The Calendar and Scheduling a Service (Service App)

7. märts 2023


Scheduling Within the Work Order

Click on the Assign button and the Assign Work modal is opened on the screen.
This directs into the Calendar Preview page. 

The system will start with an hour time slot in the next available time frame in the first bay assigned to the employee that is set for that location.  

Setting the time slot 

This can be done in two ways.

First way is to use the drag and drop functionality; this allows the user to move between bays and set the time by simply clicking and holding the mouse and then drag either the edge to adjust the time, or clicking and holding on the time slot itself to move between bays and times. 

The second way is to use the side bar and use the fields to select the time slot. 

With both methods, another day or week the can be selected from the sidebar.
Clicking the Save button closes the modal and changes the Assign button to have the label of the employee who the task was assigned to.

Once assigned to the Schedule, if the task is not completed, the system will automatically roll the task over to the next day. 
Once assigned to the new day on the Scheduler view it will be in the Blocked status.

The Assigned employee will stay as well as the bay that it was assigned to.

Schedule View

Click on Scheduler to view from the bottom navigation. This will allow you to see what is in the works.
Drag and drop functionality can be used on this area to modify the schedule.