Exclude Work Orders from Scheduling

Explanation

This activity is used to define if a work order should be scheduled using the Dynamic Scheduling Engine (DSE). The purpose is to prevent the system from sending work orders unnecessarily to Mobile Workforce Management thereby reducing the load on the DSE server.

Prerequisites

To perform this activity, a work order must exist.

System Effects

• The work order will be excluded from scheduling using the DSE, i.e., the work order will not be included in the LOAD/CHANGE task. As a result the work order will not receive any allocations or potential start and finish dates.
• The Appointment Booking right mouse button option will also be disabled thereby preventing the user from requesting appointment offers for the work order using the Appointment Booking Engine(ABE).

Window

Prepare Work Order  
Service Request 

 

Related Window Descriptions

Prepare Work Order
Prepare Work Order/Prepare  
Service Request
Service Request/Prepare

Procedure

1. Open the Prepare Work Order window.
2. Populate (F2) or query (F3) for the required work order.
3. Click the Prepare tab.
4. Select the Exclude from Scheduling checkbox and save.
5. Send a LOAD/CHANGE task to the Mobile Workforce Management and open the Scheduling Workbench client. Observe that the above work order is not listed under the Scheduling Workbench/Activities tab. In addition the Appointment Booking right mouse button option will also be disabled.

Note: All reopened work orders will have this checkbox selected by default. The checkbox can be selected/unselected at any point since the value will be considered every time a LOAD/CHANGE task is sent.