Setup Configuration & Default Behaviour

This chapter describes how to select the configuration and set up the default behavior for scheduling time periods in the planning board.
The contents of this chapter are divided into the following sections:

• Setup Configuration
• Setup Default Behaviour
• Show Dependency Links
• Define Default Service Order Type

Setup Configuration

This section describes how to set up the configuration for Beyond Scheduler. The configuration specifies which elements (service orders, rental orders, standby times, etc.) can be scheduled for resources in Beyond Scheduler.

BeyondIT can create a customized configuration for you that is adapted to your requirements. For more information about these customizations, please contact us. You can find our contact details in the chapter About BEYOND Scheduler.

To select the configuration for Beyond Scheduler, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Scheduler Setup.
2. The Scheduler Setup page is displayed.

   

   Figure: Scheduler Setup

3. Open the Config drop-down list.
4. The available values are displayed. The default value is Basic Service. In this configuration, the Service business area is included and you can schedule service orders in the planning board. If you have purchased an individual configuration together with Beyond Scheduler, you must enter this as a value in this field in order to be able to use your individual planning elements with the planning board.

You have selected a value in the Config field.

Setup Default Behaviour

This section describes how to set up the default behavior within the planning board. The default behavior determines which planning board element (e.g. a note or service order) is created when a period is selected.

To set up the default behavior when selecting a time period in the Beyond Scheduler planning board, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Scheduler Setup.
2. The page Scheduler Setup is displayed.

   

   Figure: Scheduler Setup

3. Open the drop-down list Standard Entity used for time range click.
4. The available values are displayed.

   

   Figure: Values for Standard Entity used for time range click

5. Select one of the available values:
   • Nothing: When selecting a time period, no planning element is created by default.
   • Service Worksheet: When a period is selected, a service worksheet is created by default. For more information, please refer to the chapter Create Service Order & Worksheet.
   • Note: A note is created by default when a time period is selected. Further information on notes can be found in the chapter Working with Notes.

You have set up the default behavior.

Show Dependency Links

This section describes how to show dependency links in the planning board. This function is useful if you are working with several resources on one order in the planning board.

To show the dependency links in the planning board, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Scheduler setup.
2. The Scheduler Setup page is displayed.
3. Activate the Show Dependency Links slider.

   

   Figure: Scheduler Setup

You have activated the dependency links in the planning board. Copied orders in different resource lines are now linked with an arrow.

Figure: Dependency Links in Planning Board

Define Default Service Order Type

This section describes how to define a service order type to be used by default. This setting defines which service order type is used when you create a service order via the planning board.

To define a service order type to be used by default, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Scheduler Setup.
2. The Scheduler Setup page is displayed.
3. Under the Standard Service Order Type field, enter the service order type to be used when you create a service order via the planning board.

   

   Figure: Scheduler Setup

For more information on how to create a service order via the planning board, please refer to the chapter Create Service Order & Worksheet.

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