| # User Settings Section Workbench supports the Persistent Docking layout and Persistent filters. You these features to define the grid column width, grid column sequence, docking panes position, and grid filters in the workbench using the Save Defaults option on the Workbench tool bar. General Settings The settings available on the General tab: Planning Horizon The Type field can be selected as Fixed or Relative. Fixed type fetches the data from the date as specified in the From field. Relative type fetches the data based on the current date. The Days field can be set to the number of days to fetch the data from the ERP backend server. Location Map Zoom Level: You can select the default map zoom level for the Service Scheduler Workbench. Others Auto Save When the Auto Save Option is set to ON, all the actions executed by you are saved to the ERP backend server. You cannot revert this action. When the Auto Save mode is disabled, click the Refresh button to undo the actions. Exclude Service Engineers The selected Service engineers are excluded from the Workbench. Exclude Service Order Series The Service orders with the specified order series will be excluded from the work bench. Gantt The Gantt tab enables you to define the displays options for the Gantt chart. View Options You can define the Gantt time scale to be displayed in the Workbench. These are the options: Today: The Gantt time scale is set to Today. You can also select the Visible units and the Starting Hour. Current Week: The Gantt time scale is set to Week. You can also select the Visible units and the Starting Day for Week. The Starting Day For Week setting is considered only when the Current Week is the selected View option, the first time the application is launched. Current Month: The Gantt time scale is set to Month. If the Current Month is the selected view option, the time scale will be 31 days from the current date. Indicator Symbols You can define the symbols for the flags in this order Blocked, Emergency, and Appointment. Others Activity Block Description The selected option is displayed on the activity task bar. Color Procedure You can define the colors for the task bar based on the Color Procedure. For example, if the Status is selected, the colors defined for the activity status such as Free, Released, and Planned are displayed. Show Free Resources To enable the Show Free Resources option, select this check box. Freeze Gantt Scale To enable the Freeze Gantt Scale option, select this check box. Respect Drop Time To enable the Respect Drop Time option, select this check box. Drop Time Grid With this setting Planner can define granularity of dropping by either 15 mins, 30 mins or 1 Hour. For example when 15 mins is selected below drop times can be seen: Show Activity Constraints Use this option to view the first two rows of the Gantt chart. This helps you to determine, if the earliest start time, latest finish time, installation group calendar, planned start time, planned finish time, and ATP are in sync or if there is any deviation. Employee Sequence You can group employees or define the sequence such that the selected employees are displayed at the top of the Gantt chart. Select a row to enable the Up/Down arrows. Use the arrows, to shift the position of an employee. When you set the displayed sequence, you must click the Refresh button. The sequence of employees in Gantt: Colors Use the Colors tab to define the colors for these options: Tooltip The Tooltip option is configurable. You can choose the required fields to be displayed with a tooltip. Multi-activity Planning Multi-activity planning enables you to perform the planning methods such as Time based and Route based. For more details, refer to the Multi-activity Planning section. |