Scheduling Tools
Scheduling tools are used to allocate specific time slots for maintenance tasks, inspections, or other activities related to asset management.
This will benefit staff who manages preventive maintenance (PMs) because their duties are repeated.
Once templates/activities are applied to a work order, users are free to schedule their tool labor. First, navigate from the Record View to the Schedule Tools tab, which can be found within the "More" dropdown selections at the far right.
Users will then Schedule their tool labor within the Schedule Tool Usage Details section near the bottom of the page.
NOTE - All fields required will have a red asterisk symbol * add to booking
1. Activity Field: Specify the activity for which you are booking a tool. For example, you might enter "150 - Travel" as shown in the screenshot.
2. Maint. Area/Division: Select the Maintenance division where the tools are located (NRPD, SRPD, or FSD). The tools allocated to each division will depend on your selection. Ensure you choose the correct division for the allocated tool to avoid errors.
Please use the proper division where the tool(s) live. If not, users won't be able to display the costs associated with the corresponding tools.
3. Tool Field: Insert the equipment used for this work order. Scroll through and select the appropriate tool using the Dataspy feature.
4. Date Required: This section is auto-filled. Edit it if the date is not the current date. The date should be either today or a future date and cannot be a past date.
5. Quantity Required: Enter the specific number of tools needed for the work labor.
6. Hours Required: Enter the total number of hours required to complete the work labor.
7. Save Record: Save the record once all fields are correctly filled.
8. New Record: Create a new record if needed.
In order for users to Import Scheduled Tools please read Import Tools