Manually Scheduling Jobs

You can schedule jobs manually in Optimise Schedule by dragging a job from the Job List to a slot in a resource's calendar.

Note the following when manually scheduling jobs in an Optimise Essential World:

• Use rosters and availability as a guide when scheduling, but you can still schedule jobs outside of a resource's availability.

• You can place multiple jobs in the same time slot side by side.

• You cannot pin jobs as this is Mendel-based functionality.

• Optimise Dashboard travel times will not be calculated, as this is a feature of using Optimise Enterprise with Mendel.

To schedule a job manually:

1. In WebAdmin select Optimise Schedule.

   The Worlds window appears.

2. Select a World.

   The Optimise Schedule window appears.

3. In the Job List, click and drag a job from the pile to a resource's Diary.

   

   If you have enabled Travel Time When Manually Scheduling in Optimise Schedule Settings, the calculated travel time is displayed when dragging the job to a resource.

   

   The travel time is based on straight line distances. It is calculated from the adjacent jobs on the schedule if possible; otherwise it is calculated from the resource's start and end locations. A warning is displayed if there is not enough time to travel between jobs.

4. If you are scheduling a job that requires further confirmation, a dialog appears. This dialog contains:

   • Scheduled time.

   • Any constraints requiring review.

   • Linked job information. If the job being scheduled has linked jobs, the dialog also displays:

     • Details of those linked jobs.

     • Their assigned resources (if applicable).

       

5. If required, review any constraints and select a reason code for overriding them.

6. Select Schedule Job .