How to Bulk Schedule in Scheduler

Step-by-step instructions

1. 
   Step 1

   Open the Bulk Schedule feature in the Calendar to begin scheduling multiple work items at once.

2. 
   Step 2

   Filter the list by work item type, then select all jobs, codes, tasks, and project tasks you want to schedule.

3. 
   Step 3

   Click Next to proceed. The post-center view indicates whether an item is a job, code, task, or project task.

4. 
   Step 4

   Select a technician from the available list, then click Next.

5. 
   Step 5

   Adjust the scheduled time for each work item as needed, then click Next.

6. 
   Step 6

   Click Next to generate the schedule. The schedule will display items starting from your office location and routing to each subsequent job.

7. 
   Step 7

   Review the generated schedule in the calendar view. Jobs and codes display without a post-center view, while tasks and project tasks include this indicator.

8. 
   Step 8

   Click Next to finalize the schedule. Select any additional work items you want to add, then click Next again.

9. 
   Step 9

   Click Schedule to confirm. Your bulk schedule is now saved in the Calendar.