Manually schedule from the schedule board

Use the schedule board to manually create bookings when you need full control over resource assignments. Manual scheduling is useful for emergency work or requirements with limited complexity.

Create a manual booking

Select Book on the schedule board. Select a requirement and a resource, start date/time, end date/time, booking status, and booking method.

When to use manual scheduling

Manual scheduling on the schedule board works well for:

• Emergency work that needs immediate assignment regardless of optimization
• Simple requirements with limited constraints
• Overrides when you need to schedule outside of normal rules

For requirements where you want the system to match resources based on skills, availability, and travel time, use the schedule assistant or quick scheduling instead.

Rebook a scheduled requirement

To rebook a requirement that's already scheduled:

1. Go to the schedule board, right-click a booking, and then select Rebook.
2. The schedule assistant opens with the requirement details pre-filled.
3. Select a new resource and time slot, then select Book to reassign.

Book the same work order to multiple resources

You can schedule the same job to multiple resources with the schedule assistant. Trigger the schedule assistant for a given work order and book it to a resource's time slot. Before exiting the search, select another resource's time slot and select Book again.

Next steps

• Filter resources and requirements on the schedule board
• Drag and drop to schedule on the board
• Launch the schedule assistant from the Book button