For a Service schedule that deals with dozens of resources and that receives dozens of new jobs or appointments every day, readability and user-friendly browsing of the schedule are essential.
For this purpose, Direct Planning Service features a set of tools to ease browsing and editing the schedule.
Browsing the schedule
Direct Planning offers 5 time scales that let you view from one day to several weeks at a glance. The zoom level of these time scales can be customized.
Mouse-scrolling and keyboard shortcuts
To quickly move within the schedule, you would often scroll using the mouse wheel and the many keyboard shortcuts. Here are a few examples of keyboard shortcuts:
- Go to the current date
- Go to the selected
Global browsing displays a miniature version of the schedule. Clicking in this window enables quick access to a given date.
Job highlighting is a very convenient feature of Direct Planning Service. It lets you visually highlight a set of jobs that meet a given criterion in the schedule. Jobs that don’t meet this criterion are grayed out.
A few examples:
- Jobs of the same customer
- Jobs of the same participant
- Jobs with alert
It is then possible to very quickly browse among the highlighted jobs. Best for browsing the jobs or appointments of the same customer.
In the same spirit as the highlighting that grays out jobs not meeting a criterion, the “Filter” feature enables removing them from the current display. Thus, only the jobs meeting the selected criterion remain on screen.
Editing a schedule: some common actions
Rescheduling a job
The “Reschedule” feature is very useful in every day’s life. For example, it takes one click to reschedule a job or an appointment in 24 hours, in one week or on a given date.
Duplicating a job
The “Duplicate” feature lets you easily duplicate an appointment or a job on a given date.
Changing resource is very easy to perform in Direct Planning Service. You can simply move a job onto another resource with a drag-and-drop or edit a resource from within the job details.