You are on page 1of 3

SCHEDULER

Scheduling Steps Quick Guide


1. Log in and click straight to the resource tab, type in your Department, and press enter. This will give you a list of work that pertains
to your department and can now be scheduled by you. You can also filter more work out by entering a specific route in the next
column.

2. You can either go down the list and select


specific work orders or filter down by entering a
specific route.

3. Once you have selected all necessary work orders for a person, click the Add Instances
icon (
) and the Add Resource Instances box will open up

a.Enter Last Name and press enter


b.Find the correct person, select the check box
c. Press Add Selected button

a.
b.

Check to select

c.

Each work order will now show the person


assigned. Each of these can be selected and
removed with the trash icon if someone else is
needed to do the job.

4. With the work orders still selected, click the Show Work
Orders icon (
). Here we can change dates, Change the
Status to Released, then post the work to Oracle (See other
side)

FLIP OVER

SCHEDULER

Scheduling Steps Quick Guide (flip side)


5. With the work orders now showing on the Work Order tab, select each work order and:
a. Choose a start date to schedule it to and check the box
b. Click the Schedule button
c. Click the Edit Work Order icon ( )
and a box will open up.
d. Select the status box and enter
Released.
e. Click the Save button
Reminder The person the work is
assigned to will not see it in Ventureforth
until the status is in Released

a.
b.

c.

d.
e.
6. Reselect Work Orders that are ready to be posted to Oracle and click the post to Oracle Icon (

). Do not mistake with the Work Done icon(

7. An alert will pop up telling you that you are about to post work orders to Oracle. Click OK to continue and the work is now scheduled. Repeat the
process for each person. You can schedule all at once, or just a few each day, week, or month, depending on your preference. Keep in mind the
original due date to keep work on schedule.

SCHEDULER

FIRST TIME SETUP STEPS


1. Log into Viziya Scheduler (T7)
http://hou-viziya-d1/scheduler/login.aspx
a. Login and Password are same as Oracle (May be old password if it has been awhile since T7 refresh)
2. Click the Resource Tab

3. Click the Columns Manager icon (


)
4. Match the setup below (Both column order and width entry, note the percent sign missing on some, this is important
as it causes extended columns to word wrap):

After logging in from this point on, click straight to the resource tab, type in your Department, and press enter. This will give you a list
of work that pertains to your department and can now be scheduled by you.