Schedule and field operations
Schedule work, assign people or crews, and use the Unscheduled and Unassigned lists
Place work on the calendar, assign resources, and correct scheduling conflicts or missing dates. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Scheduler, manager, company admin.
- Schedule-enabled Item Types
- project/work-item update access
- users or crews available
- valid schedule fields.
My Work → Schedule (#/jobboard); project → Schedule (#/sites/:id/v2?tab=schedule)
Schedule work, assign people or crews, and use the Unscheduled and Unassigned lists
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Open the workspace
In JobBuddy, go to My Work → Schedule (#/jobboard); project → Schedule (#/sites/:id/v2?tab=schedule).
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Confirm access and starting state
Schedule-enabled Item Types; project/work-item update access; users or crews available; valid schedule fields.
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Complete the main setup
Review calendar views, filters/settings, Unscheduled, Unassigned, new-item creation, drag/drop effects, crew versus person assignment, date/duration correction, and why an item can appear in more than one attention lane.
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Verify the result
Place work on the calendar, assign resources, and correct scheduling conflicts or missing dates.
Expected result: Place work on the calendar, assign resources, and correct scheduling conflicts or missing dates.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Schedule-enabled Item Types; project/work-item update access; users or crews available; valid schedule fields.
The result is incomplete or unexpected.
Drag/drop can change dates or assignments; filters can hide work; crew and individual assignments differ; duration and all-day rules can reject an update.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Place work on the calendar, assign resources, and correct scheduling conflicts or missing dates.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.