docs/8.0/ayanova/docs/svc-schedule.md

@@ -2,38 +2,33 @@
 
 ## Overview
 
-The Service schedule form displays Work order item scheduled User events and can also be used to create new items or modify existing ones.
-
-Items are displayed for all Users or a filtered sub set selected through Tags that are applied to Users.
-
+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. Events are displayed for all Users or a filtered sub set selected through Tags.  The schedule also supports "drilling down" into a single User's schedule.
 
 ## Menu options
 
-The Service schedule menu provides quick access to the Work order item scheduled user data tables for viewing or reporting
+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.
 
 ## Settings
+![Settings](img/svc-schedule-settings.png)
 
 The settings dialog (access by clicking on gear icon at top) controls what is displayed in the schedule.
 Schedule settings are device independant and saved to the server so that any device used will take these same settings.
 
 ### First time in day view
-
 This controls the starting hour to display in day views.  Use it to hide unused hours to reduce the need to scroll down.
 
-### Show
-
-This controls what types of items show in the schedule. 
+### Exclude days of the week
+Selected days here will *not* be displayed in the schedule Month or Week view.  Use this to hide unused days of the week to free up space in the display.
 
 ### Work order color source
 
-The schedule is technically showing each Work order item scheduled user record however it also needs to show some Work order information in the display. Since a work order has several different colors associated with it, this setting controls which color to use in the schedule event display.  Note that you can always click on an event to view a summary of the work order including all the status and priority color based properties regardless of what is set here.
+Choose where the color comes from that is displayed in the schedule:
 
+The Schedule is technically showing Work order item scheduled user records however a Work order has several different colors associated with it. This setting controls which color to use for display in the schedule.  Note that you can always click on an event to view a summary of the Work order including all the status and priority color based properties regardless of what is set here.
 
 ## Items with no date set
 
-The schedule shows dated items only. 
-
-Some scheduleable items such as a Work order item scheduled user record have optional dates that can be left empty.  In these cases those items are not displayed anywhere on the schedule and must be viewed through their data table form which *will* display undated items.
+The schedule shows dated items only, any Work order item scheduled user records with no date set can be viewed through the Work order item scheduled Users data table (Service -> Work orders -> Items menu item -> Scheduled Users menu item) which *will* display undated items.
 
 
 ## Moving around
@@ -41,20 +36,52 @@ Some scheduleable items such as a Work order item scheduled user record have opt
 * Today button - this button will take you to the current day in the schedule
 * 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
 * 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
+* Tag filter - filter *in* specific Users by tag, more details below
 * Settings (Gear / Cog icon) opens the settings form
 * View drop down at top right is used to switch the view between the available options
 * 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
+* Team view User name - click on the User name in Team view to "drill down" and view a schedule dedicated to only that User
+
+## Summary info
+
+![Summary info](img/svc-schedule-summary.png)
+
+Clicking or touching an event in the schedule will display a summary of that event:
+
+* Title - Work order number and Customer name
+* Work order - work order number and Customer name
+* Tags - these are the Tags selected on the *Work order*
+* User - scheduled service User
+* Scheduled - Scheduled User record start and end 
+* Estimated quantity - from Scheduled User record estimated quantity field
+* Suggested rate - from Scheduled user record suggested rate field
+* Work order status - overall work order status field
+* Summary - Work order *item* summary field
+* Priority - Work order *item* priority field
+* WO Item Tags - Work order *item* tags 
+
 
 ## Team view
-The Service Schedule form has a "Team" view which displays in a day view divided into areas for each User.  The User's displayed are controled by the filter setting (see below).  To the far right is the Unassigned slot which is displayed if there are any work order item scheduled user records in the current time period selected that have not had a User assigned to them.  If all events have a User selected then the Unassigned slot will not be displayed.
+The Service Schedule form has a "Team" view which displays in a day view divided into areas for each User.  The User's displayed are controled by the filter setting (see below).  
+
+### Unassigned slot
+The right end of the Team view will display the Unassigned slot for events in the current time period that do not have a specific User assigned to them.  If all events in the current time period have a User selected then the Unassigned slot will not be displayed.
 
 ## Filtering
 ![Tag Filter](img/svc-schedule-tag-filter.png)
-The items displayed are filtered for the scheduled service technicans that match the selections made in the Tag Filter control which has a funnel icon beside it and is situated immediately to the left of the Settings "Cog" icon on a wider screened device and in the Settings form on narrow devices such as smart phones.
 
-If no tags are selected then events are displayed for all scheduleable users who are Active and have events within the time period being viewed.
+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.
 
-If tags are selected....
+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.
+If no Tags are selected then all Users and their scheduled items are displayed.
+
+Tags are *inclusive* so each Tag selected will filter in any Scheduleable Users that have that Tag as one of their selected Tags on their User record.
+
+For example a service company may split their service region into Zones and Tag their service technicians with the name of the Zone they are responsible for.  In this way a service dispatcher can quickly filter *in* the service technicians that match the Zone they are scheduling.
+
+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
@@ -62,15 +89,15 @@ If tags are selected....
 ### Devices with a mouse
 
 * 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
-* Events with a lock symbol on them are not modifiable
-* 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 quick More information display with a summary of that item
-* Open the object the event represents for editing by clicking on Open or the icon at the top of the More information dialog
+* When in Team view you can drag an event to a different User
+* Extend the duration of an event: hover the mouse over the bottom area of an event, a "grip" will appear looking like two horizontal lines, click on the grip and drag up or down to modify the time range:
+![Extend](img/svc-schedule-extend.png)
+* Events with a lock symbol on them ![Locked](img/svc-schedule-locked.png) indicate the Work order they come from has a locked Status set and is not modifiable without changing the Work order status.
+* Click and drag in an empty space in Day or Team view to create a new object in that time frame selected
+* Click an event to display a summary of that item or to open the object fully for editing
 
 ### Non mouse devices
 
-* Non mouse devices are not supported for drag or extend operations
+* Non mouse devices are currently not supported for modification directly in the schedule with drag or extend operation
 * Touch an empty space in any Day view to create a new Reminder or Work order starting at the date and time touched initially
-* Touch an event to open a more information dialog 
-* Edit / view the original object the event is displayed for from the more information dialog "Open" button
+* Touch an event to display a summary of that item or to open the object fully for editing