Schedule Screen

Modified on Tue, 09 Jan 2018 11:09 by katie — Categorized as: Task Management


General Information

Default Menu Location Transaction >> Task Management >> Schedule

Screen Name SCHEDULEN2

Function The Schdule allows users to add/edit/view the tasks assigned to individuals and departments, as well as choosing the time period day/week/month. The schedule is also accessible from the Adjutant Toolbar.

Schedule Master Screen

Schedule Master Screen


Fields and Filters

Schedule tabs along the top of the screen are labeled with classifications of resources that may be scheduled for use.

Schedule tab names may be added/edited/deleted in the Rule Maintenance screen by selecting Schedule tab names.

Just below the tabs you will notice the date is again listed and the hours of the day are marked off in quarter-hour increments. Along the left hand margin are the resources that are associated with the selected tab.

Create a New Task

To create a new task box in the schedule grid, click and drag your cursor where you want the task to occur. Once you have created your task box, Adjutant will open the Task Entry Screen where you may enter the task information.

All task boxes may be rescheduled to a new date/time by dragging the task box to a new location. A notification will be sent to the resource if a task is rescheduled.

On the schedule grid, you may move the cursor over a task box to see a synopsis of the task. A Tip Text box will appear as your cursor hovers over the task box.

Double-click any of the task boxes to display the Task Entry Screen for that particular task.

Right-click on any of the task boxes to display a menu with the following options:

Open Task: Displays the task in the Task Entry Screen

Dispatched: Updates the Status tab in the Task Entry Screen

Started: Updates the Status tab in the Task Entry Screen

Arrived: Updates the Status tab in the Task Entry Screen

Completed: Updates the Status tab in the Task Entry Screen

Time Entry: Opens the Time and Material Entry Screen and allows you to enter time for the selected service order

You may enter time for multiple resources in this screen.

Reschedule: Opens the Reschedule Task Screen

Copy Task: Copies the task. Useful in duplicating tasks for multiple resources

Paste Task: Pastes the task. Useful in duplicating tasks for multiple resources

Print with Excel: Prints a service order for the task using Microsoft Excel

View in Excel: Opens a service order for the task in Microsoft Excel

Print: Prints the service order. Adjutant will ask which form you wish to print

Be careful where you place the cursor when you right-click. It will open the task where your cursor was hovering.

View Time Periods


You may view the schedule grid by daily, weekly, or monthly by selecting your choice from the drop-down menu in the upper, left-hand corner. You may also reschedule multiple user tasks by using Ctrl+Left click to select multiple tasks. The selected tasks will have a green outline when multi-selected. All tasks will move the same amount of time when any is moved. If the task is moved to a different resource, all the tasks are moved to that resource. If the task has the duration changed, all selected tasks have the duration changed by same amount.

Navigation Arrows: Click these arrows to change the date view

Today: Click this icon to go back to the current day's schedule grid Zoom In: Click this icon to zoom in on the schedule grid for more detailed viewing

Zoom Out: Click this icon to zoom out on the schedule grid and view more information

Print: Click this icon to print the schedule and/or the working service orders for the resource selected

Multi-Stack: The Multi-Stack View is used to stack tasks on top of each other

Hide Complete: Check this box to hide the completed tasks on the schedule

Auto-Refresh: Check this box to make the schedule screen automatically refresh any time something is changed

Conflict Chk: The Conflict View is used to display which tasks are conflicting with one another. Conflicting tasks will always be colored red

Related Videos

How to add a tab to the schedule