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The Schedule gives admins a weekly planning surface for work orders. Draft placement stays unpublished until you review and publish it, so several related changes can move to the team together. Schedule access and publishing require an admin role.

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Understand the board

  • Unscheduled contains Open, On Hold, and In Progress work orders without a Scheduled Start.
  • Technician rows show scheduled work by day and time.
  • Capacity compares scheduled estimated hours with each user’s configured working hours and working days. Canary marks a row Over capacity when allocation exceeds that capacity.
  • Today, Previous week, and Next week move through the calendar.
The work order’s Due Date remains its completion target. Scheduled Start and Estimated hours define its place and size on the planning board.

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Schedule a work order

  1. Open Schedule.
  2. Find the work order under Unscheduled.
  3. Drag it onto a technician’s day, or open it to use the schedule editor.
  4. Set Date, Start time, Technician, and Estimated hours.
  5. Select Save draft.
  6. Repeat for the other work you want to plan.
  7. Select Publish 1 change or Publish n changes.
  8. Review the changes and select Publish.
Dragging a scheduled work order to Unscheduled, or selecting Unschedule in the editor, creates an unschedule draft. Select Discard to clear all unpublished changes.

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Explain schedule changes

A first-time schedule needs no reason. Rescheduling or unscheduling existing work requires one of these reasons:
  • Parts unavailable
  • Priority change
  • Sick or PTO
  • Weather
  • Equipment access
  • Other
Add a Note (optional) when the reason needs more context.

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What publishing records

For every applied work order, Canary records:
  • schedule, reschedule, or unschedule;
  • publisher and published time;
  • selected reason and note;
  • previous and new Scheduled Start;
  • previous and new technician assignment; and
  • previous and new Estimated hours.
Publishing updates the work order, adds a corresponding event to its Activity, and starts schedule notifications for the affected assignees.

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Resolve concurrent changes

If a work order changed after you began planning, Canary leaves that draft unapplied and shows Some changes couldn’t be applied.
  • Choose Use mine to refresh the draft against the latest version and publish it again.
  • Choose Use server to discard your draft for that work order and keep the current work-order values.
Other work orders in the same publish batch can still apply successfully. Review the remaining change count before publishing again.