Home Page navigation overview
1. Scheduling Period - your selected week will show in gray. Select the arrows on the calendar to move forward or backward.
- the default is the current week. This is for P1 and P2 break-in work scheduling only.
- You can not schedule in the past.
- You can schedule P3 Tasks in the future.
2. Task Tile Filters - these filter will allow you to filter which task tiles will populate. Available filters are: Table Sorts (ascending/descending order), Table Filters (the Table Filters will work just like the filters in the Planner Portal), Show/Hide the Canceled and Reviewed Tasks, Show Break-In Work and Hide Asset ID.
3. Task Tiles - this a list of tasks available to be scheduled. This list is filterable by the above list.
4. Displayed Skillsets - in the scheduling grid, the Skillsets will be displayed. It will give the total hours available as well as the hours assigned and the percentage of total hours used. Each technician will have their own line under the skillset banner.
5. Hide Unavailable toggle switch - selecting this switch will hide technician lines in the grid who are unavailable to be scheduled for tasks. This could be do to vacation time, sick days, etc.
You do have the ability to assign work to people who are not scheduled. Please keep this in mind when you 'hide unavailable'.
6. Information Button - hovering over this button will allow users to see if the grid is currently being filter by certain teams or by All Teams.
7. Team ID - this will allow you to narrow the displayed option in the grid by teams.
8. Print - this will allow users to print off what is currently displayed in the planning grid.
9. Progress Circle - this is an indicator to the right of each row that will display a percentage of tech availability for the scheduling period. The circle grow in accordance with the percentage.
10. Technician - each technician will have their own line according to their skillset.
These skillsets are contained in the Control center and can be set up by anyone with Supervisor privileges.
11. Single Selection toggle - this can be used when single or multiple task scheduling is being performed. If multiple task scheduling is selected, when the user clicks on a task tile, it will select the tile for scheduling. They can click on multiple tasks tiles in the list in order to schedule all of them to a single tech on a specific day. The tasks selected will show as yellow.The user can also "clear all" selected tasks, as well as deselect a single task.
ONLY Supervisors will see this functionality.
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