Using the Planner, Resources can plan work for themselves or for their Branches/Tier 2 Resources whether it be for today or a time in the future. To plan Work Orders, follow these steps: Open the Planner by selecting the Resource (Tier 1 or... Read More
Planner
To plan Work Orders across Branches/Tier 2's using the Planner, follow these steps: Open the Planner by selecting the appropriate Head Office/ Tier 1 Resource from the Resource List and clicking "Planner". The Work Order Planning screen... Read More
Resources may be required to plan any Work Orders that they have for the week or may need to hand out trade-specific jobs to any of their Branches/Tier 2 Resources. This can be done using the Planner tool. To access the Planner, select the Resource... Read More