Moving reports and work packages on the Scheduler
Scheduled reports and work packages can be repositioned/moved directly on the Scheduler:
To move a report or work package:
- Drag and drop it onto the desired date-resource combination on the Scheduler.
Some data stored with the report or work package will change when it is moved.
User restrictions
By default, all users with the exception of guests are allowed to move reports and work packages. However, Administrators and System Administrators can implement a restriction at user level, preventing specific categories of user from moving reports.
To restrict report and work package movement at user level:
- Set Schedule Move Reports in the Application dialog to a value other than None.
For example, setting this property to Supervisor will prevent users who are supervisors and below (that is, engineers) from moving reports and work packages on the Scheduler.
Report status restrictions
Whether a report can be moved depends on its status:
- Completed reports (green icon) – CANNOT be moved.
- Not completed or overdue (white icon) and overdue (red icon) reports – CAN be moved.
Work package status restrictions
Normally, subject to user restrictions (see above), a work package can be moved on the calendar view, and any CCTV inspections or other tasks associated with it are moved at the same time.
However, by default, the work package will not be moved unless all the CCTV inspections or other tasks have:
- the same start and end time as the work package
- the same team leader as the work package
- not been completed
You can override the above restrictions, to allow work packages to be moved anyway.
To remove the restrictions on moving work packages:
- Set Enable Work Package Restrictions in the Application dialog to False.
