2. Put a job on the calendar

Show me in Utilops

When you need this: a work order exists but nobody has a day for it. You pick the day, the time and the person. From then on it shows on the calendar and on that person's list.

Steps

1. On the left side of the screen, click Work Orders, then click Schedule & Dispatch.

2. Scroll down to Unscheduled Orders. Each row is a job with no day yet. Click Schedule on the job.

   

3. Under Schedule Date & Time, click Date and pick the day. The buttons above it, like Tomorrow 8:00 AM, fill the day and time in one click.

   

4. Click Time and pick when the crew should be there.

   

5. Under Technician Assignment, click the person who will do the job. Each card shows how many open jobs they have.

   

6. Click Schedule Work Order at the bottom.

   

Made a mistake? Click Undo on the green message that appears, or open Show me how at the top and pick Undo a mistake.

You are done when

The job shows on the calendar on that day, and in the Schedule Timeline below it with the person's name.

If something looks different

The page says Advanced Feature. Scheduling is turned off for your utility. Ask your administrator to turn it on. There is no extra charge.

There is no Schedule button. Your account may not have permission to schedule work. Ask your administrator.

You want Utilops to pick the person. Click Auto-Assign above the list of people. It picks by who has the lightest load.

Many jobs, one click. The Auto Schedule button at the top puts every unscheduled job on the calendar for you. Look the result over before the crew heads out.