User Interface

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

To display the interface of Beyond Scheduler, proceed as follows:

  1. From the role center, open the search function (ALT+Q) .
  2. Search for Service Scheduler and click on the appropriate search result.
  3. The interface of Beyond Scheduler is displayed.
    User Interface
    Figure: User Interface
  4. The user interface of Beyond Scheduler is composed of four areas Timeline (1), View Filter Area (2), Order Selection Area (3) and the Planninng Table (4).
    Timeline
    Figure: Timeline (1)
  5. Using the arrow icons on the left edge of the Timeline (1), you can navigate between days, weeks, months or years in the Planning Table (4). To change the temporal unit (days, weeks, months, or years), click the timeline option of the same name. Note that at the bottom of the Planning Table (4), some options display a scroll bar that allows you to view the entire range (e.g. from 00:00 to 23:59).
  6. On the right edge of the Timeline (1), you can use the corresponding icons to call up a calendar selection or jump to today's work date.
  7. The circular arrow icon to the left of the View Filter Area (2) allows you to manually refresh the view. From the dropdown menu, you can apply a filter you have defined to the Planning Table (4). For more information on how to create filters, see the Create Filter chapter.
    View Filter Area (2)
    Figure: View Filter Area (2)
  8. The Order Selection Area (3) displays all service orders in the system. The displayed service orders are composed of the following information: Service order number with the corresponding line number + Service item description + Repair status code. Using the dropdown menu, you can apply a filter to filter the service orders. For more information on how to create filters, see the Create Filter chapter.
    Order Selection Area (3)
    Figure: Order Selection Area (3)
  9. In the Planning Table the timeline and the available resources are displayed. The displayed resources can be narrowed down via filters.
    Planning Table (4)
    Figure: Planning Table (4)

For more information on how to assign a service order to a resource, see the Schedule Orders chapter.