Review existing schedules and update information as necessary.
If you are using qualification enforcement, you can only schedule an employee to perform the selected work order activity if the qualifications defined for the employee on the Qualification page of the Personnel form (WNPERS) match all of the qualifications associated with the selected work order activity. Qualification enforcement is determined by the WOQUAL installation parameter.
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If you are not using qualification enforcement, you can associate qualifications with work order activities, but Datastream 7i will not validate any associated qualifications when you schedule an employee for work. |
Additionally, the qualifications for the employee must be active. An employee’s qualification is active only if Qualified is selected for the qualification on the personnel record. To be qualified for the work, the person must have the qualification on their employee record, the Scheduled date for the work order activity must fall between the Start date and Expiration date for the qualification, and Temporarily disqualified must be unselected for the qualification.
If no Scheduled date is entered for the work order activity, then Datastream 7i uses the system date to determine whether an employee is qualified. Additionally, if you have already selected a Person responsible for the work order activity, and then you enter a Scheduled date, Datastream 7i will revalidate whether the employee selected for Person responsible is qualified to perform the work order activity based on the date entered.
Follow these steps to update daily schedules.
Open the Daily schedules form (WNDSCH).
Select one of the following options:
All schedules—Select to include all schedules.
Current schedules—Select to include open work order activities for today’s date and future dates.
Previous schedules—Select to include schedules for before today’s date and completed work order activities for today’s date or future dates.
Double-click on a schedule to see work order details. Update the information as necessary.
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Datastream 7i displays the value in Hours in red if the number of hours assigned to an employee or shift is greater than the available number of hours for the employee or shift on the scheduled date. If tools are required for this activity, Tools is selected. If you are using qualification enforcement and you want to modify the Person responsible for the work order activity, Datastream 7i enables you to only select employees who are qualified to perform the work based on the list of qualifications required for the selected work order activity and the Scheduled date for the work order activity. |
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.