Dispatch Console Customization

Dispatch Console Customization

You can customize the details in the service appointment bar in the Gantt view of the Dispatch Console and the appointment entry in the Service Resource Calendar. The service resource calendar can be seen in the Users Details page, Crew Details page, and the Service Resource Details popup in the Gantt view of the Dispatch Console.

Gantt View

You can customize the service appointment bar in the Gantt view of the Dispatch Console. You can choose the appointment parameters that you want to see in the appointment bar and the order in which you want them to be displayed. By default, the following parameters will be displayed in the appointment bar:
  1. Appointment name
  2. Asset used in the appointment
  3. Duration of the appointment
    1. Scheduled duration if the appointment hasn't started
    2. Actual duration if the appointment has started
  4. Billing status of the appointment

 

To customize the service appointment bar:
  1. Navigate to Setup > Customization > Dispatch Console. Select the Gantt View tab and click Edit.



  2. In each row, select the parameters whose values you want to see in the appointment bar. Click Save.


The added values can be seen in the service appointment bar.



Note:
  1. If you do not select a value in the first or second dropdown, the parameter, if any, present in the subsequent dropdown will be used.
  2. If for an appointment, the value is not present for a selected parameter, then there are two possibilities:
    1. The value of the next parameter, if present, will be displayed
    2. That position will be left empty
  3. The parameters Name and Duration are not editable.

Service Calendar

You can customize the service appointment entry in the Service Resource Calendar, wherever it is used. You can choose the appointment parameters that you want to see in the entry and the order in which you want them to be displayed. By default, the following parameters will be displayed in the service appointment entry:
  1. Appointment Name/Time sheet ID (if present)
  2. Start Time of the appointment
    1. Scheduled Start Time if the appointment hasn't started
    2. Actual Start Time if the appointment has started
  3. Asset used in the appointment (applicable only for the entries in the Day view)

 
To customize the service appointment entry:
  1. Navigate to Setup > Customization > Dispatch Console. Select the Calendar tab and click Edit.
    You can customize the entries in the Month, Weekly, and Day views of the calendar.

          
  2. In each row, select the parameters whose values you want to see in the appointment entry. Click Save.

The added values can be seen in the service appointment entry.


Note:
  1. If you do not select a value in the first dropdown, the parameter, if any, present in the subsequent dropdown will be used.
  2. If for an appointment, the value is not present for a selected parameter, then there are two possibilities:
    1. The value of the next parameter, if present, will be displayed
    2. That position will be left empty
  3. The parameter Name is not editable.

Reset Settings

You can reset the settings for the service appointment bar or entry to its default values. Click Reset Default to do so. Select Reset in the confirmation message to continue.
 


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