Open a Job Card (from the Weekly Schedule Subgrid)

Use the Weekly Schedule submodule to open a job card.

To use the Weekly Schedule submodule, you must have access to Scheduling as defined in the User Access Rights submodule under Settings.

To open a job card:

  1. On the main toolbar, click Scheduling .
  2. On the side toolbar of the Scheduling screen, click Schedule Overview > Weekly Schedule.
  3. Apply filters to resource data.
    1. On the grid toolbar, click Filter .
    2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When selected or cleared, the filters are applied automatically.
  4. In the grid, select a resource, and click Show Booking Details .
    WorkBook displays the booking details subgrid.
  5. In the subgrid, hover your mouse over a job cell and click Open Job Card .
    Alternatively, double-click a job.
    Workbook displays the job card in a floating window.