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Schedule Board: Difference between revisions
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Alternatively, the schedule board can be launched from the app. First, use Woodford to edit an app project and add the schedule board to your [[home screen]]. | Alternatively, the schedule board can be launched from the app. First, use Woodford to edit an app project and add the schedule board to your [[home screen]]. | ||
[[File:Schedule board.png|600px]] | [[File:Schedule board.png|600px|alt=Schedule Board main screen]] | ||
* The '''resource pane''' on the left lists the resources. Usually, these are the people responsible for a particular activity. | * The '''resource pane''' on the left lists the resources. Usually, these are the people responsible for a particular activity. | ||
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You can change the displayed date range on the timetable using controls in the top right corner. The selected range is then displayed in the center of the top row. | You can change the displayed date range on the timetable using controls in the top right corner. The selected range is then displayed in the center of the top row. | ||
[[File:Set up your timetable.png]] | [[File:Set up your timetable.png|alt=timetable settings in Schedule Board]] | ||
; Map / table view | ; Map / table view | ||
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You can display tasks and resources on a map. You can only display one day at a time. Use the button in the top row to toggle between the map view and the table view. | You can display tasks and resources on a map. You can only display one day at a time. Use the button in the top row to toggle between the map view and the table view. | ||
[[File:Schedule board map view.png|600px]] | [[File:Schedule board map view.png|600px|alt=Map view in Schedule Board]] | ||
Use the following functions to control what sources and resources are displayed on the map: | Use the following functions to control what sources and resources are displayed on the map: | ||
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Hover over a task on the timetable to display task details. | Hover over a task on the timetable to display task details. | ||
[[File:Schedule board popup menu.png]] [[File:Schedule board popup menu edit.png]] | [[File:Schedule board popup menu.png|alt=task details on hover in Schedule Board]] [[File:Schedule board popup menu edit.png|alt=editing task details on hover in Schedule Board]] | ||
As long as the task is still in the "planned" (*) status, you can click '''Edit''' and update the task details. For tasks with a later status, you can always click '''Open Form''' to display the full entity form of the task. | As long as the task is still in the "planned" (*) status, you can click '''Edit''' and update the task details. For tasks with a later status, you can always click '''Open Form''' to display the full entity form of the task. | ||
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If you enable limits on frequent visits on the [[Schedule_Board#Source|Source tab]] of Woodford configuration, the schedule board will enforce additional restrictions on how often can you schedule activities for a particular source. | If you enable limits on frequent visits on the [[Schedule_Board#Source|Source tab]] of Woodford configuration, the schedule board will enforce additional restrictions on how often can you schedule activities for a particular source. | ||
* Only the activities currently displayed on your schedule board are considered when controlling the frequency. Consider switching to the "6 Weeks" view, particularly if you're using a frequency of multiple weeks.<br>[[File:Schedule board frequent visit limits.png|600px]] | * Only the activities currently displayed on your schedule board are considered when controlling the frequency. Consider switching to the "6 Weeks" view, particularly if you're using a frequency of multiple weeks.<br>[[File:Schedule board frequent visit limits.png|600px|alt=Limit frequent visits in Schedule Board]] | ||
* The gray oval number in the source pane shows the number of activities of the respective source currently displayed on the timetable.<br>[[File:Number of activities.png]] | * The gray oval number in the source pane shows the number of activities of the respective source currently displayed on the timetable.<br>[[File:Number of activities.png|alt=gray oval number in the source pane shows the number of activities of the source displayed on the timetable]] | ||
=== Preferred time window === | === Preferred time window === | ||
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If you enable the preferred time window on the [[Schedule_Board#Source|Source tab]] of Woodford configuration, the schedule board will enforce additional restrictions on when you can schedule a source. | If you enable the preferred time window on the [[Schedule_Board#Source|Source tab]] of Woodford configuration, the schedule board will enforce additional restrictions on when you can schedule a source. | ||
[[File:Time window.png]] | [[File:Time window.png|alt=preferred time window in the Schedule Board]] | ||
The preferred window is defined for each source separately. You can also decide only to configure the end date or the start date; this would mean that the source (work order) can be scheduled at any point after the start date or before the end date. | The preferred window is defined for each source separately. You can also decide only to configure the end date or the start date; this would mean that the source (work order) can be scheduled at any point after the start date or before the end date. | ||
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The resource pane is displayed on the left side of the schedule board. It lists the resources. Usually, these are the people responsible for a particular activity, taken for example from the user entity or a dedicated resource entity. | The resource pane is displayed on the left side of the schedule board. It lists the resources. Usually, these are the people responsible for a particular activity, taken for example from the user entity or a dedicated resource entity. | ||
[[File:Resource pane.png]] | [[File:Resource pane.png|alt=Resource pane in Schedule Board]] | ||
You can see how busy a particular resource is by looking at the time and percentage in the bottom right corner. 100% indicates that the resource is fully booked for the time currently displayed on the timetable. | You can see how busy a particular resource is by looking at the time and percentage in the bottom right corner. 100% indicates that the resource is fully booked for the time currently displayed on the timetable. | ||
