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Workload Management
WHAT IT IS

This is a feature that allows you to manage repair and custom job workloads with lead times and daily limits.

WHAT IT DOES

The Job Workload Management feature allows you to do the following:
  • Manage repair and custom job workloads.
  • Set job lead times.
  • Set and enforce daily limits to prevent overbooking too many jobs due for a particular day.
Job lead times are used to automatically suggest the ETA during the job intake at POS. If you have set daily limits, then the software will dynamically change the suggested ETA based on not exceeding these limits.

HOW IT WORKS

How to set up Job Workload Management:
To configure Job Workload Management settings:
  1. Click Administrative > Repair > Job Workload Management. The Settings window will appear.
  2. At the top, set the Repair and/or Custom Job Lead Times. This number of days will be used when suggesting ETA during the job intake.
  3. Next, use the drop-downs to select how lead times will be utilized:
  • Use Lead Time Only: Apply lead time when suggesting job ETA but do not enforce any daily limits.
  • Count Towards Daily Limit: Apply lead time when suggesting job ETA and enforce daily limits to prevent overbooking. There is an option to allow overrides.
  • No Lead Time or Daily Limit: Do not set lead times or enforce daily limits.
  1. If using Daily Limits, set them now. NOTE: Setting a limit of 0 will exclude that day from ever being used as an ETA date
  2. Review and set desired options:
  • Count Each Repair and Custom Job Task Individually: When enforcing daily limits, the software looks at each number of tasks instead of number of jobs. This requires that you set individual ETAs per job instead of one overall ETA.
  • On Intake Only--Require an Override: Check this to require associates have the permission “Add Job to a day that is already full” to override the daily limit when setting ETA manually.
  • Daily Limit Includes Repairs That Are Done Early: If unchecked, repairs will stop counting toward the daily limit once they are marked as done.
  1. Click Close to save your changes.

EXPAND YOUR EDGE EDUCATION

Ready to see more ways you can work with the Job Workload Management feature? Click the button below to launch the Edge User site and search Job Workload Management for information on how this feature works, plus a detailed tip sheet. Then continue to empower your business by checking out webinars, articles from The Edge Knowledgebase, and through discussions with fellow Edge users.

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