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The purpose of the Due Date is to allow the ability to search and organize these planned jobs from the Planned Work report (WF). This overview can be run regularly by Shop Supervisors to determine work priority and plan/assign future jobs. The column header, “Due Date” can be applied to the report lookup as way to filter or organize the jobs:

Planned Work in Driver Reports

As driver reports are submitted in or through RTA (WDC), they can be found in the Review Driver Reports screen (WDD). Previously, the only options in this screen were to create a work order from the review line, or delete/close it. With the addition of Planned Work, users can now create work order line details on the review screen, but instead of converting the report into a work order line, they can place it automatically to the vehicle as a Planned Work line.

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