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# Service schedule
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The Service schedule form displays Work order item scheduled User records, (here we'll refer to them as "events") and can also be used to create new events or modify existing ones.
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The Service schedule form displays Work order item scheduled User records, (here we'll refer to them as "events") and can also be used to create new events or modify existing ones.
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Events are displayed for **all** scheduleable Users or a filtered sub set selected through Tags.
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Events are displayed for **all** scheduleable Users or a filtered sub set selected through Tags.
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The schedule also supports "drilling down" into a single User's schedule.
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The Service schedule does not display Reminders or Reviews like you would see in the [personal schedule](home-schedule.md) form.
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## Views
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There are multiple views available:
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@@ -37,12 +36,15 @@ All today's events for all service technicians combined and [filtered](#filterin
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All today's events separated by service technician.
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Only technicians with events on this day will show here and [filtering](#filtering) still applies if used.
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All today's events grouped and separated by service technician.
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Click on the service technician's name at the top to drill into the schedule for **only** that **specific** service techncian.
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## Menu options
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The Service schedule menu provides quick access to the Work order item scheduled user data tables for viewing or reporting. The single User format schedule (accessed by drilling down on a selected User) also has menu options to view Work order item scheduled User and Labor records for _that_ selected User only.
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The Service schedule menu provides quick access to the Work order item scheduled user data tables for viewing or reporting.
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The single User format schedule (accessed by drilling down on a selected User) also has menu options to view Work order item scheduled User and Labor records for _that_ selected User only.
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## Settings
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@@ -72,14 +74,14 @@ The schedule shows dated items only, any Work order item scheduled user records
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## Moving around
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- Today button - this button will take you to the current day in the schedule
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- Previous "<" / Forward ">" buttons will move to the next or prior window of time being displayed. In Day view this will move one day, in Month view this will move one month, in Week view one week etc
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- Month Year button - This button displays the current month and year and can be clicked on to switch to month view if in any other view
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- Tag filter - filter _in_ specific Users by tag, more details below
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- Settings (Gear / Cog icon) opens the settings form
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- View drop down at top right is used to switch the view between the available options
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- Date (Day) number - Clicking on a date in the Calendar (i.e. clicking on the "23" for the 23rd of the month) will switch to the Team day view for that date if in any view other than day view
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- Team view User name - click on the User name in Team view to "drill down" and view a schedule dedicated to only that User
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- Today button - this button will take you to the current day in the schedule
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- Previous "<" / Forward ">" buttons will move to the next or prior window of time being displayed. In Day view this will move one day, in Month view this will move one month, in Week view one week etc
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- Month Year button - This button displays the current month and year and can be clicked on to switch to month view if in any other view
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- Tag filter - filter _in_ specific Users by tag, more details below
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- Settings (Gear / Cog icon) opens the settings form
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- View drop down at top right is used to switch the view between the available options
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- Date (Day) number - Clicking on a date in the Calendar (i.e. clicking on the "23" for the 23rd of the month) will switch to the Team day view for that date if in any view other than day view
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- Team view User name - click on the User name in Team view to "drill down" and view a schedule dedicated to only that User
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## Summary info
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@@ -87,17 +89,17 @@ The schedule shows dated items only, any Work order item scheduled user records
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Clicking or touching an event in the schedule will display a summary of that event:
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- Title - Work order number and Customer name
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- Work order - work order number and Customer name
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- Tags - these are the Tags selected on the _Work order_
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- User - scheduled service User
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- Scheduled - Scheduled User record start and end
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- Estimated quantity - from Scheduled User record estimated quantity field
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- Suggested rate - from Scheduled user record suggested rate field
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- Work order status - overall work order status field
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- Summary - Work order _item_ summary field
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- Priority - Work order _item_ priority field
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- WO Item Tags - Work order _item_ tags
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- Title - Work order number and Customer name
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- Work order - work order number and Customer name
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- Tags - these are the Tags selected on the _Work order_
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- User - scheduled service User
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- Scheduled - Scheduled User record start and end
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- Estimated quantity - from Scheduled User record estimated quantity field
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- Suggested rate - from Scheduled user record suggested rate field
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- Work order status - overall work order status field
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- Summary - Work order _item_ summary field
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- Priority - Work order _item_ priority field
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- WO Item Tags - Work order _item_ tags
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## Team view
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@@ -128,25 +130,25 @@ Inactive Users are not displayed in the Schedule form.
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### Devices with a mouse
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- Click and Drag and drop an existing event to a new time or day (note: clicking on the bottom will Extend the end of the event where clicking anywhere else will drag the entire event to a new time slot)
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- When in Team view you can drag an event to a different User
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- Extend the duration of an event: hover the mouse over the bottom area of an event, a "grip" will appear
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- Click and Drag and drop an existing event to a new time or day (note: clicking on the bottom will Extend the end of the event where clicking anywhere else will drag the entire event to a new time slot)
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- When in Team view you can drag an event to a different User
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- Extend the duration of an event: hover the mouse over the bottom area of an event, a "grip" will appear
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click on the grip and drag up or down then release mouse button to modify the time range
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- Events with a lock symbol on them
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- Events with a lock symbol on them
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indicate the Work order they come from has a locked Status set and is not modifiable without changing the Work order status.
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- Click and drag in an empty space in Day or Team view to create a new object in that time frame selected
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- Click an event to display a summary of that item or to open the object fully for editing
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- Click and drag in an empty space in Day or Team view to create a new object in that time frame selected
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- Click an event to display a summary of that item or to open the object fully for editing
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### Non mouse devices
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- Non mouse devices are currently not supported for modification directly in the schedule with drag or extend operation
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- Touch an empty space in any Day view to create a new Reminder or Work order starting at the date and time touched initially
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- Touch an event to display a summary of that item or to open the object fully for editing
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- Non mouse devices are currently not supported for modification directly in the schedule with drag or extend operation
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- Touch an empty space in any Day view to create a new Reminder or Work order starting at the date and time touched initially
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- Touch an event to display a summary of that item or to open the object fully for editing
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