Planner Commands

Command

Function

(Create New)

  Repair Order

opens the Vehicle Selection page where you begin the process of creating an RO

  Fleet Sheet

opens the Fleet Sheet page where you can create a fleet sheet 

(Selected RO)

  Assign Work

opens the Assign Tech page where you can assign a technician or vendor to the RO

  Reschedule

opens the Reschedule page where you can reschedule the RO 

  Print

opens the RO in an Adobe Acrobat file where you can print it

  To Do List

opens the To Do List page for the selected unit

  Vehicle Info

opens the Vehicle Info page for the selected unit

  Unscheduled

opens the Unscheduled Job page where you can view unscheduled work for the selected unit

  Vehicle History

opens the Repair History page for the selected unit

  Record Labor

(Rolodex)

   Customer

opens the Customer Rolodex page where you can search for a customer

  Vendor

opens the Vendor Rolodex page where you can search for a vendor

  Location

opens the Location Rolodex page where you can search for a location

  Vehicle

opens the Vehicle Rolodex page where you can search for a vehicle

(Special)

  Planner View

opens the Planner View page where you designate the default appearance of the Planner page

  Review Finished

opens the Review Finished Repair Orders page where you can review the finished ROs

  Unapplied Labor

opens the Unapplied Labor page where you can record unapplied labor

  Paid Hours

opens the Paid Hours page where you can record paid hours for technicians

  Show Subs

opens the Subbed Units page where you can review the unit substitutions

  Setup System

opens the Shop Planner page where you can designate some of the default settings for the Planner page