Create a Job Card on Planner

PROCEDURE

1.Open the XBPLANNER.  

2. Click on Workshop Loading.   

3. Select a Date, Time and Bay from the calendar. The New Booking screen will open.  

4. Enter the asset reg number and click Save Booking.   

5. Click on the Job Cad Management.  

 

6. A new job card can be created.  

 

7. An existing Job card can be selected. Select the Job card and click on USE THIS JOB CARD. 

8. The job card is now assigned to the booking.  

9. The booking is confirmed on the scheduler. The Job number is visible in the top right-hand side of the booking when the Day view is selected.  

10. The Job Card is visible on the Job Cards list.