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Setting-up-schedule-configuration Setting-up-schedule-configuration

Setting up schedule configuration

1. In Schedule, choose the Menu Hamburger menu  icon  and then choose General Settings.
2. In Company Options under Schedule Configuration, complete the following fields, as needed:
   • Schedule Days to Retrieve on Load (1-14)
     Enter the number of schedule days to display.
   • Unscheduled Days to Retrieve on Load (1-60)
     Enter the number of unscheduled days to display.
   • Time View Bar Height (pixels 20-200)
     Enter the height of the resources rows that display on the schedule board.
   • Week View
     • Number of Days in Week View
       Enter the number of days to display in the Week View.
     • Skip Saturday/Sunday
       Mark the checkbox next to the weekend days to not display on the schedule.
   • Schedule Visible Hours
     Enter the start and end ^time to display on the schedule.
   • Automatic Status Assignment (Drag & Drop)
     Choose the status to automatically update after dragging from the Unscheduled grid to the schedule board for the following options. If the option is left blank, the status will not automatically update.
     • Unassigned Update
     • Unscheduled Update
     • Scheduled Update
     • Unschedulable Status
       This status applies to dragging to the schedule board as well as within the schedule board.
       Two examples:
       • Unschedulable Status set to Waiting for Parts, this will prevent this appointment from being dragged to the schedule board. The status would have to be manually updated in appointment details and then dragged.
       • Unschedulable Status set to Closed - This will prevent the closed appointment from being dragged to a different time slot or resource.
     • Mapping Options
       See Map View setup.
3. Choose Save.

Setting up schedule colors

1. In Schedule, choose the Menu  ^{_{Image Removed}}  icon and Hamburger menu _{^{Image Added}} and then choose Settings.

2. Under Company Options, in the Schedule Configuration section, you can set up custom colors for the background of the work order on the schedule as well as the small square icon within that service call that indicates a property that you define. See [ Setting up custom colors .

   • Status Background Colors
     This is the color of the service call as displayed on the schedule and in the unscheduled list.

   • Work Order Icon Colors
     The service call icon displays within the service call as displayed on the schedule as well as in the unscheduled list.Choose one of the following properties to indicate what information your dispatchers need to know at a glance. After choosing the property, a list of options displays related to that property.

     • Use Work Order Type

     • Use Work Order Problem

     • Use Division

     • Use Service Area

3. Choose Save.

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In the Service Call & Appointment Form Fields section, you can choose the fields to hide/display when you open the service call, service appointment, job appointment, and/or resource appointment. Each service call or appointment has required fields that cannot be unchecked.

1. In Schedule, choose the Menu  ^{_{Image Removed}}   icon and Hamburger menu ^{_{Image Added}} and then choose General Settings.
2. In Company Options under Service Call & Appointment Form Fields, choose to hide/display fields from the following tabs:
   • Service Call Fields
   • Service Appointment Fields
   • Job Appointment Fields
   • Resource Appointment Fields
3. Choose Save at the bottom of each tabbed window.