The scheduling screens allow for a Task to be “called” and a number of other actions related to the scheduling process. This basic screen has several tabs, which contain information about the task. To successfully schedule a task, both a Trade or Supplier and a Plan date must be selected.
Base Menu - Schedule Task
Side Tab – Details
The body of the Schedule Detail screen shows a Supplier if already determined by the template or from Purchase Order matching. If no Supplier is shown then one must be selected by clicking find Supplier. A list of suppliers that are relevant to the task decided by cost code and region will be shown and one from this list must be chosen. For supplier selection screen, see section
The standard contact method for the selected supplier is detailed in the Contact: box. This may be changed by using the down arrow if there is an alternative contact method available and required to be used.
Plan Date The date that the trade must commence or a supplier provide goods. Also known as Scheduled date.
Due Date: Only used if the estimated completion date is going to be significantly different than the Date Planned, plus the standard duration of the task.
The ancillary detail under the date selections gives the Lead Time (eg the notice period in working days), Duration in working days and the Estimated Start date for the task.
The next box details the nature of the message. i.e.
• Send message as normal – this is the default so that the call out message is scheduled to go at the standard times
• Send urgent message – this indicates that the call out message is to go out immediately after synchronization.
• Call & Confirm – indicates that a confirmation is required before the task is fully scheduled. This requires the task to be set up as allowing call & confirm processing.
Side Tab – Linked
The Linked Tab displays the tasks linked to the chosen work item. Linked tasks are tasks that have a scheduling relationship to the selected task.
To schedule these tasks along with the key task, tick them. Tasks with suppliers will then be scheduled based on the rules set up in the standard call sheet.
Any task without a supplier that is ticked will be presented for supplier selection when the Base Menu option Schedule is clicked.
The linked tasks will already be ticked if the planned date is entered in the Detail screen prior to entering this screen.
If the linked task is not required to be scheduled at this stage, then by removing the tick it will be ignored for scheduling at this stage and the task must be scheduled independently as if it was a free task.
The Linked Docs tab will allow you to link documents to the Callup. Eg. if you want to add a plan or addenda to a callup.
Side Tab – Supervisor Notes
The Supervisor Notes Tab allows notes to be recorded for a task. To save a note, click the Save Notes button. After Synchronization, these notes they will appear in ClickHome System as an internal note attached to the task. It will not be seen by the supplier or client.
Side Tab – Instructions
The Instructions tab shows the standard trade instructions and allows special instructions to be included in the call out sent to the supplier. The top box is the standard instructions that are provided for the call out and the lower box is where any special instructions can be added by the supervisor.
To assist in adding special instructions to the task, click on Find Template for speed selection window appears. Click any standard comment and modify as required with the keyboard or by Voice.
Base Menu – View POs
If there are Purchase Orders associated to the task because PO matching is in place, the Base Menu option POs will show a list of the purchase orders referenced to this task. Click on a purchase order number and the details are displayed.
Base Menu – Docs & Photos
Base Menu – Inspections
Base Menu – Requisitions
It is possible to implement a process of Requisitions or ETS (Extra to Schedule).
Base Menu - Issues