Schedule settings
This page provides an overview of the settings for the Schedule view.
- Allow to Accept/Decline a visit: Use this setting to determine if accepting or declining activities for a single visit is allowed in the schedule. If this field is set to No, the and button are not displayed in the schedule.
- Split overlapping visits: This setting determines if multiple activities of a visit (service order) must be split based on the presence of overlapping activities of another visit. If disabled, multiple activities are merged in a single visit, assuming all other conditions for joining the activities in one visit are also met, even if the resulting visit overlaps with the activities of another visit. If enabled, the activities of the same visit always be split into separate visit when overlapping with an activity of another visit.
- Splits visits with interval between activities: This setting determines if multiple activities of a visit (service order) must be split based on the time interval between activities. If disabled, multiple activities are merged in a single visit, assuming all other conditions for joining the activities in one visit are also met, regardless of the interval between activities. If enabled, the activities of the same visit are split into separate visits if the interval between the activities exceeds the interval set in Split visit if time between activities exceeds setting.
- Split visit if time between activities exceeds: The visit is split up into separate visits when the time interval between two activities of a visit (service order) exceeds the number of entered minutes. The interval is the time between the planned finish time of one activity and the planned start time of a second activity of the same service order. If the interval between activities is less than or equal to the time in this setting, both activities are merged in a single visit, assuming all other conditions for joining the two activities in one visit are also met. If the time between the two activities is more than the time in this setting, the activities are always be split into separate visits. Note that activities can be split into more than two visits depending on the number of activities and the intervals between them.
- Visits to Display: Which visits should be displayed in the schedule. It is possible to show either all visits or only the visits for a specific period.
- Display from the past: The number of days, in the past, for which the application shows visits in the schedule. This option is only available when the value of the Visits to Display field is set to Display visit for the following period.
- Display of the future: The number of days, in the future, for which the application shows visits in the schedule. This option is only available when the value of the Visits to Display field is set to Display visit for the following period.
- Check for uncompleted
inspections during activity completion: Sets the type of check to occur when
an activity is completed while there are uncompleted inspections for the activity. When
Never is selected, no checks are done. When
Warn is selected, the check can result in a
warning. Block can prevent the activity from being
completed until all inspections are complete.Note: This setting in Mobile Service is available from LN 10.5 onwards.
- Enable option to start, stop or complete
multiple activities at once: If this setting is enabled the following options
are available in the Activities screen:
- Start Activities: If this option is selected then the accepted, but not yet started activities, are started.
- Stop Activities: If this option is selected the started activities are stopped.
- Complete Activities: If this option is selected the stopped activities are completed.
- Ask for confirmation when completing activities: If this setting is enabled Mobile Service asks for confirmation when the user completes one or more activities.
- Start and finish times of activities due to start, stop and
complete actions, are based on: If this setting is enabled, the following
options are available:
- Current time: If this option is selected, Mobile Service registers the current time as actual start time and actual finish time of the activity whenever an activity is started, stopped, or completed.
- Planned Times: If this option is selected Mobile Service registers the planned start time and planned finish time as actual start time and actual finish time of the activity whenever an activity is started, stopped, or completed.
- Travel registration with Start/Stop options: If
this setting is enabled, the following options are available for an accepted visit:
- Start Travel: Select this option whenever you start traveling to a visit or from a visit. If this option is selected, travel registration is started for the visit. Travel time is registered for the first activity that has been accepted. The travel time record is indicated by a van icon in the Activity - Travel time screen (Windows), or by the status ‘Traveling’ (Android/iOS).
- Stop Travel:Select this option whenever you stop traveling for a visit. If this option is selected the travel registration is stopped. The travel time record is updated and confirmed.
- Show travel data when finishing travel: If this
setting is enabled a Confirm Travel Data screen is displayed when
traveling is stopped. The travel time can be changed in this screen, and a travel distance
can be entered. When saving, the travel time is updated and confirmed, and the travel
distance is saved for the same activity as for which the travel time was recorded.
When this setting is not enabled, the Confirm Travel Data screen is not displayed when travel is stopped; only travel time is registered.
Note: The registered travel time can still be changed afterwards in the Activity – Travel Time screen. Travel distance can be registered manually in the Activity - Other Cost screen.