Schedule display menu

  • Updated

Does your navigation menu bar look like this? 

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Read our Support article about changes we are making, New BigChange Navigation Bar – BigChange

 

To begin, click on 'Schedule' on the top menu. You will now see a second ribbon of options, divided into 3 groupings:

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  • The Jobs Icons - These provide a quick and easy way to add jobs to the Schedule.  Please read the separate article for more information on Job Scheduling.
  • Resources Icons - Clicking on one of the Human resources/Vehicles icons toggles the display between those two key groupings.
  • Calendar - This shows today's date, arrows and a calendar icon.  The arrows allow you to toggle the view backwards and forwards by daily increments and the calendar allows you to toggle by days/weeks/months/years.

The Display Menu

The Display Menu is where you can view and filter your jobs for resources. The system will default to

showing all the jobs in (1) Daily but this can be changed to show (2) Weekly, (3) Monthly  and List (4) view

Schedule Tab - 2.png

 

1. Daily View

This provides the list of Resources which has been selected to appear on the Schedule, including Sub-Contractor Licences, JobWatch licences, or whether a resource or vehicle has been set as ‘To Be Used For Jobs’. The user can toggle between viewing the schedule by Resources or Vehicles by selecting the relevant icon:

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The Daily view provides a number of viewing options depending upon which filters are selected.  To maximise the potential of the filters, use them in combination to narrow down precisely what you need to know at any one time.

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1 .Resources With/Without jobs - this enables you to see at a glance where your resources are employed or who is free to undertake a job

2. Resources With Job at Risk - this allows you to see which jobs are at risk eg if someone will be late to start a job because the previous job has overrun or because of heavy traffic, etc.  This gives you the option of responding proactively, for example, searching for a resource without a job and sending them instead.

3. Resource Group - this allows you to filter by specific job groups, for example Electrician or Engineer.  This is particularly effective when coupled with other filters such as Skill and Attribute where specific abilities or certifications are essential.

4. Skill - where specific skills are required for a job this allows you to quickly ascertain which resources have them eg a PAL card

5. Attribute - where specific attributes are required for a job this allows you to see at a glance which resource has them eg a roof rack on a vehicle.

6. Full Screen - this allows you to toggle between views, with or without the header menu.

7. Job Duration Planned/Actual - this allows you to see how resources are performing against the planned schedule and where there are discrepancies.

8. Job Colour Status/Flags - there are a number of colours used in JobWatch, with each signifying something different. Additionally, when a resource is acting as an assistant on a job the display may appear in a 'faded' form.  For a breakdown of what each colour signifies please see the section entitled 'Numbers, Icons and Colours' below. You can also filter by flag colours if you have set some up in the back office, providing you with information tailored to your own needs.

9. Job label - this refers to which information you wish to show on a scheduled job. Choose from Name/Address/Postcode/City/Custom Field.

10. Popup label - you can further select which information appears by changing your preference here. Choose from Custom Field/Description/Reference.  Below is an example where Reference was selected as the Popup label:

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11. Scale - you can choose the increments most relevant to the breakdown of your own business day.  Choose from 5/15/30/60 minutes segments.

12. Zoom - you can select your preferred viewing screen size preference here. Viewing in ‘1’ will show you a full 24-hour time period, whilst zooming in using ‘3’ will show you an 8-hour period (i.e. a typical ‘9-5’ day)

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Whilst in the Daily View you can also use the 3-line aka 'burger menu' next to a Resource/Vehicle icon to pursue a number of other actions for that specific Resource/Vehicle. 

The options are shown below: 

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For example, if an employee called in sick, you would be able to 'Unallocate all [of their] jobs' and then 'Reassign all jobs' to another resource. If another resource with the requisite skill-set is unavailable, you would also be able to 'Cancel all jobs'.

 

2. Weekly View

Schedule Tab - 8.png

When you select the Weekly View, the system will now ask for which resource you would like to view, a group, a single resource or specified individual resources eg 2 resources in the above example. The display will show all the jobs scheduled or completed within the selected week by the selected resources. As with the Daily View, the viewing options can be amended according to your requirements by the selection of filters.

 

3. Monthly View

As with the Weekly View, the user can select the resources individually or have all selected: Schedule Tab - 9.png

Once you have chosen your preferred Resource/Vehicle/Group you can tailor precisely what data you wish to look at by the use of the filter options on the side menu.

 

4. List View

The list view is a fantastic way to get a quick and easy to read overview of all the jobs and their status over a period:

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    1. Search - you can search for a job via a range of different reference fields.  Choose from job reference/job group reference/job order no/job group order no/indexed custom fields
    2. Allocation - you can select your viewing options. Choose from jobs that have been Allocated/Unallocated/Actioned/Unactioned
    3. Contact - view jobs by specific customer.  The default behaviour will show all jobs for all contacts.
    4. Job Site - the site at which the job is to take place, which may be different from the contact address
    5. Job Type - the system default will show all Job types and Categories.  This filter allows you to narrow the search by a specific Job Type, allowing you to see, for example, the volume of workload that that a specific Type represents
    6. Job Category - search by the Job Category eg Maintenance. See 5
    7. Resource - search by all resources or by selected ones
    8. Job Group's Category - search by the Job Group Category eg Electrical Service
    9. Resource Group - search by a Resource Group eg Electricians
    10. Job Status - the job's status, eg cancelled, completed, completed with issues
    11. Customer Activity – this allows you to filter by the stage the job is at with the customer eg Job card sent, Invoice created, Invoice sent
    12. Flag - search for flag attributes which you have customised in the back office
    13. From - search a 'From' date: When searching a ‘From’ and ‘To’ date, the user will have the option to define the period, if it is Planned, Actual, Creation Date or Due Date:Schedule Tab - 11.png
    14. To - search a ”to” date. As with 13) this can be defined over a period of time
    15. Add a Filter - this allows you to add a filter to view a custom field
    16. Display - select how many jobs you would like to view per page, choose from 10/25/50/100
    17. Import - Import Jobs into the system
    18. Export CSV - export the selected fields to a CSV file
    19. More - the more option will allow the user to: Cancel - this will allow you to cancel all jobs in view (you will be asked to confirm before they delete). Schedule - from here you can batch schedule up to 100 jobs in one go. The slot with the cheapest cost and smallest traveling time will be selected for each job. Send all -  you can choose to send an email to all in view (up to 100).

To change how the information is displayed within the list view the user can customise how much or little information appears by selecting the ‘Columns’ option at the top:

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Once selected this will open another box which will give the options on what they would like displayed:

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