Service Planning – Visual flags

Visual flags are just the computerized transcription of what the in-charge of wall schedules have been using for a long time on their cardboard jobs: a sticker, a stroke of fluo marker, a color paper clip, a cut corner, etc.

In Direct Planning Service, flags are visual indicators set aside to draw the planner’s attention on a job’s status. Concretely, they consist in colored rectangles just on top of a job, or inside, on the right-side. The color and the background pattern can be configured according to the status of the flag. You can configure up to 10 flags. There are different kinds of flags.

Flags are important elements of the configuration of the planning for your trade.

Direct Planning Service - The flags

Direct Planning Service – The flags

The different kinds of flags

Basic flags

They only have two states: present or absent in a job.

Examples:

  • Plan meal trays, in case of a room booking schedule
  • Late arrival, in case of a car rental schedule
Direct Planning Service - Enabling a basic flag

Direct Planning Service – Enabling a basic flag

Multi-state flags

Each of them can have up to 5 states. Each level is assigned a different color. The symbolism of traffic lights red/yellow/green is often .

Example: Status of booking (with states “Booking not confirmed”, “Internal booking confirmed”, “Customer booking confirmed”).

Multi-state flags with awaiting receipt of an item

This extension of multi-status flags has been particularly designed for the flags where you specify that you are waiting for an item to perform a job (awaiting receipt of model, or signed document of analysis).

You can enter a scheduled receipt date for this item and then be warned by an alert on that date if item has not been received.

Entry of customizable data for each flag

For multi-level flags, you can customize the flag entry window by adding up to 10 configurable areas.

Service Planning Features