How to Use Scheduler Views

Damien Turnbull
Damien Turnbull
  • Updated

Overview

The Scheduler can be used to schedule the Routine Activities and Service Requests within your business. It provides a view of the Jobs in a calendar, timeline or geographical map to allow you to easily schedule the work you have on the go.

Scheduler Views - Calendar

The way in which you view the Jobs within the Calendar can be controlled via the options within the View control. From here you can set how you would like to colour code or group the Jobs within the Calendar.

 

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View Option

Description

Activities coloured by employee Colours each activity within the calendar by the Employee assigned to the job
Activities coloured by activity type Colours each activity within the calendar by the type of Job eg RA, SR, or Event
Activities coloured by schedule status Colours each activity within the calendar by the Schedule Status of the job
Activities coloured by frequency Colours each activity within the calendar by the RA period eg Monthly, 6 Monthly etc
Activities grouped by employee Groups each activity within the calendar by the Employee assigned to the job
Activities grouped by activity type Groups each activity within the calendar by either RAs or SRs
Activities grouped by schedule status Groups each activity within the calendar by the Schedule Status assigned to the RA or SR
Activities grouped by frequency Groups each activity within the calendar by the RA Period 

Scheduler Views - Map

The way in which you view the Jobs within the Map can be controlled via the options within the View control. From here you can set how you would like to see the items on the Map

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