To schedule a job and print a work order you must drag and drop the item onto the Implementation Calendar. To do so, you can drag and drop from the "Booked Orders Needing Scheduling" or from your Search tool (magnifying glass icon) in the lower left corner. The latter is only recommended for Time & Materials jobs otherwise you should be able to always drag & drop from your booked orders.
General Information
Once dropped onto the calendar the below Implementation Item Window will appear. Your project information will show in the upper left corner to ensure you are scheduling the correct job. You are required to fill in your Division, Type and Order. The order should auto-fill based off the item you dropped from the booked orders list in the lower portion of the Implementation Calendar. If you dropped from the Search tool you will have to select the correct order. Jobs are scheduled per order so once the item is saved to the calendar it will remove itself automatically from the orders needing to be scheduled. The colors in the upper right corner will adjust automatically based off what your administrator has setup in your Install Calendar Legend. Once you have filled in all required and necessary information select "Save Item" and it will move you over to the "Internal Resources" tab.
Internal Resources
This is where you can add your internal installers. You can select multiple at a time if necessary by checking the box to the left of the installers name then using the ">" button to move them to the right side of this screen. The Installer Details window will then appear so you can assign what is being installed and at what pay schedule. After selecting the pay schedule it will automatically fill in the remaining drop downs. This can always be adjusted at the time of processing payroll if you choose to process payroll through e-manage and through the Implementation Calendar (please see Time Entry and Processing for more information). Select "Add Installers / Vendors" to add the chosen installers to this Implementation Item.