Customizing dispatch board schedule view for Service management

Save

Click this to save the changes.

Default

Click this to change the fields based on the default settings.

Close

Click this to exit.

General section

Auto refresh

Select this check box to automatically refresh the dispatch board schedule view based on the defined number of minutes. By default, the check box is not selected, and the value at minutes of inactivity is set to “5”. If the check box is selected, the minimum number of minutes of inactivity should be “1” and the maximum duration in minutes is “99”. When the value is “0”, the warning message “Minimum auto refresh duration = 1” will be displayed.

Cell width minutes

Type the width of the cell for the dispatch board schedule view if 10 minutes, 15 minutes, or 30 minutes is selected at Scale on the dispatch board schedule view. By default, 30 is displayed. The minimum cell width is 5 pixels and the maximum cell width is 999 pixels. For more information, see Viewing dispatch board schedule view for Service management.

Cell width hour

Type the width of the cell for the dispatch board schedule view if 1 hour is selected at Scale on the dispatch board schedule view. By default, 60 is displayed. The minimum cell width is 30 pixels and maximum cell width is 999 pixels. For more information, see Viewing dispatch board schedule view for Service management.

Cell width day

Type the width of the cell for the dispatch board schedule view if 1 day is selected at Scale on the dispatch board schedule view. By default, 120 is displayed. The minimum cell width is 60 pixels and maximum cell width is 999 pixels. For more information, see Viewing dispatch board schedule view for Service management.

Timeframe

Select the time range that you want to be displayed on the dispatch board schedule view. By default, 00:00 to 24:00 is displayed.

Hide weekend

Select this check box if you do not want weekends to be displayed on the dispatch board schedule view. By default, this check box is selected.

To be planned items period

Select the period that you want to plan for the items. You can select Last 3 months, Last 6 months, Last year, or All. By default, Last 6 months is displayed.

Plan

Select the type of plan to be displayed on the dispatch board schedule view. You can select Activities planned by me or All activities. By default, Activities planned by me is displayed.

Scheduler height

Type the height for the dispatch board schedule view. By default, 550 is displayed. The minimum height and maximum height for the scheduler is 250 and 9999.

When changing this value, the height of the schedule will be adjusted according to the service engineers in the list. If the list of engineers is longer than the defined height, a scrollbar will be displayed on the left of the dispatch board schedule view. For more information, see Viewing dispatch board schedule view for Service management.

Note:

• When entering a higher or lower value than the maximum or minimum value, you will be notified by a warning message when clicking Save.
• When there are fewer service engineers in the list than the defined height, the section will be lower than defined and the bottom part of the page will be empty. For more information, see Viewing dispatch board schedule view for Service management.

To be planned height

Type the height for the to be planned service activities. By default, 180 is displayed. The minimum height and maximum height is 30 and 999.

When changing this value, the height of the To be planned section will be adjusted accordingly. For more information, see Viewing dispatch board schedule view for Service management.

Note:

• When entering a higher or lower value than the maximum or minimum value, you will be notified by a warning message when clicking Save.
• To optimize performance, it is recommended that you select only the required fields.

Activity section

This section allows you to define the type of information to be displayed for the tasks on the dispatch board schedule view.

Lay-out

Select how the details of the service appointment should be displayed. When selecting Horizontal, all information is displayed in one line. How much information can be displayed, depends on the layout and available space. When selecting Vertical, the information is shown in separate lines.

Side color

Select any of the following status to display the selected status with colors:

• Activity: Status — This option is applicable for multiple and single service requests. For multiple service requests, the system will follow the status of the service activity (not the service request). For single service requests, the system will follow the status of the service request. For both multiple and single service requests, green will be displayed for the open status, yellow will be displayed for the planned or approved status, orange will be displayed for the realized status, and red will be displayed for the authorized or processed status.
• Planning status — Thi s option is applicable for multiple and single service requests. For multiple service requests, the system will follow the status of the service activity (not the service request). For single service requests, the system will follow the status of the service request. For both multiple and single service requests, green will be displayed for the open and approved or planned status(es), and red will be displayed for the realized and processed or authorized status(es).
• Request status — This option is applicable for multiple and single service requests. For multiple service requests, the system will follow the status of the service request (not the service activity). For single service requests, the system will follow the status of the service request. For both multiple and single service requests, green will be displayed for the open status, yellow will be displayed for the planned or approved status, orange will be displayed for the realized status, and red will be displayed for the authorized or processed status.
• Blank — If this option is selected, the color bar will not be displayed for any statuses. Only the appointment or service activity with the service request color will be displayed.

By default, Activity: Status is displayed.

Row 1, Row 2, Row 3

Select the type of information to be displayed for the tasks on the dispatch board schedule view. By default, Activity: Description, Customer: Name, and Address: City are displayed.

To be planned section

This section allows you to define the information to be displayed under the To be planned section on the Dispatch board schedule view page when you perform a search.

By default, the columns Request create date, Activity: Description, Customer: Name, and Address: City are selected. Using the > and < icons, you are able to add additional columns or remove columns. The Up and Down buttons enable you to change the order of the columns.

Activity tooltip section

This section allows you to select the tooltips for the appointments or service activities, whereby when the mouse cursor is pointing to the appointment or service activity in the dispatch board schedule view, the information of the appointment or service activity will be displayed as a tooltip. However, only texts will be displayed in the tooltip. If free fields have been selected as a tooltip, the free fields will be displayed based on the settings defined on the Workflow: Request type – Service request page. For more information, see Creating and modifying request types – Fields tab. Thus, if a tooltip without any value is selected, N/A will be displayed. For example, “Remark N/A”. The tooltips will not display the status color, hours due, and material in stock. For HR requests, the start and end dates, and start and end times will be displayed when the mouse cursor is pointing at the top of the service request.