Which jobs are ready
Auto-Schedule only looks at the Unassigned panel, the list on the right side of the board. A job counts as ready when:- Its status is In Queue, or
- Its status is Waiting on Parts, the parts ETA is today or earlier, and the slot is no earlier than the parts-ready hour (default 10:00 AM).
Run it
1
Go to the day you want to fill
Use the date button or the day chevrons in the top bar. You cannot run Auto-Schedule on a past day. If you try, a toast reads “Past days are read-only.”
2
Click Auto Schedule or press S
The amber Auto Schedule button is in the top bar. If the Unassigned panel is empty, a toast reads “Nothing to auto-schedule. Unassigned is empty.”
3
Read the confirm dialog
The dialog is titled “Run Auto-Schedule?” and reads: “For [Wed, Aug 12], BayBoard places Unassigned jobs into open capacity. It never moves a job already on the board. Anything that does not fit stays in Unassigned.”
4
Click Auto-Schedule
A progress panel titled “Auto-Scheduler” shows “Reviewing [N] unassigned jobs…” and walks through five steps: Reading the day’s capacity, Checking hard requirements, Weighing your scheduling priorities, Finding the best fit for each job, and Setting aside what will not fit.
5
Read the result
A toast reports the outcome in one of three forms:
- “[n] scheduled, [m] still in Unassigned”
- “[n] jobs scheduled”
- “Nothing to schedule. No Unassigned job was ready to place.”
Jobs that did not fit
A job that stays in Unassigned gets an amber chip that reads “Didn’t fit:” followed by a reason.
Service Advisors see “no open capacity” in place of “no qualified tech”. The chip clears when the job is edited or the next run happens.
Undo a run
The result toast has an Undo action. Undo moves the placed jobs back to Unassigned and reports one of:- “Undid [n] jobs”
- “Undid [n] of [total] · [m] were changed since the run” when some placed jobs were edited or moved after the run
- “Nothing to undo. Every job changed since the run.”