How to use the works schedule overview

Works Schedule › Overview is the cross-site planning view — every engineer and the visits assigned to them, for a date range you choose. Use it to see who is doing what and to spot gaps.

Steps

1. The table lists your users with a count. Tick the engineers you want to focus on (Select All / Select None).

   

2. Switch view with the buttons top-right:

   • Calendar — visits on a month / week grid.
   • Timeline — a horizontal band per engineer; click a visit for its details and filters.
   • Map — the selected visits plotted geographically, filtered by date range.

3. Click a visit in any view to open it.