User may assign number of hours to different cost objects for an equipment or a group of equipment for auto allocation. The same auto allocation may be assigned to equipment with assigned schedule. Auto-allocations require user to click on the equipment on the Allocations screen to apply the allocation. Equipment that is not selected will not receive allocations for the selected date.
Hover a mouse pointer over the Schedule menu link on the menu bar to display its drop-down menu.
Slide a mouse pointer over the View Schedule option to display its menu options.
Click Equipment Schedule to open the Daily Scheduled Equipment screen.
If applicable, select a location from the Location drop-down list located at the menu bar.
From the Daily Scheduled Equipment screen, select an organization from the Organization drop-down list.
Select an agreement from the Agreement drop-down list.
The All Groups option in the Group drop-down list is selected by default. Select a specific equipment group from the Group drop-down list to display its equipment types in the Type drop-down list. Otherwise, proceed to the next step.
The All Types option in the Type drop-down list is selected by default. Select a specific equipment type from the Type drop-down list to display a listing of equipment in the schedule grid. Otherwise, proceed to the next step.
Enter a date into the Date text box to display the equipment in the schedule grid. Alternatively, select a date from the calendar. (see also Date Format)
The Text Box feature is use in this instruction. When accessing the Add Auto Allocation area, the text boxes for Level One to Four are displayed by default. Click the DropDown link to enable the Level One, Three, and Four drop-down lists. Because the number of work orders in the Level Two is quite large, populating the Level Two as a drop-down list will cause a delay. Thus, the Level Two setup as a text box by default, and its information must be entered manually.
Once an auto-allocation is assigned to the equipment, the schedule are displayed with the assignment pattern. The Legend is located at the bottom of the Daily Scheduled Equipment screen.
From the schedule grid, click the checkbox on a line item to select specific equipment.
From the Add Auto-Allocation area, enter a date or a date range into the From and To text boxes. Alternatively, select the dates from the calendars. (see also Date Format)
Select an order type from the Order Type drop-down list to display the Levels' text box names.
Enter the Levels information into the appropriate text boxes.
Enter additional information into the Extra text box, if applicable.
Select an area ID from the Area ID drop-down list, if applicable.
Enter the number of hours for the selected work order into the Hours text box.
Click the Assign link to assign the selected cost objects to the selected equipment.
From the schedule grid, click the checkbox on a line item to select an equipment.
From the Add Auto-Allocation area, enter a date or a date range into the From and To text boxes. Alternatively, select the dates from the calendars. (see also Date Format)
Select an order type from the Order Type drop-down list to display the Levels' text box names.
Enter the Levels information into the appropriate text boxes.
Click the Unassign link to remove the cost objects from the selected equipment.
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