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Schedule Board (view source)

Revision as of 09:41, 13 January 2022

1,186 bytes removed ,  13 January 2022
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== Schedule tasks ==
== Schedule tasks ==


You can schedule tasks manually, or you can let schedule board to optimize tasks automatically.
To schedule a task, select a task from the source pane and drag it to the timetable. Some rows might be grayed out; those resources don't have the required skills to perform the task or do not operate in the required territory.


=== Manual scheduling ===
You can double-click any task on the source pane to display its properties. The properties are organized into several tabs. You can edit the fields as long as the status of the task is ''planned''.
 
To plan a task manually, select a task and drag it to the timetable. Some rows might be grayed out; those resources don't have the required skills to perform the task or do not operate in the required territory.
 
Alternatively, you can double-click any task to display its properties. The properties are organized into several tabs. You can edit the fields as long as the status of the task is ''planned''.
 
=== Automatic scheduling ===
 
To let the application schedule tasks for you, click '''Auto-schedule''' and select one of the options:
* Optimize schedules per Resource: Helps you to find optimal start time for all tasks assigned under individual resource. This is performed for all loaded resources. Resource to which each task is assigned is not changed.
* Optimized route (per day): Minimize travel time that is necessary to visit all tasks within current day. Visit order and start time may change, while resource to which each task is assigned is not changed.
* Complete optimization: Find optimal start time for all tasks shown in the view, across all suitable resources. This is performed for all loaded resources; resource to which each task is assigned may change.
 
As a result, the total service time in the field should decrease, and the gaps between tasks should be minimized. After each optimization process, the application shows a summarized report in which you can easily identify if the process has been helpful or not. If the optimization does not satisfy your requirements, you can discard all changes in one click.


=== Popup menu ===
=== Popup menu ===


'''Task''' popup menu opens when you tap and hold an editable task for at least one second. It contains the following actions:
'''Task''' popup menu opens when you tap and hold an editable task on the timetable for at least one second. It contains the following actions:
* Rebook Task – Allows automatically change the task start time to the earliest possible time within defined time window.
* Rebook Task – Allows automatically change the task start time to the earliest possible time within the defined time window.
* Substitute Resource – Allows reassign task to another resource, while keep the task start time, or if set, finds the earliest possible time, or finds the earliest possible time within the same day or month.
* Substitute Resource – Allows reassigning task to another resource, while keeping the task start time, or if set, finds the earliest possible time, or finds the earliest possible time within the same day or month.
* Optimize Resource – Helps dispatcher to find optimal start time for all tasks assigned under the resource to which is the current task assigned.
<!-- * Optimize Resource – Helps dispatcher to find the optimal start time for all tasks assigned under the resource to which is the current task assigned. -->
* Set As Completed – Changes the task status to completed. (This action is present only if the “Completed” action is chosen for at least one activity status field value in Woodford.)
* Set As Completed – Changes the task status to completed. (This action is present only if the “Completed” action is chosen for at least one activity status field value in Woodford.)
* Set As Canceled – Changes the task status to canceled. (This action is present only if the “Canceled” action is chosen for at least one activity status field value in Woodford.)
* Set As Canceled – Changes the task status to canceled. (This action is present only if the “Canceled” action is chosen for at least one activity status field value in Woodford.)


<!--
'''Resource''' popup menu opens when you tap and hold a resource row in the grid view for at least one second. It contains the following action:
'''Resource''' popup menu opens when you tap and hold a resource row in the grid view for at least one second. It contains the following action:
* Optimize Resource – Helps dispatcher to find optimal start time for all tasks assigned under the resource.
* Optimize Resource – Helps dispatcher to find the optimal start time for all tasks assigned under the resource. -->


=== Violations ===
=== Violations ===
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