9,270
edits
Join the Power Platform Masterclass #2 starting April 23
Schedule Board: Difference between revisions
Jump to navigation
Jump to search
no edit summary
No edit summary |
|||
| Line 1: | Line 1: | ||
{{TOCRight}} | {{TOCRight}} | ||
'''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 | '''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, oversee the free resources, display the history of the performed tasks, filter resources by skill or territory, and much more. | ||
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). | 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). | ||
| Line 22: | Line 22: | ||
* The left pane lists the '''resources'''. Usually, these are the people responsible for a particular activity. | * The left pane lists the '''resources'''. Usually, these are the people responsible for a particular activity. | ||
* The central pane is where you schedule '''activities''', such as meetings, inspections, repairs, | * The central pane is where you schedule '''activities''', such as meetings, inspections, repairs, work order schedules, phone calls, etc. | ||
* The right pane lists the '''sources''', for example, your work orders or accounts. | * The right pane lists the '''sources''', for example, your work orders or accounts. | ||