This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

For Lots Already in Production Phase:

1. Click on Schedule on the menu at the top
2. Hover over the in the right hand corner of the day you want to schedule
3. Choose Add New Schedule
4. Choose Schedule type
5. If the type is Rough-In, Trim, Install or Program, the system will verify if the lot is Contracted, Spec or Model.
   If the lot is not Contracted, Spec or Model, please see Lots Not in Production below
6. Choose Builder
7. Choose Community
8. Choose lot number in the community you wish to schedule
9. Site Super should already be chosen for the Community. If the one chosen is not correct, please change under Builder Management
10. Choose Date/Time & Participant(s)
    REMINDER: A one hour lunch is automatically inserted if the schedule goes through noon to 1PM
11. Fill in duration in 00:00 hours and minutes format
12. Choose Start Time
13. Fill in Travel Time
14. Choose Team or individual participants
    If a participant is not located in the availability list, they are not available to be scheduled.
15. Click the checkmark next to the name(s) you wish to schedule on the job
16. Click the icon to add the chosen participants.
    NOTE: An availabilty box appears at the bottom to show availabilty and/or possible conflicts.
    The following legend appears at the bottom of the availability box:

    General Scheduled   Job Scheduled   Conflict with Schedule   Pending Schedule

17. Choose a Team Leader / Responsible Tech (if not already chosen) by clicking the
18. Place a check mark in the Generate Work Order Now box if you wish to generate a work order
    If you generate a work order at the time of scheduling, the work order will reflect the job as it stands at that point. IF you wish to add to the order, then uncheck this box and you will be given an opportunity at a later date to generate an up to date work order.
19. Click Schedule Now

For Lots Not in Production Phase:

1. Click on Schedule on the menu at the top
2. Hover over the in the right hand corner of the day you want to schedule
3. Choose Add New Schedule
4. Choose Schedule type
5. The System will verify if the lot is Contracted, Spec or Model. If the status is not one of these, you will have to change the Lot Status.
6. Choose Builder
7. Choose Community
8. Choose lot number in the community you wish to schedule
9. Update Phase
   Choose Production
10. Select starting point for the job (This is access level sensitive). This is done if you already have a job in progress or you do not use one of the beginning stages.
    This allows you to skip to a stage of a job without having to go through all steps.
    By skipping already completed stages, you save entry time
11. Enter comment
    MUST be done if you are skipping stages
12. Click on Update

For Other Appointments:

1. Click on Scheduling on the menu at the top
2. Click on manage Schedule
3. Hover over the in the box with the date
4. Click on Add New Event
5. Choose Appointment Type
6. Fill in the decription of the appointment.
7. Choose Date/Time & Participant(s)
   REMINDER: A one hour lunch is automatically inserted if the schedule goes through noon to 1PM
8. Fill in duration in 00:00 hours and minutes format
9. Choose Start Time
10. Fill in Travel Time
11. Choose the individual participant
    If a participant is not located in the availability list, they are not available to be scheduled.
12. Click the checkmark next to the name(s) you wish to schedule on the job
13. Click the icon to add the chosen participant.
    NOTE: An availabilty box appears at the bottom to show availabilty and/or possible conflicts.
    The following legend appears at the bottom of the availability box:

    General Scheduled   Job Scheduled   Conflict with Schedule   Pending Schedule

14. Click Schedule Now

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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

Back to Top

This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

Back to Top