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Exact Synergy Enterprise   
 

Customizing dispatch board schedule view for Service management

Menu path

Modules ? Service management ? Reports ? Service activities ? Dispatch board schedule view

Introduction

The dispatch board schedule view offers an insight to the service activities to be planned, such as activities that have a date defined, but without people assigned, and services that have been assigned to the people. Using the dispatch board schedule view, you can easily manage the service activities, schedule service appointments, plan activities, and view the workload of the people.

The dispatch board schedule view can be customized based on how you want the dispatch board schedule view to be displayed.

Roles and rights

To customize the dispatch board schedule view, function right 872 – Maintain service planboard is required. Users with the Service planner or Service manager role have this function right.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.
  • The Service planner and Service manager roles can be added only if the service management license role has been added. For more information, see Service management role.

What version are you using?

The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I customize the dispatch board schedule view?

  1. On the Dispatch board schedule view page, click the Customize icon.
  2. Make the necessary changes under the General, To be planned, Left, Right, and Calendar sections.
  3. Click Save.

Tips and tricks

You can customize the information that you want to be displayed on the page by clicking  Customize.

Buttons

Fields

Related documents

 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 26.709.720
 Assortment:  Date: 20-06-2018
 Release: 257  Attachment:
 Disclaimer

Attachments
OH-PU258-Customizing dispatch board schedule view for SM01.docx 35.7 KB View Download