diff --git a/docs/8.0/ayanova/docs/home-schedule.md b/docs/8.0/ayanova/docs/home-schedule.md index 5106ae61..cec8009f 100644 --- a/docs/8.0/ayanova/docs/home-schedule.md +++ b/docs/8.0/ayanova/docs/home-schedule.md @@ -34,7 +34,7 @@ The schedule shows dated items only, any Work order item scheduled user records ## Review events -A Review object does not have a time period associated with it as it only has a single *Review Date* field. For this reason all Review items will display in the schedule starting at their Review Date as a 15 minute interval. +A Review object does not have a time period associated with it as it only has a single _Review Date_ field. For this reason all Review items will display in the schedule starting at their Review Date as a 15 minute interval. ## Moving around @@ -51,7 +51,13 @@ A Review object does not have a time period associated with it as it only has a - Drag and drop an existing event to a new time or day - Extend the duration of an event: hover the mouse over the bottom, a "grip" will appear, click and drag up or down to modify the time range + +![Extend](img/svc-schedule-extend.png) + - Events with a lock symbol on them are not modifiable + +![Locked](img/svc-schedule-locked.png) + - Click and drag in an empty space in any Day view to create a new object in that time frame selected - Click an event to open a More information display with a summary of that item and an Open button to open the source record diff --git a/docs/8.0/ayanova/docs/svc-schedule.md b/docs/8.0/ayanova/docs/svc-schedule.md index 84cc63df..e6b1d9d2 100644 --- a/docs/8.0/ayanova/docs/svc-schedule.md +++ b/docs/8.0/ayanova/docs/svc-schedule.md @@ -14,7 +14,9 @@ The Service schedule menu provides quick access to the Work order item scheduled ![Settings](img/svc-schedule-settings.png) -The settings dialog (access by clicking on gear icon at top) controls what is displayed in the schedule for the currently logged in User. Schedule settings are device independent and saved to the server so that any device used will take these same settings. +The settings dialog (access by clicking on gear icon at top) controls what is displayed in the schedule for the currently logged in User. + +Schedule settings are device independent and saved to the server as a User setting so that any device used with the same User login account will use these same settings. ### First time in day view @@ -75,6 +77,8 @@ The right end of the Team view will display the Unassigned slot for events in th ![Tag Filter](img/svc-schedule-tag-filter.png) +The Tag filter is always displayed in all devices but the most narrow (smart phones) in which case it can be found in the settings dialog by clicking on the settings "Cog" icon. + When there are more than a handful of service technicians it can be useful to restrict the schedule to selected groups of technicians in ways that make sense for your business. The Tag filter control can be used to filter in the service Users and their scheduled items where the Tags selected are matched to the Tags set on the Users. @@ -86,8 +90,6 @@ For example a service company may split their service region into Zones and Tag Inactive Users are not displayed in the Schedule form. -The Tag filter is always displayed in all devices but the most narrow (smart phones) in which case it can be found in the settings dialog by clicking on the settings "Cog" icon. - ## Create / modify / view events ### Devices with a mouse