Gantt

See also: Map,  Needs Assignment, Assigned, Dispatch Board,  My Work

• The Gantt view enables you to view work orders and appointments that are assigned to field technicians over different time periods

• The tool bar provides quick access to different date ranges such as 1 day, 3 days, 5 days, etc

• Configurable color coding of objects allows users to quickly differentiate between high priority/low priority items

• Right click menus provide quick access to common functions such as opening the work order, logging items on behalf of technicians, and re-ordering jobs for the day

To Assign Work Order to a Technician:

Steps:

1. On the ribbon bar, in the Search group, click search button

2. Needs Assignment tab displays a list of all the work orders that needs to be assigned

3. In the Gantt tab, you can view the list of all the technicians from all the hierarchy levels of the organization

4. From the Needs Assignment tab, drag the appropriate work order that you want to assign and drop it near the appropriate technician in the Gantt tab

5. Re-order Jobs dialog box appears. Perform appropriate actions in the dialog box

6. Click Save and Close

Common Tasks

Dispatch Board Right Click Menu