Calendar Board

Form ID: (FS300300)

By using this form, you can view appointments on an interactive calendar; you can also create, schedule, and modify the appointments. For details, see Quick Appointment Creation: To Create an Appointment on the Calendar Board.

Service Orders Tab

On this tab, which is the left pane of the form, you can view the service orders that do not have appointments assigned yet, along with various settings that have been specified for each service order on the Service Orders (FS300100) form. The service orders are displayed for the period of time that is defined in the Show Service Orders in a Period of x Days box of the Service Management Preferences (FS100100) form.

By using this tab, you can also filter staff on the dashboard by the skills, license types, and service areas required for a particular service order or service. To do so, you right-click the necessary service order or service and click Filter Staff. The system then displays only the staff members that have the necessary skills, license types, and service areas required for the selected service order or service.

To create an appointment for a service order or a particular service, you can click the necessary service order or service on this tab and drag it to the necessary date, start time, and staff member on the dashboard. When you do, the system creates the appointment and keeps it selected. You can press the E key to open the Appointments (FS300200) form and edit the created appointment. You can also select D to delete the appointment.

The table toolbar includes standard element and form-specific buttons. For the list of standard elements, see Calendar and Map Table Toolbars. The form-specific buttons are listed below.

Table 1. Table Toolbar
Button	Description
Filter	Opens the Service Order Filters dialog box, which you can use to define a new filter. After you create and save the filter, the information on the dashboard is updated.
Clear Filter	Clears the filter settings. This button appears on the table toolbar only if a filter has been applied to the table.

Table 2. Service Order Filters Dialog Box
Element	Description
The Selector area of the dialog box includes the following box.
Supervisor	The staff member to whom the service orders you want to view are assigned in the Supervisor box on the Settings tab of the Service Orders (FS300100) form. You can leave the box blank to view the service orders assigned to all staff members.
The dialog box contains the following tabs.
Skills	A tab that contains check boxes representing the skills that have been added on the Skills (FS200600) form. If you select the check boxes that represent the needed skills, when you apply the filter, the system filters the service orders by the presence of the selected skills.
License Type	A tab that contains check boxes representing the license types that have been added on the License Types (FS200900) form. If you select the check boxes that represent the needed licenses, when you apply the filter, the system filters the service orders by the presence of the licenses of the selected types.
Problems	A tab that contains check boxes representing the problems that have been added on the Problem Codes (FS201200) form. If you select the check boxes that represent the needed problems, when you apply the filter, the system filters the service orders by the presence of the selected problems.
Service Classes	A tab that contains check boxes representing the service classes that have been added in the Service Classes (FS400900) form. If you select the check boxes that represent the needed service classes, when you apply the filer, the system filters the service orders by the selected service class.
The dialog box contains the following buttons.
Filter	Applies the selected filtering criteria.
Filter & Close	Applies the selected filtering criteria and closes the dialog box.
Close	Closes the dialog box without applying the selected filtering criteria.

Table 3. Table Columns
Column	Description
Service Order	The identifier of the service order. If services have been assigned to the service order, you can expand the list to display them by clicking the arrow to the right of the service order identifier.
Quantity	The number of services assigned to the service order.
Unlabeled	An unlabeled column with an icon that represents the status of the service. The column contains one of the following icons: : The service is scheduled. : The service is not scheduled.
Customer	The customer that ordered the services of the service order.
Service Order Type	The type of the service order.
Priority	The priority to perform the service order. The column contains one of the following options: L: Low priority M: Medium priority H: High priority
Severity	The severity associated with the service order. The column contains one of the following options: L: Low severity M: Medium severity H: High severity
SLA	The deadline or service-level agreement.
Date	The date when the service order document was created.
Source Type	The type of the source of the service order (Service Order, Sales Order, Case, or Opportunity).
Source Ref.	The reference number of the document that is a source of the service order.
Supervisor	The staff member assigned as a supervisor for the service order.

The table footer includes only standard elements. For the list of standard elements, see Calendar and Map Table Footer.

