Planning Board

This chapter explains the Beyond Scheduler user interface. You can display the Beyond Scheduler view both chronologically and according to individual filter settings (e.g. filtered by user or orders).

To display the Beyond Scheduler interface, proceed as follows:

  1. Open the search function from the role center (ALT+Q) .
  2. Search for Service Scheduler and click on the corresponding search result.
  3. The Beyond Scheduler interface is displayed.
    User Interface
    Figure: User Interface
  4. The Beyond Scheduler user interface consists of the four areas Timeline (1), View Filter Area (2), Worksheet Selection Area (3) and the Planning Board (4).
    Timeline
    Figure: Timeline (1)
  5. You can navigate between days, weeks, months or years in the Planning Board (4) using the arrow icons on the left-hand side of the Timeline (1). To change the time unit (days, weeks, months or years), click on the timeline option of the same name. Please note that a scroll bar is displayed for some options at the bottom of the Planning Board (4), which allows you to display the entire time range (e.g. from 00:00 am to 11:59pm).
  6. On the right-hand side of the Timeline (1), you can call up a calendar selection or jump to today's working date using the corresponding symbols.
  7. You can update the view manually using the circular arrow symbol to the left of the View Filter Area (2). From the drop-down menu, you can apply a filter you have defined to the Planning Board (4). For more information on how to create filters, please refer to the chapter Create filter.
    View Filter Area (2)
    Figure: View Filter Area (2)
  8. The Worksheet Selection Area (3) displays all service orders in the system. The service orders displayed are made up of the following information: Service order number with the corresponding line number + Service item description + Repair status. You can use the drop-down menu to apply a filter to filter the service orders. For more information on how to create filters, please refer to the chapter Create filter.
    Worksheet Selection Area (3)
    Figure: Worksheet Selection Area (3)
  9. The timeline and the available resources are displayed in the Planning Board. The resources displayed can be narrowed down using filters.
    Planning Board (4)
    Figure: Planning Board (4)

For more information on how to set up Beyond Scheduler, please refer to the chapter Assign User Permissions.