---
title: Weekly Schedule
description: Weekly Schedule Tab
---

[![Logo-1](https://www.getsockeye.com/hubfs/Logo-1.png "Logo-1")](https://www.getsockeye.com)

# Weekly Schedule

 Generates a Weekly Schedule at the Craft level

Weekly Schedule tab gives the ability to generate a weekly schedule, view pending work order and designate certain days of the week for their completion. In this tab, the user can also see the number of Available Hrs. used in order to track productivity.

 

![Sockeye Navigation Tabs](https://www.getsockeye.com/hubfs/Sockeye%20Navigation%20Tabs.png)

The primary goal at the weekly level is to assign work at a craft level.

 

## ![User-Guide](https://www.getsockeye.com/hubfs/Support%20tab%20/Support%20Details/User-Guide.png)USER GUIDES:

---

- [Weekly Schedule User Guide](https://441919.hs-sites.com/hubfs/Support%20tab%20/Weekly%20Scheduling/3%20-%20Weekly%20Schedules%2c%20Rev11.1.pdf)
- [Quick Reference Guide](https://441919.hs-sites.com/hubfs/Support%20tab%20/Setup/Sockeye%20Quick%20Reference%20.pdf)
- Weekly Scheduling Process in Sockeye

## ![Video](https://www.getsockeye.com/hubfs/Support%20tab%20/Support%20Details/Video.png)VIDEOS:

---

## Overview

|  |  |  |
| --- | --- | --- |
| [Group By](https://youtu.be/KzF7beeNxmw) | [Split Pane](https://youtu.be/8Wh-0zvig5I) | [Adjust Backlog Section](https://youtu.be/34Pg_U62EHs)  |
|  |  |  |
|  [Viewable Fields](https://youtu.be/Vr7QDA4Xvrg) |  [Search Fields](https://youtu.be/3Cnu9EVnmDM) |  [Sort Fields](https://youtu.be/e6qUg7SopMQ) |
|  |   |   |
| [Backlog](https://youtu.be/oXN-SfDemQo) |   |   |

## Import Work Orders

|  |  |   |
| --- | --- | --- |
| [Excel Import](https://youtu.be/qF706O39ans) | [Import by Read Integration](https://youtu.be/RvPSGDqpLFY) |   |

 

## Scheduling Work Orders

|  |  |  |
| --- | --- | --- |
| [Adding Multiple Work Orders](https://youtu.be/lD7JlQNJX_k) | [Assign Work to a Day](https://youtu.be/QjEmBBIeJjc) | [Assign by Work Order Number](https://youtu.be/bZ3cSZ39jo4) |
|  |   |   |
| [Automatically Schedule](https://youtu.be/dwxGC0L7Fa8) |   |   |

 

## Updating or Adjusting Weekly Schedule

|  |  |  |
| --- | --- | --- |
| [Adjust the Assigned Day](https://youtu.be/NNpltc8kTi4) | [Update Hours](https://youtu.be/T06QJjdVJYQ) | [Drag & Drop Work Prioritization](https://youtu.be/GhSmg4oY_t4) |
|  |  |   |
| [Add Work from a Different Team](https://youtu.be/SHiEPMdrXjs) | [Remove Work from Schedule](https://youtu.be/WGqMRv6YEk8) |   |

 

## Task Details

|  |  |   |
| --- | --- | --- |
| [View Task Details](https://youtu.be/xymM4U24YIQ) | [Schedule Tab](https://youtu.be/uoicG7h2klU) |   |

## More

|   |  |  |
| --- | --- | --- |
| [Move or Copy Schedules](https://441919.hs-sites.com/support/feature/movework) | [Copy Work Order Numbers to Clipboard](https://youtu.be/N-DRokquiyw) | [Copy Scheduled Numbers to a Clipboard](https://youtu.be/CqiDCHVjrro) |
|  |   |   |
| [Close Weekly Schedule](https://youtu.be/rv7L2juSlNY) |   |   |

