Workloading

The primary function of Provision Workloading is to reassign a Provision related work order to another user.  In addition to the reassignment of work orders, a user can also view the Daily Schedule, Monthly Schedule, Daily Labor Hours, and Monthly Labor Hours. 

Daily Schedule

The Daily Schedule is the primary method for changing the assignment of a Provision work order. 

To reassign a Provision work orders:

  1. Select Workloading from the Provision module.

  2. Select Property Name.

  3. Select Region if applicable.

  4. Select Type.

  5. Choose Search Filter.

  6. Enter Date Range at Date Scheduled.

  7. Select Assigned To if necessary.

  8. Select Daily Schedule.

A list of all available work orders will appear by date.  To change the assignee:

  1. Select new Assigned To.

  2. Continue to change Assigned To for the specified date.

  3. Select UPDATE

Monthly Schedule

The Monthly Schedule allows a user to view all Provision work orders by date.  A user also has the ability to select the work order from the monthly calendar and view the Provision work order details.

To view a Monthly Schedule of Provision related work orders:

  1. Select Workloading from the Provision module.

  2. Select Property Name.

  3. Select Region if applicable.

  4. Select Type.

  5. Choose Search Filter.

  6. Enter Date Range at Date Scheduled.

  7. Select Assigned To if necessary.

  8. Select Monthly Schedule.

Daily Labor Hours

Daily Labor Hours will show a user the scheduled provision date and the labor date in which work was performed.  This report appears on the Provision Workloading page and gives a user the ability to select the work order associated with the Provision.

To run a Daily Labor Hours report:

  1. Select Workloading from the Provision module.

  2. Select Property Name.

  3. Select Region if applicable.

  4. Select Type

  5. Choose Search Filter.

  6. Enter Date Range at Date Scheduled.

  7. Select Assigned To if necessary.

  8. Select Daily Labor Hours.

Monthly Labor Hours

Monthly Labor Hours will give a user an at-a-glance calendar of all provision labor hours by date on the Provision Workloading page.  From this view, a user has the ability to select the labor hours to view Provision Work Order details. 

To run a Monthly Labor Hours report:

  1. Select Workloading from the Provision module.

  2. Select Property Name.

  3. Select Region if applicable.

  4. Select Type

  5. Choose Search Filter.

  6. Enter Date Range at Date Scheduled.

  7. Select Assigned To if necessary.

  8. Select Monthly Labor Hours.