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Schedule Board: Difference between revisions
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'''Schedule Board''', also called '''Scheduler''', is one of the main components of [[Resco Routes]] and [[Resco Inspections]]. It provides a drag-and-drop interface for managing the people working in the field. You can schedule tasks for each resource manually, oversee the free resources, display the history of the performed tasks, filter resources by skill or territory, or you can let the app manage and optimize tasks automatically. | '''Schedule Board''', also called '''Scheduler''', is one of the main components of [[Resco Routes]] and [[Resco Inspections]]. It provides a drag-and-drop interface for managing the people working in the field. You can schedule tasks for each resource manually, oversee the free resources, display the history of the performed tasks, filter resources by skill or territory, or you can let the app manage and optimize tasks automatically. | ||
Schedule Board is best used on larger screens. You can launch it from your backend in your computer's browser, or it can be embedded into Resco mobile apps for users with the role schedule manager (again, we recommend using a mobile device with larger screen, such as a tablet, or use the Windows version of the app on your computer). | |||
See also: https://www.resco.net/field-service-guide/ | See also: https://www.resco.net/field-service-guide/ | ||
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== Key features == | == Key features == | ||
* Web-based tool with drag-and-drop interface to plan and distribute appointments and tasks to staff in the field | * Web-based tool with drag-and-drop interface to plan and distribute appointments and tasks to staff in the field | ||
* Notifications about exceptional events – delays, | * Notifications about exceptional events – delays, canceled visits, etc. | ||
* Tracking real-time progress – if anyone will be finishing sooner than originally expected, the manager can re-assign jobs to balance workloads throughout the day | * Tracking real-time progress – if anyone will be finishing sooner than originally expected, the manager can re-assign jobs to balance workloads throughout the day | ||
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* From Dynamics: Log in to Dynamics and go to '''Settings > MobileCRM > Inspections''', then select '''Scheduler'''. | * From Dynamics: Log in to Dynamics and go to '''Settings > MobileCRM > Inspections''', then select '''Scheduler'''. | ||
Alternatively, schedule board can be launched from the app. First, use Woodford to edit an app project and add the | 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]] | ||
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When you launch the schedule board from the server, you might encounter the error: ''Mobile project has no Scheduler configured. Contact System Admin.'' | When you launch the schedule board from the server, you might encounter the error: ''Mobile project has no Scheduler configured. Contact System Admin.'' | ||
Schedule board is only available to user who is granted a specific project, created from the Schedule Manager project template. Create a project from this template, assign it the user’s security role and make sure the project has the highest priority among projects available for the user’s security roles, and then the user can open the schedule board. | |||
If this does not help, make sure that the | If this does not help, make sure that the schedule board in Woodford has the name '''Default'''. | ||
== Set up your timetable == | == Set up your timetable == | ||
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== Schedule tasks == | == Schedule tasks == | ||
You can schedule tasks manually, or you can let | You can schedule tasks manually, or you can let schedule board to optimize tasks automatically. | ||
=== Manual scheduling === | === Manual scheduling === | ||
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=== Violations === | === Violations === | ||
Violations are pointed out when the | Violations are pointed out when the Schedule board detects that a task violates a rule. The following rules are checked: | ||
* Resource Availability: A task must have a gap of at least [travel to] minutes from the previous location and [travel from] minutes to the next location. | * Resource Availability: A task must have a gap of at least [travel to] minutes from the previous location and [travel from] minutes to the next location. | ||
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* Risks – number of unscheduled tasks in jeopardy (because the due date for scheduling is close) | * Risks – number of unscheduled tasks in jeopardy (because the due date for scheduling is close) | ||
== Customize your | == Customize your schedule board == | ||
[[File:Schedule board settings.png|thumb|right|302px]] | [[File:Schedule board settings.png|thumb|right|302px]] | ||
Click the hamburger 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 hamburger 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 views defined in Woodford is used in the | Select which of the entity views defined in Woodford is used in the schedule board for: | ||
* Scheduled Task View | * Scheduled Task View | ||
* Source (Unscheduled Task) View | * Source (Unscheduled Task) View | ||
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=== Timetable settings === | === Timetable settings === | ||
; Working hours: Restrict the time interval that should be displayed | ; Working hours: Restrict the time interval that should be displayed on the schedule board and available for tasks. | ||
; Show completed or canceled tasks: Clear to hide completed and canceled tasks. | ; Show completed or canceled tasks: Clear to hide completed and canceled tasks. | ||
; Show weekends: Clear if you don't need show weekends. | ; Show weekends: Clear if you don't need show weekends. | ||
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=== Filter skills and territories === | === Filter skills and territories === | ||
If you enabled skills and territories in Woodford ( | If you enabled skills and territories in Woodford (schedule board configuration, Resource tab), you can now filter your available resources by skill or territory. | ||
Lists on both tabs support multi-selection; you can select one or more options. If you don't want to filter by skills or territories, select '''All'''. | Lists on both tabs support multi-selection; you can select one or more options. If you don't want to filter by skills or territories, select '''All'''. | ||
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=== Drag & drop scheduling === | === Drag & drop scheduling === | ||
; Drag and drop behavior: Select what happens when you drag a task onto the time table: | ; Drag and drop behavior: Select what happens when you drag a task onto the time table: Schedule board can either accept your choice of time slot and resource, accept your resource but optimize time slots (reorder tasks if practical), or fully optimize tasks for all resources. | ||
; Auto-schedule options | ; Auto-schedule options | ||
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== Configure in Woodford == | == Configure in Woodford == | ||
Administrators can use the [[Woodford]] tool for additional customization of the | Administrators can use the [[Woodford]] tool for additional customization of the schedule board. You can set this up for each app project; select '''PIM > Scheduler''' from the '''Project''' menu. | ||
You can create multiple schedule boards. Only one schedule board can be started from the backend (called "Default"), but you can add the other schedule boards to the [[home screen]] of your app and launch them from there. | You can create multiple schedule boards. Only one schedule board can be started from the backend (called "Default"), but you can add the other schedule boards to the [[home screen]] of your app and launch them from there. | ||