Gantt View

• The Gantt view enables you to view work orders and appointments that are assigned to field technicians over different time periods.

• The toolbar provides quick access to different date ranges such as 1 day, 3 day, 5 day, etc.

• Configurable color coding of objects allows users to quickly differentiate between high priority/low priority items.

• Right-click menus provide quick access to common functions such as opening the work order, logging items on behalf of technicians, and re-ordering jobs for the day.

Steps:

  • Assign Work Order by ‘Drag & Drop’

    1. Launch data by setting desired hierarchy line and time range.

    2. From the Needs Assignment screen, select the desired work order that you want to assign.

    3. Now, drag the selected work order into the Gantt screen and drop near the desired FE at desired time.

      • Ensure that work order time (early start and late start) and scheduling time for desired FE are in the future. If so, right click on the desired work order and select ‘Settings’ and set the work order time to future.
      • You cannot assign more than one work order at same time to same FE.

  • Open Assigned Work Order from Gantt

    1. If you are sure of the date of assigned work order, set the calendar date during which the desired work order was assigned to specific FE. Otherwise, select Day/Week/Month and check for desired work order.

    2. Select and double-click to open the desired work order in new tab.

  • Add Personal Appointment to FE

    1. Position the mouse near the desired FE and desired time at which you want to add new personal appointment and right-click

      2. Personal Appointments can be added only in future time.

    2. Click New Personal Appointment and in the Edit Appointment form, enter details as required and click on Save and Close

  • Open Personal Appointment from Gantt

    1. If you are sure of the date of personal appointment, set the calendar date during which the desired personal appointment was added to specific FE. Otherwise, select Day/Week/Month and check for desired personal appointment.

    2. Select and double-click to open the desired personal appointment.

  • View Routes for Multiple FEs

    1. In the Gantt screen, check all the desired FEs whose location you want to see in the map.

    2. The map view displays the route between each of the selected FE and their respective contact location.

  • Gantt – Right Click Menu

    1. Right-click on the desired work order on which you want to perform a function such as opening the work order or logging items on behalf of technician or re-order job for the day or perform work order logging etc.

    2. On the right-click menu, select the desired option based on the function that you want to perform.