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      Schedule Board Map Overview

      Posted by Jack on Oct 22, 2021 3:03:57 PM



      Introduction to Schedule Board Map Functionality:

      The schedule board is used primarily as a way to see at a glance the status of work scheduled for a particular day. In addition to seeing the overall status, Operations team members can also utilize the out-of-the-box map functionality to see visually the location of work and distance.

      Using the Schedule Board Map to see Locations of Resources, Work and Unscheduled Work

      The schedule board map view can be used to see at a glance where resources are located, where their work is located and where unscheduled work is located.

      Accessing the Map View

      To access the map view, navigate to the schedule board and select 'Map View' on the left-hand side of the screen

      Filter Мар View 

      Filtering Options on the  Schedule Board

      There are a variety of filtering options available on the schedule board which include the following:

      By Date:

      Clicking on the Calendar date within the filter view will allow you to change the information displayed. By default the date will assume today's date.

      Filter & Map View 
Filter Map View 


      By Resource:

      There are two ways we can filter by Pros in the system. These options include:

      Using Filter Tab

      On the filter tab, we can use any of the parameters to filter down a list if multiple resources.  For example, we can filter by any of the following parameters:

      • Territory
      • Market
      • Skillset
      • Pro Status

      Once selected, click 'Search' once done and then click on the 'Map View' again.

      This functionality works well if needing to review multiple Pros of the same skillset to see which Pro may be available and located near an unscheduled Work Order

      Searching for Individual Resources

      In addition to filtering on multiple Pros at once, we can filter down to a specific Pro using the search bar to filter to a specific pro to see that Pros route (based on the date filtered).


      Show/Hide Options

      There several options available for show/hide. Configuration and filter options which are available include:

      • Ability to toggle on and off traffic
      • Ability to show and hide unscheduled Work Orders

      Filtering on Unscheduled Work

      In addition to seeing routes for resources, the map view also allows for seeing unscheduled Work Orders. By default, 'All Unscheduled Work Orders' will display on the map. There are several ways to interact with the unscheduled Work Orders.

      • Clicking or Hovering Over a Pin Directly: You can click or hover over a pin directly to see information. Clicking on a pin will display information on the 'Details' pane on the right-hand side of the screen. Hovering over a pin will display a snapshot of the unscheduled work next to the pin
        Operations Schedule Board 
Job Profiles 
Work Orders 
Schedule Board 
Action Dashboard 
PSM Troubleshoo... 
'rations Management 
Booking Alert 
pro Notifications 
Pending Emails 
; & Properties 
P ros 
Time Off Request 
Iplaints & Feedback 
Complaints (Cases) 
Pro Feedback 
Hourly view 
Filter & Map View 
Filter Map View 
Initial public View 
Heather Test Schedule Board 
CIT Schedule Board 
Alerts (O) 
ROU Schedule Board 
ATL Schedule Board 
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Beverly Woods 
Olde Georgetowne 
Carmel Woods 
Search resawces.„ 
ABWH Solutions 
Cleaning - CLT 
Current -MC. I 
Akeem Wilkins 
Painting • CLI 
Current • MC 1 
Albert Coleman 
'hunch - ATL 
Current - MC 4 
Alberto Altamirano 
Painting - RDLI 
Potential - MC 1 
Alejandro Mendez 
painting - CUT 
current - 1 
Alex Flores 
Painting - RDu 
Current MC 1 
Alexander Cortez 
Painting - RDLI 
Current - MC I 
• ot ng7 
9 AM 
10 AM 
11 At, 
h Woods 
Pellyn Wood 
Olde Pro 
Property: Andover Woods 
unit: 1004 
SkiLIsez: Paint 
unit:' 16-18 
Skills-et Paint 
Skillse Paint 
Service Account (Work Order) 
Linked Job Profile (Work Order) 
Week Order Type Work Order) 
Fulfillment Preference 
Acorplan (V,'ark Order) 
unassigned Reason 
Wc-rk Scheduled Oate (Work Order) 
Oate Window Starr p,Vork Order) 
Order Type [Work Order) 
Modified On 
Our -a ton 
Lucas Number Total 
case c.wark order) 
No Date Identified 
10/06/20211200 AM 
10/13/2021 1:07 PM 
2 hrs 
51 _ PARK 
Linked Job 
wc"": Order 
2021 2021 
My Unscheduled Work Today 
All My Unscheduled Work 
All Unscheduled Work 
New Resource Needed 
No Reschedule Date
      • Using the Search Bar to Find an Unscheduled Work:  Users can also use the magnifying glass search icon to search for Work Orders using their Work Order #. Searching for these and clicking 'Add' and then 'Search' will search the map to find the resource. A jumping animation will occur for the Work Orders which are searched to indicate which Work Order is the one being searched.


      • Locating Work Orders by Using the Unscheduled Work Views: Using the Requirement Views at the bottom of the screen, if a user selects a row, while having the map tab visible, this will also identify the unscheduled work by performing a jumping animation.


      Obtaining Pros Driving Route for the Day:

      In addition to having a simple visual indicate locations of Pros and work, users can also see driving directions and distance for a Pro for an entire day. Below are steps which can be performed:

      1. To begin, navigate to the schedule board and click on a Pro
      2. Next, click 'Actions' --> 'Get Driving Directions'
      3. Navigate to 'Date' and select the date start and end (Tip: Make sure the start and end are on the same day)
      4. This will then show directions for the Pro from their home, to their Work Order(s) and back to their home




      Topics: Operations, Schedule Board