note below about adding Crews.
5. (Optional) Click Save & Add on the Save button selection menu to include more schedules.
6. Click Save & Close when you are finished.
7. Click Save on the WebTMA toolbar.

* The View button adjacent to the technician's name field gives you a quick look at any other work orders scheduled to the selected technician that might conflict.

To make Crew assignments, select Crew in the default Technician field. All members of the crew you select are automatically added to the Schedule Tab. WebTMA checks to assure all crew members have met any Task training requirements and a warning pops up if training is needed.