Schedule a Work Order in FleetLogic

Describes how to schedule a work order in advance in FleetLogic.

Type

How to

Audience

FleetLogic Counter

Products

FleetLogic web and mobile applications

In This Article

Context

Schedule a work order if you need to attend to a piece of equipment within a specific time window or date range. For example, if your customer’s boom lift is broken but a technician is not available until later in the day, you can schedule the work order in advance so that the technician is assigned to the work order as soon as they are available. 

 

There are two methods of scheduling a work order: through the work order details or by dragging and dropping. Schedule a work order in the details page when you need to schedule a single work order that you are currently working on. Use the drag and drop method when you need to schedule multiple work orders, coordinate work order schedules in a visual way, or if you are not currently working in a particular work order.

 

Before You Begin

Required: Internet connection; valid FleetLogic login credentials and access permissions; existing ticket

Optional: Mobile device with an internet connection

 

Steps

Schedule a work order in the details page of a work order

  1. In the FleetLogic menu bar, navigate to Work Orders
    The list of existing work orders opens
  2. Click the work order you need to view the details of
    The work order details page opens in the main area
  3. In the Scheduled Time section, use the toggle to enable or disable the scheduled time panel
    The Scheduled time section expands to display additional options
  4. Either type a date or use the calendar menu in the Start Time and End Time fields to select a date or date range for the work order to be completed within
  5. Click Save
    The Work order is scheduled
    The work order appears in the list of scheduled work orders
    Notes
    • This date appears as the due date for the technician to complete the work order by in the FleetLogic mobile application
    • The Scheduled Time panel sets the start and end times 1 hour apart by default

Schedule a work order using drag and drop

  1. In the FleetLogic menu bar, navigate to Work Orders > Scheduling
    The list of scheduled work orders opens
  2. Do one of the following:
    1. If you see the work order you need to schedule in the list, drag and drop it into the appropriate time slot in the calendar
    2. If you do not see the work order you need to schedule, type information about the work order in the Search W.O., #, Customer field then do the following:
      1. When you see the work order you need to schedule, drag and drop it into the appropriate time slot in the calendar

    Note: you can reschedule a scheduled work order at any time by dragging and dropping it to a new time slot in the calendar
    The work order information pop-up opens
  3. Do one of the following:
    1. If you have already assigned a technician to the work order, click Update
    2. If you have not already assigned a technician to the work order, use the Select technicians drop-down to select a technician and click Assign

    The work order is scheduled
  4. Optional: Do any of the following to customize the list of scheduled work orders:
    1. Click Month to switch to a month by month view 
    2. Click Week to switch to a week by week view
    3. Click Day to switch to a day by day view
    4. Click Agenda to switch to a list view for a specific date range

    Note: you cannot drag and drop tickets to this view
  5. Optional: click < or > to move the schedule between months, weeks, days, or agendas, depending on your view
  6. Optional: click Today to move the schedule to the current day

 

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