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Quick-Start: Building Operations

Add and Schedule Craftspersons

The first step in tracking craftspersons and costs is to enter the craftsperson. You do this using the Schedule action on the Building Operations Console. The Schedule action is available for work requests that have the Approved status. Using the Quick-Start method, all requests are approved as soon as you submit them, so, if you are scheduling craftsperson, you can do so right after submitting the request.

When you schedule a craftsperson, you assign a specific craftsperson to the work for a specific date and time, and can optionally estimate the hours the work will take.

Benefits

• When you assign a craftsperson and enter the estimated hours for a particular work request, those hours are shown in the Craftsperson Availability report as "Committed Hours" for that craftsperson. Having this information enables you to more efficiently schedule work,as you are able to assign work to the most available worker.
• From the Planning Board, you can see the craftsperson's scheduled hours on the calendar. This enables you to visually asses craftsperson availability.
• The applications uses the craftspersons estimated hours and hourly rate to calculate estimated costs. You can see these cost on the Work Request Details form.

Procedure

Note: For a single user call center approach for Building Operations, the Forward button found on the Schedule Craftsperson form is not needed.

To add and schedule a craftsperson:

1. In the Building Operations Console, click Schedule for a request in the Approved grouping.

   The Schedule Work Request form appears.

2. Click Assign Craftsperson in the Schedule Craftsperson form.
3. In the Assign Craftsperson form, select the Select Values button in the Craftsperson Code field. The Select Value - Craftsperson form appears.
4. Do one of the following:
   • If the craftsperson is in the list, select the craftsperson from the list on the Select Value - Craftsperson form.

     Note: When you delete the BOSMED sample data, all craftspersons that were included with Quick-Start, except for AISTART and AFMSTART, are deleted. To track your actual craftspersons, you will need to add them into the application.

   • If you don't see the craftsperson on the list, click here to add a new craftsperson:

   1. Click Add New at the bottom of the Select Value - Craftsperson form.

      The Add New Craftsperson form appears.

   2. Enter the Craftsperson Code. This is typically the craftsperson's first and last name.
   3. Select the Primary Trade. Click the Select Values button for the Primary Trade field to access the list of trades, and select one from the list.
   4. Enter the Hourly Rate for the craftsperson. This is used to calculate the cost of work.
   5. Standard Hrs. Avail. / Day: Enter the number of hours the worker is available each day. This is used to calculate the available hours in the Craftsperson Availability report and on the Planning Board.
   6. Email: Enter the email address for the worker. This is important if at some point you want to create the user as a user who is able to receive notifications.
5. In the Assign Craftsperson form, enter the Date Assigned and Time Assigned fields with the date and time when you want this craftsperson to begin work. By default, these are set to the current date and time.
6. Optionally, in the Assign Craftsperson form, enter the Estimated Hours.
7. Click Save.

Next Steps

Updating Actual Craftsperson Hours

Go Back

Tracking Craftsperson Hours and Costs

Other ways to work

You can also schedule craftspersons using the Planning Board. See Scheduling Work Using the Planning Board.