Schedule Board: Difference between revisions

Jump to navigation Jump to search
Line 92: Line 92:
[[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]]


If there are any issues with the task, such as overlapping with a different task, not enough reserve between tasks, outside of working hours, etc., the task on the timetable contains a warning icon and you can find more information in the details popup.
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.
:<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 ===

Navigation menu