The Service Resources List is displayed on the left side of the Gantt view. Only active territories assigned to the logged in user will be shown here and the active field agents and crew for the selected date will be displayed here.
You can filter the Service Resources List using Territory. Within a territory, you can filter the Service Resources List based on the resource type, i.e. All, Crew, or Agents. The following details about the field agents and crew are displayed:
- Assigned service appointments count
For a crew, you can see the agents in the crew by clicking the expand arrow [
Service Resource Details
Clicking on a particular row will show the details of the field agent/crew.
The appointments assigned to the field agent/crew can be viewed in the service resource calendar with Monthly, Weekly, or Daily views. Hover over an entry to view the details. Further details of the appointment can be viewed by clicking on the entry. The TimeOff
entries will also be displayed. Within this service resource calendar, you can schedule
All the appointments assigned to the field agent/crew are also displayed in a list view.
Other details of the field agent/crew like the Territories
they have worked in, their Skills
, their TimeOff
entries will be displayed.
Scheduling in Service Calendar
You can do the following in the service resource calendar:
- Create appointment
- Reschedule through drag and drop
- Click on the point in the calendar that corresponds to the day or time for which you want to create the appointment.
- In the Create Appointment popup, choose the work order for which you want to create the appointment.
- In the Create Appointment popup, the following details will be populated, which you can change if required. Click Schedule or Schedule and Dispatch to continue.
- Scheduled Start/End Date Time
- Service Resource
You can create appointments from the Month, Week, and Day views.
From the service resource calendar, you can reschedule an appointment in the following ways:
- Drag and drop an appointment to a different date or time
- Resize the appointment
You can reschedule an appointment by dragging and dropping it to a different date or time. In the Schedule Appointment popup, the details are prefilled. Make the necessary changes and click Schedule Appointment. You can reschedule appointments from the Month, Week, and Day views.
You can also reschedule an appointment by resizing the appointment. Move your cursor to the bottom edge of the service appointment and when the cursor changes to a downward arrow, resize it to the duration you want for the service appointment. In the Schedule Appointment popup, the details are prefilled. Make the necessary changes and click Schedule Appointment. You can resize and reschedule appointments only from the Week, and Day views.
Tip: Click on the date in the Month view to go to the Day view.
Sort the Service Resources List
You can sort the Service Resources List using the following criteria:
Name: Sort the service resources list using the agent or crew name. The agents will be listed first followed by the crew.
SA Count: Sort the service resources list using the number of service appointments assigned to the agent or crew.
Working Hours: Sort the service resources list using the number of hours for which the agent or crew are assigned service appointments.