Maintaining Display Settings

Use the Scheduling Profiles form to maintain the display settings for users. The manner in which this form is set up controls both the look and feel of the calendar and the partner and appointment data that is displayed.

A profile determines the way scheduling data is displayed on the Calendar Scheduling form. Multiple profiles can be created and saved to allow the scheduler to move between different types of views. For example, you could use a Monthly view or a Weekly view, or display appointments and partners based on specific departments, regions and other groupings.

Follow these steps to maintain the display for a user profile:

Open the Scheduling Profiles form.
In the Header section, specify this information:
User ID

Specify the user ID associated to the profile.

Profile ID

Specify a profile ID.

Default Profile

Select this check box to set this profile as the default profile for the user.

Profile Level
- Public: Select this option if the display settings are for all users who can access the Calendar Scheduling form.
- User: Select this option if the display settings should only be available to the user currently logged in.
In the Initial Display section, specify this information:

View

Select the type of view for the display.

Color Coding

Select the type of color coding for the display.
Specify the filters to use on the scheduling board:
Partner Filter Override
Select an override setting to determine which partners are displayed on the scheduling board:
- On Tasks: Shows only partners with appointments for the selected tasks.
- Selected: Shows all partners that have been selected in the Partner Filter even if they do not have appointments scheduled.
Tasks Filter Override
Select an override setting to determine which tasks are displayed on the scheduling board:
- Selected: Shows appointments for the selected tasks only.
- All: Shows all appointments for the applicable partners currently displayed.
Default Partner Filter

Select a user-defined default filter.
In the Work Week section, specify this information:

Work Start/End

Specify the starting and ending hours to determine the Work Week and Partner/Time views.

Break Start/End

Specify the starting and ending break times. These can be used in combination with color coding.
In the Multi-Day section, specify this information to use as default values, when creating a multi-day appointment, on the Scheduled Appointments form:

Method

Select Finite to consider other schedule appointments when finding available hours. Select Infinite to schedule appointments based on the partner's availability, without considering other appointments that already exist. This method has the potential to generate appointments that overlap.

Minimum Hours

Specify the minimum number of hours for which an appointment should be scheduled in one day.

Maximum Hours

Specify the maximum number of hours for which an appointment should be scheduled in one day.
In the Display Settings sections, specify this information:

Refresh Interval

In minutes, specify how often the data refreshes on the Calendar Scheduling form.

Appointment Labels

Click this button to open the Label Setup form, on which the user can select which data appears when appointments are viewed on the scheduling board.

Hover Labels

Click this button to open the Label Setup modal form and set up which fields are displayed as the mouse hovers over an appointment.
In the Appointment Defaults section, specify this information:

Appointment Type

Select if the appointment is standard service or holiday service.

Appointment Status

Select if the appointment is complete, new, or in progress.

Hours

Specify the number of hours for the appointment.

Location Source

Select reference, unit, or other as the source of the location.
In the Colors section, specify the foreground and background colors for Calendar, Appointment, and Break Time.

Change

Click this button to select a color from the palette window.

Clear

Click this button to reset the color to the default setting.
Optionally, in the Gantt Settings section, specify the settings to use by default for a profile on the Service Order Project Scheduling form:
Partner Select

Select the partner whose tasks you want to display by default.

Display Level
Select which level of the SRO you want to display in the grid:
- SRO
- SRO Line
- SRO Operation
- Appointment
Style

Select the color scheme to use by default.

Timescale
Select the timescale to use by default in the chart:
- Month/Day
- Week/Day
- Day/Hour
Save the record.

Use these buttons to specify additional filters:

Reference Status: Click this button to open the Scheduling Filters form in Status Code mode. The status codes listed are pulled from the Status Codes form. This list reflects codes that are added or removed from the Service Status Code master form. Selecting specific codes causes the scheduling board to only consider incidents and SROs of that status.
Reference Priority: Click this button to open the Scheduling Filters form in Priority Code mode. The priority codes listed are pulled from the Priority Codes form. This list reflects codes that are added or removed from the Service Priority Codes master form. Selecting specific codes causes the scheduling board to only consider incidents and SROs of that priority.
Appointment Status: Click this button to open the Scheduling Filters form in Appointment Status mode. The appointment statuses listed are pulled from the Service Appointment Status Codes form. This list reflects codes that are added or removed from the Service Appointment Status Codes master form. Selecting specific codes causes the scheduling board to only consider incidents and SROs of that appointment status.
Task Selection: Click this button to open the Schedule Profiles Tasks Filters modal form. The default values set on this form are Additional Filters of the Task Selection modal form.
To Be Scheduled: Click this button to open the Schedule Profiles To Be Scheduled Filters modal form. The default values set on this screen are Additional Filters of the Task To Be Scheduled modal form.

Note: If the filters are never accessed, it is assumed all data is returned.