Calendar
Calendar provides you overview of tasks for Scheduling module.
Click to anywhere in daily calendar to open a page for adding a new task for a given technician.
Calendar display
Tasks are displayed graphically in the calendar, type of which you can change: Month Week Day. Currently active calendar is highlighted in green.
You can list through the days using . Click on Today to display current day.
Work with tasks
When you hover over a task, its description will be displayed. Solved task is highlighted in green. You have the following options:
| Task header | Click on the header to display task preview. |
| Client | Click on client's name, if present, to display Client card. |
| Show | Task editing page will be displayed. |
| Delete | It will delete the task and record this action to (Statistics History History, Scheduling section > Tasks > Removed records) |
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Service message - click on the icon to display a list, which you can print out for a technician. |
Re-scheduling
Drag a task in the calendar to re-schedule it. In Day calendar, you can drag a task to re-schedule it, or expand it to extend the time needed for the task, or move it to another technician.
Technician menu
In Day calendar, click on technician's name to open the following menu:
| Show Daily plan | It displays technician's daily schedule in PDF. |
| Show Daily plan with finished tasks only | It displays technician's daily schedule, incl. finished tasks. |
| Send Daily plan | It sends technician´s daily schedule to his email. |
| Show Weekly plan | It displays technician's weekly schedule in PDF. |
| Send Weekly plan | It sends technician´s weekly schedule to his email. |
| Show Service intervention | It displays technician´s tasks scheduled for current day. |
| Send Service intervention | It sends scheduled tasks to technician´s email. |
Side menu
| Calendar | Click on a day in the calendar to display tasks for the day only. Click on Today to display a list of today´s tasks.
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| Technicians | Click on technician's name to select those you wish to exclude from the calendar (name will be greyed out). Click on the name again to highlight it in green and to include in the calendar. The selection is stored for each administrator separately. You may move the names in the list by dragging them at will. |
| Task types | Legend to types defined in Settings Code lists Scheduling Task Types. The system types are: Forwarded and Solved. |
| Settings | Calendar display setup Check to display unspecified and finished tasks as well, and select sorting of unspecified tasks. |
| Statistics | Total number of pending tasks |
| Information | Keyboard navigation help |
: Off-day as defined in