Scheduling Tools and Quick Views
Click on the sections below to learn how to view and manage schedules.
1. Quick View Details
2. Quick View Popup - Copy Information
3. Copy and Paste Schedules
4. Week View - Rolling Option
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Scheduling Tools and Quick Views
Quick View Details
Key information is available to you on the Workshop Scheduler home screen.
Click on the sections below to learn how to view and manage schedules.
1. Click on the highlighted sections on the image below to learn about Depots, Department and ID Numbers, Tool Tip View and Task Numbers.
1. Quick View Details
2. Quick View Popup - Copy Information
3. Copy and Paste Schedules
4. Week View - Rolling Option
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>
Scheduling Tools and Quick Views
Quick View Popup - Copy Information
1. Left-click a schedule to open the Quick View window, where you can see key job details. 2. Copy any text by highlighting it and right-clicking to select Copy.
3. Copy an address by clicking the Copy icon.
Click on the sections below to learn how to view and manage schedules.
1. Quick View Details
2. Quick View Popup - Copy Information
3. Copy and Paste Schedules
All copied information can then be pasted wherever you need.
4. Week View - Rolling Option
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>
Scheduling Tools and Quick Views
Copy and Paste Schedules
1. Copy a schedule: Right-click on a schedule and select Copy Schedule. You can copy multiple schedules, which will remain on your clipboard until you are ready to paste them. 2. Paste a schedule: Left-click on the time slot where you want to paste and select Paste Schedule. The clipboard will open, allowing you to:
Click on the sections below to learn how to view and manage schedules.
1. Quick View Details
2. Quick View Popup - Copy Information
- Paste a schedule and leave it on the clipboard
- Paste a schedule and remove it from the clipboard
- Remove the schedule from the clipboard without pasting it
- Clear all schedules from the clipboard without pasting it
3. Copy and Paste Schedules
4. Week View - Rolling Option
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Scheduling Tools and Quick Views
Week View - Rolling Option
The rolling week view lets you track upcoming jobs beyond a single static week, helping you plan ahead and adjust schedules more efficiently.
Click on the sections below to learn how to view and manage schedules.
1. Open the Settings menu by clicking the Cog icon > Scheduler> User Options.
1. Quick View Details
2. There are two Week Timeline Modes, Static and Rolling. Use the dropdown menu to select Rolling for a rolling week view. 3. Choose your preferred offset in the Week Timeline Offset field. For example, setting it it -1 day will show one week plus one day prior.
2. Quick View Popup - Copy Information
3. Copy and Paste Schedules
4. Week View - Rolling Option
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>
Engineer Task Number
- Each engineer will have a number next to their name.
- If the number is anything other than 0, it denotes the engineer has tasks in the Unscheduled List.
- You can click on the number to open the Unscheduled List and navigate to that engineer.
Did you know? When you schedule a task from the Unscheduled List, the number next to the engineer’s name will change accordingly.
Engineer Department and ID numbers
- Each engineer will have their Department and ID numbers next to their name.
- The first number denotes the Department, and the second number is the ID of the engineer.
Did you know? The ID and Department number for each engineer is visible against their name in all homescreen views (Day, Work Week, Week) and the Time Allocation screen.
Tool Tip
Hover over an engineer’s name to bring up the Tool Tip view, which will show:
- Available: Total number of hours that engineer has available for that day.
- Tasks: Total number of tasks assigned to that engineer for that day.
- Used: Total number of hours that engineer has used for that day
The Tool Tip will change based on the activity carried out on Scheduler. For example, if you schedule them a job that lasts 1 hour, then the available hours will become 2, the tasks will become 1, and the used will become 1. If you have applied filters, the information shown when may be affected.
Depot
- When viewing a specific depot, the Depot Number will be displayed.
- When in All Depots view, it will display No Depot Selected instead.
Scheduling Tools and Quick Views
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Transcript
Scheduling Tools and Quick Views
Click on the sections below to learn how to view and manage schedules.
1. Quick View Details
2. Quick View Popup - Copy Information
3. Copy and Paste Schedules
4. Week View - Rolling Option
<
>
Scheduling Tools and Quick Views
Quick View Details
Key information is available to you on the Workshop Scheduler home screen.
Click on the sections below to learn how to view and manage schedules.
1. Click on the highlighted sections on the image below to learn about Depots, Department and ID Numbers, Tool Tip View and Task Numbers.
1. Quick View Details
2. Quick View Popup - Copy Information
3. Copy and Paste Schedules
4. Week View - Rolling Option
<
>
Scheduling Tools and Quick Views
Quick View Popup - Copy Information
1. Left-click a schedule to open the Quick View window, where you can see key job details. 2. Copy any text by highlighting it and right-clicking to select Copy. 3. Copy an address by clicking the Copy icon.
Click on the sections below to learn how to view and manage schedules.
1. Quick View Details
2. Quick View Popup - Copy Information
3. Copy and Paste Schedules
All copied information can then be pasted wherever you need.
4. Week View - Rolling Option
<
>
Scheduling Tools and Quick Views
Copy and Paste Schedules
1. Copy a schedule: Right-click on a schedule and select Copy Schedule. You can copy multiple schedules, which will remain on your clipboard until you are ready to paste them. 2. Paste a schedule: Left-click on the time slot where you want to paste and select Paste Schedule. The clipboard will open, allowing you to:
Click on the sections below to learn how to view and manage schedules.
1. Quick View Details
2. Quick View Popup - Copy Information
3. Copy and Paste Schedules
4. Week View - Rolling Option
<
>
Scheduling Tools and Quick Views
Week View - Rolling Option
The rolling week view lets you track upcoming jobs beyond a single static week, helping you plan ahead and adjust schedules more efficiently.
Click on the sections below to learn how to view and manage schedules.
1. Open the Settings menu by clicking the Cog icon > Scheduler> User Options.
1. Quick View Details
2. There are two Week Timeline Modes, Static and Rolling. Use the dropdown menu to select Rolling for a rolling week view. 3. Choose your preferred offset in the Week Timeline Offset field. For example, setting it it -1 day will show one week plus one day prior.
2. Quick View Popup - Copy Information
3. Copy and Paste Schedules
4. Week View - Rolling Option
<
>
Engineer Task Number
- Each engineer will have a number next to their name.
- If the number is anything other than 0, it denotes the engineer has tasks in the Unscheduled List.
- You can click on the number to open the Unscheduled List and navigate to that engineer.
Did you know? When you schedule a task from the Unscheduled List, the number next to the engineer’s name will change accordingly.Engineer Department and ID numbers
- Each engineer will have their Department and ID numbers next to their name.
- The first number denotes the Department, and the second number is the ID of the engineer.
Did you know? The ID and Department number for each engineer is visible against their name in all homescreen views (Day, Work Week, Week) and the Time Allocation screen.Tool Tip
Hover over an engineer’s name to bring up the Tool Tip view, which will show:
- Available: Total number of hours that engineer has available for that day.
- Tasks: Total number of tasks assigned to that engineer for that day.
- Used: Total number of hours that engineer has used for that day
The Tool Tip will change based on the activity carried out on Scheduler. For example, if you schedule them a job that lasts 1 hour, then the available hours will become 2, the tasks will become 1, and the used will become 1. If you have applied filters, the information shown when may be affected.Depot