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How to manage the timeline
The calendar area in the Timeline shows the list of engineers, Dispatch Groups, dispatched tickets, information regarding sick leaves/ holidays/ planned absences, and estimated driving duration.
Where can groups be selected?
The Dispatch group drop-down allows you to select a group, which will reveal all engineers connected to that group in the Timeline:
Calendar/time picker/time & duration slider
The calendar picker allows you to modify the view by selecting a different day. The Timeline will adjust information based on the selected day from the calendar.
It’s also possible to personalize the display of different time frames by changing the Timeline start time or changing the time in the Time & Duration slider (which will then either squeeze or expand the displayed time frames):
How to use the ticket details summary
Hovering the mouse over certain parts of the Timeline will allow you to see more detailed information about the ticket:
How to use the PUDO summary
Hovering the mouse over a PUDO reveals important PUDO information:
How to use the engineer summary
Hovering the mouse over an engineer reveals the engineer’s details:
How to use the driving summary
The driving details reveal when hovering over the gray bar before or after a ticket:
How to use the workload indicator
The workload indicator on the left side of an engineer shows how busy an engineer currently is in a practical pie chart:
How to display the base location
You can check the base location of an engineer by clicking on the context menu of an engineer and clicking on Show base location:
The base location of this engineer will then be directly visible on the map:
How to manage subgroups
You can organize your engineers into subgroups directly from the Timeline by clicking on the context menu of an engineer and clicking on Manage subgroup.
You are free to create as many subgroups as needed to manage your field service teams.
Unused subgroups will be removed automatically from the list.
Permissions for the Manage subgroup option are automatically added to the ADMIN role, if you have custom roles please make sure to update the permissions to see in the Manage subgroup option on the context menu.
Other indicators
If an engineer is lent out to another project or is reported sick for the day, the information will be displayed by different background highlighting and appropriate text.
A gray background for example means that the engineer is currently outside the work times.