Introduction:

Scheduling Work Orders and Inspections on the Planning Board is a simple process.  In just a few simple steps, you can schedule these items.  The following steps will help you create an active Planning Board:

Instructions:

1.  After logging into your ManagerPlus account, click on the Planning Board icon.

2.  A Planning Board calendar will appear with individuals on it whom you can schedule in 3 different timelines: Day, Week, and Month.

3.  After selecting what timeline you wish to go with, you can start scheduling work by dragging and dropping the Work Orders and Inspections on the right.  

 By clicking on the Work Orders, Inspections, and Past Due icons, you can sort by those fields, and then assign them to specific employees.

4.  After you have assigned the Work Orders and Inspections, click on the Publish Changes.

Useful Information and Links:

Useful Links to Related Articles:

To learn how to Create a Work Order in the Work Order module, click here.