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About the Timeline Beta
Like the standard Timeline, the Timeline Beta provides a list of engineers and helps you plan and assign tickets to them.
The Timeline allows you to assign tickets to engineers, publish tickets to the engineer’s FMA app, and keep track of the assigned work for the engineers in Dispatch groups. The ticket colors provide you with valuable information regarding the state of a ticket (eg. if it has arrived in the engineer’s mobile app yet).
The Optimizer, a core function of the Work place, is also included in the Timeline and helps you quickly assign tickets to engineers in the best possible way with a simple click.
Key Differences Between the Standard Timeline and Timeline Beta
Standard Timeline
- Can dispay a maximum of 24 hours
- Must move forwards or backwards a full day at a time, reloading with each click
- Appointments and driving time is shown to within the nearest 5 minutes
Timeline Beta
- Can display up to 48 hours
- Can scroll indefinitely forwards or backwards without reloading
- Has a more compact header section
- Appointments and driving time are displayed accurately to the minute
- Modern, sleek appearance
How to Access the Beta
The Timeline Beta can be opening the dropdown menu for the Optimizer and selecting “Try the New Timeline”.
One may go back to the standard Timeline by opening the same menu and selecting “Back to Old Timeline”.
Select Dispatch Groups
The Dispatch group drop-down allows you to select one or multiple dispatch groups. The Timeline updates to display all engineers assigned to the selected groups, allowing you to work with a single group or multiple groups at the same time.
The groups will have a small separation between them and the subgroups will also be displayed. Each group will display in it’s set time zone.
"Show Me" Feature
If you ever lose track of what’s happening in the Timeline, the Show Me feature can come in handy. Simply enter a CNE or engineer name, and the corresponding ticket(s) will be highlighted in green:
About Timeline Content
The calendar area in the Timeline shows the list of engineers, dispatch groups, dispatched tickets, information regarding absences and on-call duty, and estimated driving duration.
If an engineer who is absent will have the their absence marked on their Timeline in light red. Text will display the duration of the absence.
Select dates in the Timeline
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. and the calendar button gives you the flexibility to pick any date.
With the arrows, you can change the day.
The calendar button displays data on the Timeline for the current calendar day.
If you click inside the date have the flexibility to pick any date, which is described below.
Clicking inside the Month/Year or clicking the downward arrow on the left gives you the option to select the year.
Clicking the left/right arrows changes the month.
Zoom in and out to decide how much time to display, up to 48 hours.
You can also display an additional time zone and assign your engineers to different subgroups to add more clarity to your Timeline.
Ticket Details summary
Hovering the mouse over certain parts of the Timeline will allow you to see more detailed information about the ticket:
Change Ticket Indicators
You can customize which engineer data or ticket data is displayed in the Timeline by using the settings button. This way, you can customize your Timeline to your exact needs.
- Click on the Settings button in the Timeline to change Timeline Settings.
- In the Engineer data section, you can decide which engineer data should be displayed in the Timeline.
- (Optional) - Check or uncheck the Workload indicator. The Workload displays the current engineer workload in a pie chart.
- (Optional) - Check or uncheck the Avatar option. The Avatar is the picture one can set under Users.
- (Optional) - Check or uncheck the Work time indicator. The Work duration changes with tickets on the Timeline.
- (Optional) - Check or uncheck the Driving distance indicator. The driving distance changes with tickets on the Timeline.
- In the Ticket data section, you can decide which ticket data should be displayed on tickets on the Timeline.
- (Optional) - Check or uncheck the CNI indicator.
- (Optional) - Check or uncheck the CNE indicator.
- (Optional) - Check or uncheck the ZIP indicator.
- (Optional) - Check or uncheck the City indicator.
- (Optional) - Check or uncheck the Company indicator.
This is how ticket data is displayed on the Timeline with all the ticket data options checked. You could also uncheck all ticket data options to go for an ultra-minimalistic look (not recommended).
Engineer Context Menu
Clicking on the kepbab icon to the left of an engineer’s name or right-clicking on the engineer’s name will open the engineer context menu.
- Optimize engineer – runs the optimizer for this engineer only
- Optimize engineer’s Timeline – optimizes the unlocked and unpublished tickets that are already assigned to this engineers
- Show on map – centers the map component on the engineer’s home
- Manage availabilities – opens a pop-up menu where absences and on-call duty can be added to the Timeline
- Manage subgroups – allows you to add or remove an engineer from a subgroup.
- Edit user (Admin Panel) – will open the engineer’s user page in the Admin Panel on a new tab. The option is only available to users with the appropriate persmissions to view and edit user information.
Engineer summary
Hovering the mouse over an engineer reveals the engineer’s details:
If particular engineers use temporary locations, you will also see them displayed conveniently in the engineer summary:
PUDO summary
Hovering the mouse over a PUDO reveals important PUDO information:
Driving summary
The driving details reveal when hovering over the gray bar before or after a ticket:
Display workload indicators
The workload indicator on the left side of an engineer shows how busy an engineer currently is in a practical pie chart:
