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 the the currently displayed tasks. When you change the date range, the values are recalculated.
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 of the entity view defined in Woodford is used in the schedule board for the Scheduled Task View (the timetable).
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

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