Service Planning – How to edit a schedule?

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

Time scales

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

Global browsing displays a miniature version of the schedule. Clicking in this window enables quick access to a given date.

Highlighting jobs

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.

Direct Planning Service - Highlighting the reservations of a speaker

Direct Planning Service – Highlighting the reservations of a speaker

Filtering jobs

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.

Direct Planning Service - Filtering the reservations of a speaker

Direct Planning Service – Filtering the reservations of a speaker

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

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.

Service Planning Features