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Filtering the Schedule Screen by single... Expand / Collapse
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Posted 8/18/2006 9:30:21 AM
Supreme Being

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Last Login: 10/1/2007 10:04:58 AM
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Hi Joyce,

Is there a way to filter the Schedule Screen so we see only a single Workorder and its scheduled tasks?

With all the other workorders' tasks displaying in the Schedule Screen it can become a tedious process hovering over tasks trying to locate only the tasks for a particular workorder. 

We entered a project-type workorder that has a total of 31 tasks.  Twice now, and I anticipate more, we have had to reschedule tasks to accommodate the customer's changing schedule.  We had to ask the customer to "please hold" while we did the hover-search.  In both instances we ended up having to call them back due to the amount of time it was taking to find the scheduled tasks.

If we could filter the screen to only show a single workorder's tasks it would make finding and moving the scheduled tasks quick and easy.

Thanks,

Bob

Post #1913
Posted 8/18/2006 10:31:04 AM
AyaNova Sales & Support

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Last Login: Yesterday @ 8:27:06 PM
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Hi Bob

The Schedule screen displays workorder items for scheduled users - and when hovering, additional information as edited in the Global Settings screen to display when hovering such as

Service Workorder #
Client
Dispatch Zone
Project
Unit
Unit Model
Unit Model Category
Vendor
Workorder Category
Workorder Status
Color of Workorder item status
Customer Contact Name
Customer Reference #
Internal Reference #
Summary
Request Date
Item Summary
Service Notes
Schedulable User
Service Start Date & TIme
Service Stop Date & Time
Priority Flag color

Tasks selected in a workorder item for the scheduled user are not a selectable option to display, so I'm assuming here that you must mean another field listed above you are looking for when you hover.

If you have a lot of workorder items for that client on that day they are re-scheduling for, and finding you are hovering on a number of workorder items finding that specific  workorder item, a suggestion would be to use instead the Service navigation grids to filter to display only workorders for that client that are not yet completed, along with the date range they are rescheduling for if again a lot of workorder items for that client, together with the workorder item summary to quickly identify which workorder needs to be edited.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #1914
Posted 8/18/2006 10:40:09 AM
Supreme Being

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Last Login: 10/1/2007 10:04:58 AM
Posts: 127, Visits: 569
Hi Joyce,

I think I overshadowed my question by supplying a reason for the question.  Sorry.

Let me keep it simple...

Is there a way to filter the Schedule Screen so we see only a single Workorder and its scheduled tasks?

Thanks.

Post #1915
Posted 8/18/2006 10:52:26 AM
AyaNova Sales & Support

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Hi again Bob

Actually, the information you provided allowed me to understand what you are attempting to do and provide a suggestion.

Viewing tasks from the Schedule screen is not a feature.

The Schedule screen is not filterable by specific workorder items - only by the schedulable user group settings.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #1916
Posted 8/18/2006 11:52:13 AM
Supreme Being

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Group: Forum Members
Last Login: 10/1/2007 10:04:58 AM
Posts: 127, Visits: 569
Hi Joyce,

I will checkout the grid option you mentioned although being able to quickly find, then drag and drop a task would be great.  The operative words being "quickly find."  Our Schedule Screens are loaded.

By the way... having the capability to hover over a task and see its details is an excellent feature!

Thanks.

Post #1917
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