Summary
As you can see, there are multiple ways that items such as work orders can be scheduled the schedule board and schedule assistant. You can place items on the schedule board using drag and drop functionality. Or you can schedule them by letting the schedule assistant look for and suggest resources that possess the qualifications needed. Because circumstances around scheduling items can vary, it's important for the people who dispatch items to identify the best way to schedule an item depending on what is required.
We examined the many ways you can schedule and reschedule items including:
The schedule board's overall functionality and scheduling capabilities such as how the requirements, details, and filter panels are used.
How resources are presented on the schedule board and the different options for moving them around.
How to use the requirements panel to schedule items. We saw how items can be placed on the board by dragging and dropping them in the time slots desired. We also looked at how to use the schedule assistant using the Find Availability feature.
The schedule board's interactive map feature and how it can be used to schedule items.
How the schedule assistant can be used directly from an item like a work order to schedule a resource.
How you can reschedule Items or substitute resources when previously scheduled resources aren't available.
The next steps from here are to gain a deeper understanding of the customization capabilities available for the schedule board. For example, working with multiple boards, view configuring, and defining default filter information.