Create and view the schedule occurrences and work orders of associated work plans through the planning calendar.

Before you begin

Role required: sn_fsm_planned_wm.planned_work_admin

About this task

The calendar displays either single events or stacked events when multiple events are scheduled simultaneously.

Procedure

  1. Navigate to All > Field Service Management > Planned Work Management > Workspace
  2. Select the Planning calendar icon (Planning calendar icon).
  3. (Optional) Generate work orders for the schedule occurrence by right-clicking the event and selecting Generate work orders.
    A list of work orders is automatically generated for the selected schedule occurrence, taking into account the number of work order templates associated with the schedule.
  4. (Optional) View schedule occurrence event details.
    1. Select the event that you want to view.
    2. Review the event details in the Details section of the Schedule Occurrence contextual panel.
  5. (Optional) View work orders for the schedule occurrence event in the contextual panel by right-clicking the event and selecting View work orders.
  6. (Optional) Determine the information that you want to display on the calendar.
    1. Select the Filter icon (filter icon).
      • To view records of a specific plan, select Plans and select a plan.
      • To view records based on the plan type, select Plan types and select a plan type.
      • To view records based on the plan category, select Plan categories and select a plan category.
    2. Optionally, select Save as default to save the filters you’ve selected.
      Note:

      You have the option to choose multiple plans, plan types, or plan categories, either individually or in various combinations.

    3. Select Apply.