Schedule Board: Difference between revisions

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Schedule Board (view source)

Revision as of 11:47, 13 January 2022

356 bytes added ,  13 January 2022
→‎Filter by source or resource
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* Click '''Open Form''' if you want to access full information about a particular task.
* Click '''Open Form''' if you want to access full information about a particular task.


== Filter by source or resource ==
== Resource pane ==


There's a search bar above the list of resources. Use it to filter resources or sources by name or by a letter. Whether you filter resources or sources, you can recognize by the text displayed in the search field. In the case you want to change the filter, click on the magnifying glass icon and choose Search for Source or Search for Resource.
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.


For example, select '''Search for Resource'''. To filter resources, click the search bar, write the required term and press Enter. You can also do it another way around: First type in the required term, then click the magnifying glass and select how to filter.
[[File:Resource pane.png]]


To disable this filter, clear the search bar. Once it's empty, the screen is reloaded.
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.


Double-clicking a resource displays a form with its details.
The search bar above the list allows you to filter resources. Alternatively, you can filter resources by skill or territory on the settings pane.


Alternatively, you can filter resources by skill or territory, see below.
You can double-click a resource to display details about it.
 
== Source pane ==
 
The source pane is displayed on the right side of the schedule board. It lists the sources. In field service scenarios, these are often your work orders, but these can also be accounts or another entity.
 
[[File:Source pane.png]]
 
The search bar above the list allows you to filter sources. Alternatively, you can filter sources by skill or territory on the settings pane.
 
You can double-click a source to display details about it. In field service scenarios, this action displays the work order.


== Review your key performance indicators ==
== Review your key performance indicators ==
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