How to use the works schedule overview

Works Schedule › Overview is the cross-site view of who is doing what. It lists your users; pick the engineers you are interested in and choose how to see their visits.

Steps

1. Tick the engineers (the buttons select all or none).

2. Choose a view:

   • Calendar — visits on a month or week grid.
   • Timeline — a row per engineer, by day, week or month.
   • Map — their visits on a map.

   

3. Colours show each visit’s state: scheduled, downloaded to the engineer’s device, uploaded, or not uploaded yet.

4. Click a visit for its Visit Information; OPEN opens the service visit. Filter Timeline narrows by user type or name. Back to overview returns to the list.