Job Schedule

The Job Schedule provides a Day and Calendar view for viewing and modifying Technicians' assignments to jobs.

The Job Schedule can be accessed in two ways:

• Schedule option on the CommTrak main menu
• Schedule tab at the top of the Active Jobs screen (accessible via Jobs on the CommTrak main menu)

The following tabs are available in the Schedule:

• Day View
• Calendar View
• Settings

Day View

Day View displays Job Task allocations for a single day:

Key features in the Schedule Day View are:

• Leftmost and rightmost arrow icons, above the schedule table (visible in the previous image), scroll the table left / right to view additional columns. If your device has a horizontal scroll feature (e.g. horizontal swipe on laptop touchpad, or horizontal scroll wheel on a mouse), this can also be used to scroll the schedule table horizontally.
• Current day can be selected with the standard CommTrak date selection features
• Move back / forward one day by pressing the chevron icons that are displayed either side of the date selector
• The Legend (visible at the bottom of the previous image) displays information pertaining to colour-coding in the Day view. For example, in the previous image, the column for one of the Technicians has background colour orange, indicating Leave - pending approval.
• Reallocate a Job Task to another Technician - click on any Job Task and drag / drop it onto the required column
• Allocate an unallocated Job Task to a Technician
• Unallocate an assigned Job Task (i.e. set the Job status to Unallocated)

Allocate / Unallocate a Job Task

To allocate or unallocate a Job Task (i.e. assign an unallocated Job Task to a Technician, or to set the status of an allocated Job Task to Unallocated), drag / drop the Job Task to or from the Unallocated column in the table as required:

The Unallocated column is always the rightmost column (see the previous image). When dragging a Job Task, the columns will scroll automatically when the mouse cursor is close the edge of the screen.

Settings

The Settings tab provides the following options:

Job Types Selection

Select either IShow All or select specific Job Types to display in the Schedule

Technicians Selection

Select either Show All or select specific Technicians to display in the Schedule

Other Options

Show past unfinished jobs - select either None, or the number of days 1 through to 7.

Show more detail for each job - if ticked, the company's Suburb (as specified in the Main Info tab) is displayed in the job card in the Day View.

Calendar View

The schedule Calendar View displays a calendar view of scheduled jobs, based on the calendar selection:

Calendar Month View

Displays the current month. A different month can be selected, using the navigation options at the top of the calendar display.

The Calendar Month view is a summary and all Job Tasks are allocated the same amount of space on the calendar.

See the Legend heading for further information about the colour, border and shading codes.

Drag and Drop

Job Tasks can be dragged and dropped onto a different day.

Job Task Summary

Hover over a Job Task to view a summary:

Modify a Job

To modify a Job, click the item on the calendar to open the Job details screen in a new tab.

Calendar Week View

Displays the current week. A different week can be selected, using the navigation options at the top of the calendar display.

See the Legend heading for further information about the colour, border and shading codes.

Drag and Drop

Job Tasks can be dragged and dropped onto a different day or start time (in 30 minute intervals).

Job Task Summary

Hover over a Job Task to view a summary in the pop up tooltip.

Increase / Decrease Time Allocated

When hovering over a Job Task in Week view, a drag handle is displayed at the bottom of the calendar entry, and the cursor will change to resizer:

Click and drag the bottom of the calendar entry either up or down to decrease or increase the allocated time in 30 minute increments.

Modify a Job

To modify a Job, click the item on the calendar to open the Job details screen in a new tab.

Calendar Day View

Displays the current day. A different day can be selected, using the navigation options at the top of the calendar display.

See the Legend heading for further information about the colour, border and shading codes.

Drag and Drop

Job Tasks can be dragged and dropped onto a different start time (in 30 minute intervals).

Job Task Summary

Hover over a Job Task to view a summary in the pop up tooltip.

Increase / Decrease Time Allocated

When hovering over a Job Task in Week view, a drag handle is displayed at the bottom of the calendar entry, and the cursor will change to resizer. Click and drag the bottom of the calendar entry either up or down to decrease or increase the allocated time in 30 minute increments.

Calendar List View

Displays the current week in a simple list view. A different week can be selected, using the navigation options at the top of the calendar display.

Job Task Summary

Hover over a Job Task to view a summary in the pop up tooltip.

Modify a Job

To modify a Job, click the item in the list view to open the Job details screen in a new tab.

Legend

The Calendar legend displays the meanings of the colours, borders and shading of each Job Task in the calendar:

• Black fill - indicates a job task that has not been allocated to a technician
• Coloured background - indicates that the job task is allocated to a technician, as identified by the colour in the legend
• Shaded left border - indicates that the job has a status other than Booked or Cancelled
• White fill - indicates that the job task has been completed. The fill colour represents the technician's colour as identified in the legend