Schedule Board: Difference between revisions

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Schedule Board (view source)

Revision as of 11:54, 25 March 2022

1,971 bytes removed ,  25 March 2022
→‎Popup menu
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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.


=== Popup menu ===
=== Working with scheduled tasks ===


Hover over a task on the timetable to display task details.
Hover over a task on the timetable to display task details.
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As long as the task is still in the "planned" status, you can click '''Edit''' and update the task details. For tasks with a later status, you can always click '''Open Form''' to display the full entity form of the task.
As long as the task is still in the "planned" status, you can click '''Edit''' and update the task details. For tasks with a later status, you can always click '''Open Form''' to display the full entity form of the task.
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'''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 the defined time window.
* 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 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 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:
* Optimize Resource – Helps dispatcher to find the optimal start time for all tasks assigned under the resource.


=== Violations ===
You can also double-click a scheduled task to go straight to the entity form. The same applies to time offs and holidays.
 
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.
* 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.
* End: End should be before or equal to that of the Window End.
* Resource Time-Off Overlap – task overlaps with scheduled time-off
* Coinciding Schedules – task overlaps with the following tasks: (task list)
 
If a task violates any rules, a warning icon appears in the bottom left corner of the task. To see the details, double-click the task and go to '''Violations''' tab. -->


=== Limit frequent visits ===
=== Limit frequent visits ===
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