 

## Crew Utilization

|  |  |  |
| --- | --- | --- |
| [% of Available Hours Used](https://youtu.be/Aks9bzMr5EE) | [Individual Craft Utilization](https://youtu.be/6azmB0vselE) | [Over Scheduling Resources](https://youtu.be/QIP0Nzh0u98)  |

## Schedule Compliance

|  |  |  |
| --- | --- | --- |
| [Commit Weekly Schedule](https://youtu.be/zHFAehes_N0) | [Uncommit Weekly Schedule](https://youtu.be/exSmY8CkcVI) | [Manually Complete a Work Order](https://youtu.be/1oJMMa-fLrQ) |
|  |  |  |
| [Auto Complete Work Through CMMS](https://youtu.be/Tyots1gcz_4) | [Add Schedule Breaker](https://youtu.be/CBpJJUEQhu4) | [Identify Removed Work Orders](https://youtu.be/FKWHvqsYmn0) |
|  |  |   |
| [Review Weekly Metrics](https://youtu.be/nxI88USDeZw) | [Group By Schedule Compliance](https://youtu.be/mmgIe91pgoo) |   |

 

## ![Added-Features](https://www.getsockeye.com/hubfs/Added-Features.png)OPTIONAL FEATURES:

---

- [Alerts](https://441919.hs-sites.com/support/feature/alerts) - Identify which tasks may need attention.
- [Close Weekly Schedule](https://441919.hs-sites.com/support/kpi/close) - Manually update to manage and update specific fields in Sockeye for customized KPI Calculations for a team.
- [Delay Codes](https://441919.hs-sites.com/support/feature/delaycode) - Provides insight as to why work was not completed.
- [Hourly Scheduling](https://441919.hs-sites.com/support/feature/hourly) - Workload balancing for trades personal at an hourly level.
- [Maintenance Plan Assignment](https://441919.hs-sites.com/support/feature/maintplan) - Allows resource assignment to a single or multiple Maintenance Plan(s).
- [Move or Copy Schedules](https://441919.hs-sites.com/support/feature/movework) - Reassign work to a different week or team.
- [Timings or Timing Patterns ](https://441919.hs-sites.com/support/feature/timings)- Work has been identified to be completed during a specific period throughout the day.

## ![Trouble-Shooting](https://www.getsockeye.com/hubfs/Support%20tab%20/Support%20Details/Trouble-Shooting.png)TROUBLE SHOOTING:

---

- [Excel Import Error](https://youtu.be/KhnoR68jOFo) -  
    1. The spreadsheet must be a .xls or .xlsx file.
    2. Single tab, all data details need to be in one tab.
    3. Missing fields.
- Work order not available to schedule 
    1. [Backlog Criteria ](https://youtu.be/rmcqfmu0fvw)- Work was filtered out due to requirements.
    2. [Find Task](https://441919.hs-sites.com/support/feature/findtask) - Work may be scheduled under a different team.

## ![Tips-and-Tricks](https://www.getsockeye.com/hubfs/Support%20tab%20/Support%20Details/Tips-and-Tricks.png)TIPS AND TRICKS:

---

- [Click on any field under the backlog section and they will sort in numerical or alphabetical order.](https://youtu.be/e6qUg7SopMQ)
- Utilize the filters on the left hand side of the screen this will help with large backlogs.
- [Use 'Group By' filter to identify Committed vs. Reactive work.](https://youtu.be/mmgIe91pgoo)

## ![Email](https://www.getsockeye.com/hubfs/Email.png)CONTACT SUPPORT:

---

Reach out to a Sockeye Representative  
email: [support@getsockeye.com](mailto:support@getsockeye.com) 

 

*The team at Sockeye continues to grow based on our customers requests. As we try to meet these requests we are updating documents with the latest date and revision for reference.*

# Schedule the right maintenance at the right time.

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