Dental Lab Customer & Production Management

Workload Scheduling Setup

Workload Scheduling Setup

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Workload Scheduling Setup

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Prerequisites:

 

In addition to the setup required to run the Load Scheduling Assignment, it is important that the proper prerequisites are configured.  

There are ca se schedule options and Global Settings to configure production tasks, product schedules.

In the Case Scheduling tab of the Case Options under Global Settings, select the option for ‘Enable case scheduling’ and configure the appropriate settings.

In the Products & Tasks Lists under Global Settings, the Production Tasks is the area where the master list or library of tasks is defined. Once the master list of tasks is defined, each individual product schedule must be defined under the Product Tasks tab of the Products maintenance. All of these areas must be configured in order for tasks to schedule on cases that are entered.  

In the Case Statuses section of the Global Settings, there is a new checkbox option that must be checked on any Case Status your lab will need Load Scheduling to consider. This will ensure that Load Scheduling will schedule tasks from cases that have a status marked For Load Schedule.

V12 - Laboratory Lists - Case Statuses

Case Statuses

Please note: When the MTS Support Team upgrades your installation, the option for Load Schedule will automatically mark In Production status for Load Schedule.

All of these areas must be configured in order for tasks to schedule on cases that are entered.

 

hmtoggle_arrow1Global Settings
hmtoggle_arrow1Case Schedule Compression
hmtoggle_arrow1Scheduling Conflict Alert
hmtoggle_arrow1Equipment
hmtoggle_arrow1Lab Hours
hmtoggle_arrow1Teams
hmtoggle_arrow1Production Tasks
hmtoggle_arrow1Production Task Capacity
hmtoggle_arrow1Employees
hmtoggle_arrow1Customer Settings
hmtoggle_arrow1Manual (Custom) Assignment Changes
hmtoggle_arrow1Manually Scheduling/Rescheduling Cases
hmtoggle_arrow1Load Schedule Assignment Readiness
hmtoggle_arrow1Automated Services
hmtoggle_arrow1Load Schedule Dashboard
hmtoggle_arrow1Load Schedule View
hmtoggle_arrow1Load Scheduling Reports