Unassigned Appointments Tab

On this tab, which is in the left pane of the form, you can view the appointments that do not have assigned staff members yet, along with various settings that have been specified for each appointment on the Appointments (FS300200) form.

To assign an appointment to a particular staff member, you can click the necessary appointment on this tab and drag it to the necessary staff member on the dashboard. When you do, the system displays the appointment for the staff member and keeps it selected. You can press the E key to open the Appointments (FS300200) form and edit the created appointment. You can also select D to delete the appointment.

The table toolbar includes standard element and form-specific buttons. For the list of standard elements, see Calendar and Map Table Toolbars. The form-specific buttons are listed below.

Table 4. Table Toolbar
Button	Description
Filter	Opens the Unassigned Appointment Filters dialog box, which you can use to define a new filter. After you create and save the filter, the information on the dashboard is updated.
Clear Filter	Clears the filter settings. This button appears on the table toolbar only if a filter has been applied to the table.

Table 5. Unassigned Appointment Filters Dialog Box
Element	Description
The dialog box contains the following tab.
Skills	A tab that contains check boxes representing the skills that have been added on the Skills (FS200600) form. If you select the check boxes that represent the needed skills, when you apply the filter, the system filters the appointments by the presence of the selected skills.
The dialog box contains the following buttons.
Filter	Applies the selected filtering criteria.
Filter & Close	Applies the selected filtering criteria and closes the dialog box.
Close	Closes the dialog box without applying the selected filtering criteria.

Table 6. Table Columns
Column	Description
Appointment	The number of the appointment in the system.
Customer	The customer with which the appointment takes place.
Service Order Type	The service order type of the appointment.
Quantity	The number of unique services that will be performed in the appointment.
Date	The scheduled day of the appointment.
Start Time	The time when the appointment is scheduled to start.
End Time	The time when the appointment is scheduled to end.

The table footer includes only standard elements. For the list of standard elements, see Calendar and Map Table Footer.

Dashboard

The dashboard is a pane that displays in calendar format the appointments assigned to staff members for a particular day, week, or month in the Horizontal or Vertical view mode. You can drag services, service orders, and unassigned appointments to the appropriate start time and date on the dashboard to assign a staff member to perform services, and you can create an appointment (if the appointment has not been created yet). For more information, see Calendar Dashboards and Appointments on the Calendar Boards.

Table 7. Dashboard Toolbar
The dashboard toolbar includes standard buttons and form-specific elements. For the list of standard buttons, see Dashboard Toolbar. The form-specific elements are listed below.
Element	Description
Appointments	Opens one of the following, based on whether the Select Service Order Type on Creation from Calendars check box is selected on the User Profile (SM203010) form for the current user: If the check box is cleared, the Appointments (FS300200) form. On this form, you can create a new appointment. If the check box is selected, the Create Appointment dialog box. Here you can select the service order type of the appointment to be created and proceed to creating a new appointment.
Branch	The branch for which you want to view data on the form. By default, the branch to which you are signed in is selected. Based on the branch specified in this box, the system displays data on the current form as follows: On the dashboard: An appointment is shown only if for the appointment, this branch is selected in the Branch box on the Financial Settings tab of the Appointments (FS300200) form. A staff member is shown only if for the staff member, this branch is selected in the Branch box of the Employees (EP203000) form. On the Service Orders tab of the left pane, a service order is shown only if for the service order, this branch is selected in the Branch box on the Financial Settings tab of the Service Orders (FS300100) form. On the Unassigned Appointments tab of the left pane, an appointment is shown only if for the appointment, this branch is selected in the Branch box on the Financial Settings tab of the Appointments form.
Branch Location	The branch location for which you want to view data on the form. Based on the branch specified in this box, the system displays data on the current form as follows: On the dashboard: An appointment is shown only if for the appointment, this branch location is selected in the Branch Location box in the Summary area of the Appointments form. A staff member is shown only if for the staff member, this branch location is selected in the Branch Location box of the Staff Schedule Rules (FS202001) form. On the Service Orders tab of the left pane, a service order is shown only if for the service order, this branch location is selected in the Branch Location box in the Summary area of the Service Orders form. On the Unassigned Appointments tab of the left pane, an appointment is shown only if for the appointment, this branch location is selected in the Branch box on the Financial Settings tab of the Appointments form.
Name Filter	The staff member for whom you want to view data. Enter the staff member name and click anywhere on the form, or leave this box blank to view data for all staff members entered into the system.
Time Interval	The time interval for which the data is displayed on the dashboard. You can select one of the following options: Day Week Month You can set the default time interval in the Time Range box on the Calendars and Maps tab of the Service Management Preferences form.

