Schedule tools from a department for specified work order activities. Record tool requirements of multiple activities of a specified work order.
To schedule tools for work orders:
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Select Work > Work Orders.
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Select the work order for which to request tools, and then click the Schedule Tools tab.
You must enter an activity for the work order before you schedule a tool.
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Click Add Tool. The system automatically populates Qty. Required and Department.
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Specify this information:
Activity-Trade - Select the appropriate activity-trade for the work order.
Tool - Specify the tool to request. The system automatically populates the description of the tool.
Date Required - Specify the date when you need the tool.
Scheduled Hours - Specify the number of hours required to complete the activity.
Qty. Required - Specify the number of tools you need.
Activity-Trade - Select the appropriate activity-trade for the work order.
The system only displays the activity-trade if one activity-trade exists. When two
or more exist, Activity-Trade is empty.
Hours Required - The system calculates and displays the number of tools required times the number of hours required to complete the activity.
Available Hours - The system displays the hours that the tool is available.
Activity Start Date - The system displays the beginning date for which you need the tool.
Activity End Date - The system displays the final date of the activity.
Department - Specify the department associated with this tool. If the tool applies to all departments, enter *.
Daily Capacity - The system calculates and displays the quantity of tools times the hours the tool is available to the department.
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Click Submit.