Creating work lists

You can create a list of upcoming work that needs to be assigned, and assign it to labor and crews based on their skills and availability. Work lists can be updated or deleted only by the user who created them. Use the Manage Commit Access action to control who can commit the work list back to the database.

Before you begin

You can set up shift patterns in the Calendars application to reflect rotating shifts. You can then pull the shift pattern into the work list to reflect the rotation.

Procedure

  1. In the Graphical Assignments application, in the Work List tab, create a new work list.
  2. Enter a name for the work list and specify calendar and shift information for when the work is to be performed.
  3. If you want your project to automatically refresh at predefined intervals, select the Rolling Project? check box and define the frequency in the Roll Date Schedule field. For example, you want to refresh the work records in the schedule every day at 7:00 AM.
  4. Enter start and end dates for the work list.
    The Start Date and End Date control the work period calendar that shows in the graphical view. Enter a value in the Rolling Offset in Days field if you want to add days to both sides of the date range in the graphical view. You cannot move work segments outside the graphical view date range as calculated by these four fields.
  5. Optional: Filter the work query with the Restrict Work to Dates? checkbox. If you enable Restrict Work to Dates?, then the work order, task, assignment records without any date information are not loaded. However, the work order, task, assignment records are loaded where the records have date information and even when the date information overlaps the schedule start date or end date. The date information can be a schedule date, target date, or assignment schedule.
  6. Create a work query based on the work records that you want to include in your work list.
  7. In the Restrict Resource Availability section, you can restrict which labor and crew resources are available in the graphical view. For example, you may have 30 electricians, but you only want to include the ones in a particular work location in the schedule. You can choose from existing craft, labor, crew, or crew type queries, or create a new one. If you do not enter anything in this section, all resources for the calendar and shifts that you selected will be included.
  8. Apply the street-level route, if applicable, and save the work list.