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This feature is available when at least one filtering option is enabled in Woodford ([[Schedule_Board#Resource|Resource tab]]). In the Schedule Board, use the filter button to manage effective filters. Only criteria enabled in Woodford are displayed. | This feature is available when at least one filtering option is enabled in Woodford ([[Schedule_Board#Resource|Resource tab]]). In the Schedule Board, use the filter button to manage effective filters. Only criteria enabled in Woodford are displayed. | ||
[[File:Resource filtering.png|400px]] | [[File:Resource filtering.png|400px|alt=Resource pane in Schedule Board, with filtering]] | ||
* The option "Skills" filters out resources that do not have at least one skill required by the selected source. | * The option "Skills" filters out resources that do not have at least one skill required by the selected source. | ||
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* '''Use live location data''' must be enabled and properly set up on the [[Schedule_Board#Resource|Resource tab]] in Schedule Board configuration in Woodford. | * '''Use live location data''' must be enabled and properly set up on the [[Schedule_Board#Resource|Resource tab]] in Schedule Board configuration in Woodford. | ||
Then, the '''Live''' toggle [[File:Live button.png]] appears in the top row of the Schedule Board. If the resource has recent location data available (not older than 1 hour), live location is used to calculate the distance to the selected source. If the live location is unavailable, fallback locations are used (in the following order): | Then, the '''Live''' toggle [[File:Live button.png|alt=live button in Schedule Board]] appears in the top row of the Schedule Board. If the resource has recent location data available (not older than 1 hour), live location is used to calculate the distance to the selected source. If the live location is unavailable, fallback locations are used (in the following order): | ||
* Location of the resource's current assignment | * Location of the resource's current assignment | ||
* Location of the resource's previous or next assignment if within 1 hour of the current time | * Location of the resource's previous or next assignment if within 1 hour of the current time | ||
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If you're using the feature to limit frequent visits to one account or location, the bottom right corner shows the number of activities of the respective source currently displayed on the timetable. | If you're using the feature to limit frequent visits to one account or location, the bottom right corner shows the number of activities of the respective source currently displayed on the timetable. | ||
[[File:Source pane.png]] | [[File:Source pane.png|alt=Source pane in Schedule Board]] | ||
The search bar above the list allows you to filter sources. Alternatively, you can filter sources by skill or territory on the settings pane. | The search bar above the list allows you to filter sources. Alternatively, you can filter sources by skill or territory on the settings pane. | ||
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== Review your key performance indicators == | == Review your key performance indicators == | ||
Key performance indicators are displayed in the bottom right corner. They offer summary information about | Key performance indicators are displayed in the bottom right corner. They offer summary information about the currently displayed tasks. When you change the date range, the values are recalculated. | ||
* Total scheduled time | * Total scheduled time | ||
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== Customize your schedule board == | == Customize your schedule board == | ||
[[File:Schedule board settings.png|thumb|right|250px]] | [[File:Schedule board settings.png|thumb|right|250px|alt=Schedule Board settings pane]] | ||
Click the cogwheel button in the top right corner to show or hide schedule board settings. Modify the options as needed, your changes are saved automatically. | Click the cogwheel button in the top right corner to show or hide schedule board settings. Modify the options as needed, your changes are saved automatically. | ||
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=== Define custom views === | === Define custom views === | ||
Select which | Select which entity view defined in Woodford is used in the schedule board for the Scheduled Task View (the timetable). | ||
=== Timetable settings === | === Timetable settings === | ||
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; Show weekends: Clear if you don't need show weekends. | ; Show weekends: Clear if you don't need show weekends. | ||
; Show status legend: Display information about colors and corresponding task status at the bottom of the screen. | ; Show status legend: Display information about colors and corresponding task status at the bottom of the screen. | ||
; Rounded minutes: <!-- Select how the automatic scheduling should rounded times, from the full hours down to 1 minute intervals. This also affects the accuracy that can be set when editing task properties.--> Select how accurately can you specify time when editing task properties. | ; Rounded minutes: <!-- Select how the automatic scheduling should rounded times, from the full hours down to 1-minute intervals. This also affects the accuracy that can be set when editing task properties.--> Select how accurately can you specify time when editing task properties. | ||
; Manual drag interval: Select rounding when you're manually dragging tasks. | ; Manual drag interval: Select rounding when you're manually dragging tasks. | ||
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; Calculate travel when dropped | ; Calculate travel when dropped | ||
: If enabled, the schedule board computes travel duration to surrounding tasks and displays a warning if there's not enough time. This function requires that the fields '''Incoming Travel Duration''' and '''Outgoing Travel Duration''' are mapped on the [[Schedule_Board#Activity|'''Activity''' tab]]. Travel time is also visualized on the timetable.<br>[[File:Travel time displayed.png]] | : If enabled, the schedule board computes travel duration to surrounding tasks and displays a warning if there's not enough time. This function requires that the fields '''Incoming Travel Duration''' and '''Outgoing Travel Duration''' are mapped on the [[Schedule_Board#Activity|'''Activity''' tab]]. Travel time is also visualized on the timetable.<br>[[File:Travel time displayed.png|alt=Schedule board with travel times enabled]] | ||
<!-- | <!-- | ||
; Auto-schedule options | ; Auto-schedule options | ||