Step by step
- Open Jobs & planning › Calendar.
- Drag a job from Not planned yet (or from the calendar) and drop it on a day (month view) or a time (week and day view). It snaps to 15 minutes.
- Or click the job. In the window choose the Engineer, Day, Start and Length, then press Save.
- Press Open job to go to the job, or Close to leave without changes.
How the time is chosen
Dropped on a time: that time.
Dropped on a day in the month view: the job keeps its time of day if it had one; otherwise it goes into the engineer's next free slot that day, after their other jobs, starting at your working day start.
If the day is full you see “That day is already full for this engineer. Choose a time or another day.”
The length stays the same when you move a job. A new job uses the job type's default length, or 1 hour.
Changing the engineer
Click the job and choose another Engineer in the window. Dragging moves the time, not the engineer.
Choosing an engineer for an Unassigned job makes it Assigned. Choosing Not assigned takes the engineer off.
Tips
- Use the week view to spot gaps: each engineer's colour shows at a glance who is busy when.
Works together with
- The company calendarEvery planned visit on a month, week or day calendar, coloured by engineer. Drag jobs to move them, click to change the engineer, time and length, and plan the jobs that have no time yet.
- Take a job off the planRemove a job's planned time without cancelling it. It goes back to Not planned yet; the engineer stays.
- Assign an engineer and plan the visitChoose the engineer, the planned visit time, the SLA deadline and the priority in the job's Dispatch card. The engineer sees the change straight away.