10,730
edits
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[[File:Schedule board popup menu.png]] [[File:Schedule board popup menu edit.png]] | [[File:Schedule board popup menu.png]] [[File:Schedule board popup menu edit.png]] | ||
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. | |||
:<small>(*) Actually, the exact behavior depends on the configured Action for different states on the '''Activity Types''' tab in Woodford. Usually, editing is available for the action "Scheduled - time slot is reserved", but also "Scheduled – and locked for future changes".</small> | |||
You can also double-click a scheduled task to go straight to the entity form. The same applies to time offs and holidays. | You can also double-click a scheduled task to go straight to the entity form. The same applies to time offs and holidays. | ||
=== Violations === | |||
When the schedule board detects that a task violates a rule, it displays a warning icon in the bottom left corner of a task. Check the popup (hover over a task) to see more details. 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. | |||
* Preferred Window Start: Task should start after Preferred Window start. | |||
* Preferred Window End: Task should end before Preferred Window end. | |||
* Resource Time-Off Overlap – Task overlaps with scheduled time-off. | |||
* Coinciding Schedules – Task overlaps with the following tasks: (task list). | |||
=== Limit frequent visits === | === Limit frequent visits === |