Table 8. Create Appointment Dialog BoxThis dialog box appears when you create an appointment from the current form if the Select Service Order Type on Creation from Calendars check box is selected on the User Profile (SM203010) form for your user account.
Element	Description
The dialog box contains the following box.
Service Order Type	The service order type of the appointment to be created. By default, the system inserts the service order type that has been specified for the user on the User Profile form (if applicable) or the default service order type that has been specified for the system on the Service Management Preferences form (if applicable). The default service order type can be overridden.
The dialog box contains the following buttons.
OK	Opens the Appointments form with the selected service order type.
Close	Closes the dialog box without creating an appointment.

Table 9. Staff Filters Dialog Box
You use this dialog box to filter staff members that shown on the dashboard by their skills, the types of licenses they have, the services they provide, and their service areas. You open the dialog box by clicking the Filter button on the dashboard title bar.
Element	Description
The Selector area of the dialog box includes the following box.
Reports To	The manager or other employee who is responsible for the employee assignments. If you select an employee in this box, when you apply the filter, the system shows only those staff members for whom the employee is specified in the Reports To box of the Employees (EP203000) form.
The dialog box also contains the following tabs.
Skills	A tab that contains check boxes representing the skills that have been entered into the system. If you select the check boxes that represent the needed skills, when you apply the filter, the system filters the staff members by the presence of the selected skills.
License Types	A tab that contains check boxes representing the license types that have been entered into the system. If you select the check boxes that represent the needed license types, when you apply the filter, the system filters the staff members by the presence of the licenses of the selected types.
Services	A tab that contains check boxes representing the services that have been entered into the system. If you select the check boxes that represent the needed services, when you apply the filter, the system filters the staff members by the ability to perform the selected services.
Service Areas	A tab that contains check boxes representing the service areas that have been entered into the system. If you select the check boxes that represent the needed service areas, when you apply the filter, the system filters the staff members by the ability to perform the services in the selected service areas.
The dialog box contains the following buttons.
Filter	Applies the selected filtering criteria.
Filter & Close	Applies the selected filtering criteria and closes the dialog box.
Close	Closes the dialog box without applying the selected filtering criteria.

Table 10. Staff Member Menu CommandsIn the *Horizontal* view mode, you can invoke the following menu commands by right-clicking a particular staff member's name.
Element	Description
Edit	Opens the Employees (FS205500) form, where you can modify the staff member's information.
Staff Calendar	Opens the Staff Calendar Board (FS300400) form with the specified data. On this form, you can view and modify the work schedule and appointments of the selected staff member.

You can invoke the following commands by right-clicking on an appointment on the calendar board.

Table 11. Appointment Menu Commands
Element	Description
Edit	Opens the Appointments (FS300200) form with the selected appointment, so you can view its details and modify it.
Clone	Opens the Clone Appointments (FS500201) form, where you can clone the selected appointment.
Validate by Dispatcher/Clear Validation	Validates the selected appointment, or negates the validation of the selected appointment.
Confirm/Unconfirm	Confirms the confirmation with the customer of the selected appointment, or removes this confirmation.
Delete	Deletes the appointment from the system.

The dashboard footer includes elements that you use to navigate through dashboard pages (if there are multiple pages), set time filters, change the time resolution (in the Horizontal view mode), and change the view mode. For the list of standard footer elements, see Dashboard Footer.