Tip: You can use filters for better results
What is the Timeline?
The Timeline 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.
What does the Timeline display?
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.
If an engineer is lent out to another project or is reported sick for the day, the information will be displayed by different background highlights and matching text.
How to change Timeline 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).
How to display a different dispatch group
The Dispatch group drop down allows you to select a group, which will reveal all engineers connected to that group in the Timeline:
How to pick a date 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 gives you the option to change the year.
- Clicking the downpointing arrow gives you the option to change the month.
- Clicking the left/right arrows gives you the option to change the month as well.
It’s also possible to personalize the display of different time frames by changing the Time or changing the time in the Time & Duration slider (which will then either squeeze or expand the displayed time frames):
You can also display an additional time zone and assign your engineers to different subgroups to add more clarity to your Timeline.
How to display 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 display the PUDO summary
Hovering the mouse over a PUDO reveals important PUDO information:
How to display the 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:
How to display the driving summary
The driving details reveal when hovering over the gray bar before or after a ticket:
How to display 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:
