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Schedule Board: Difference between revisions
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If this does not help, make sure that the schedule board in Woodford has the name '''Default'''. | If this does not help, make sure that the schedule board in Woodford has the name '''Default'''. | ||
== Set up your timetable == | == Timetable == | ||
The central pane shows the scheduled activities. In field service scenarios, these are the work order schedules. | |||
=== Set up your timetable === | |||
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. | ||
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* Double-click the map pin of a scheduled task to display its properties. | * Double-click the map pin of a scheduled task to display its properties. | ||
== Schedule tasks == | === Schedule tasks === | ||
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. | 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. | ||
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* 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. | ||
* Working Hours: Task is scheduled outside of the resource’s working hours. | * Working Hours: Task is scheduled outside of the resource’s working hours. | ||
* Start: Start should be later or equal to that of the Window Start. | * Start: Start should be later or equal to that of the Window Start. | ||
* End: End should be before or equal to that of the Window End. | * End: End should be before or equal to that of the Window End. | ||
* Resource Time-Off Overlap – task overlaps with scheduled time-off | * Resource Time-Off Overlap – task overlaps with scheduled time-off | ||
* Coinciding Schedules – task overlaps with the following tasks: (task list) | * Coinciding Schedules – task overlaps with the following tasks: (task list) | ||
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* 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]] | ||
== Edit tasks == | === Edit tasks === | ||
Double-click any task on the timetable to display its properties. Editing is only allowed if the '''Status Reason''' of the task is set to ''Planned''. | Double-click any task on the timetable to display its properties. Editing is only allowed if the '''Status Reason''' of the task is set to ''Planned''. | ||
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* '''Inspections''' tab allows you to choose a questionnaire template that should be performed as a part of this task. | * '''Inspections''' tab allows you to choose a questionnaire template that should be performed as a part of this task. | ||
Use the buttons | Use the buttons at the bottom to continue: | ||
* Click '''Cancel''' if you want to discard any changes and return to the timetable. | * Click '''Cancel''' if you want to discard any changes and return to the timetable. | ||
* Click '''Save''' to save changes and return to the timetable. | * Click '''Save''' to save changes and return to the timetable. | ||
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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. | 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. | ||
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]] | ||