Appointment History on Map

Form ID: (FS301200)

On this form, you can view the appointments to which the staff members are assigned, the routes calculated by the system for staff members, and the actual routes of the staff members for a particular date on the map.

Staff Pane

In the table on this pane, you can view the staff members and information about the appointments to which they are assigned.

The toolbar includes standard elements. For the list of standard elements, see Calendar and Map Table Toolbars.

Table 1. Table Columns
Column	Description
Route List	The list of staff members and the appointments to which they are assigned. You can click a name of a particular staff member to view details of the routes and appointments on the Route Information and Appointment Information tabs. You can also click the arrow button left of the staff member's name or of the related appointment to show or hide all staff member's appointments and routes or a particular appointment on the map.
Route/Customer	The name of the customer with which an appointment takes place.
Location	The identifier of the appointment location.
Service Duration	The total expected time of performing the services of the appointment in this row.

Table 2. Staff-Related Menu CommandBy right-clicking a staff member row on this pane, you can invoke any of the following menu commands.
Element	Description
Show or Hide Route Appointment Information on the Map	Shows or hides the appointment information on the map for the staff member you have selected.
Show or Hide GPS Location on Map	Shows or hides the latest location (indicated with the D icon) on the map for the staff member you have selected. This menu command is available only if the Show Location Tracking check box is selected on the Service Management Preferences (FS100100) form.

Table 3. Appointment-Related Menu CommandBy right-clicking an appointment row on this pane, you can select the following menu command.
Element	Description
Appointment Information	Opens the Appointments (FS300200) form, where you can view and modify details on the appointment you have selected.

Map Pane

In the map area, you can view the following information for each staff member for the date and branch selected in the Staff pane:

The actual route of the staff member (displayed in green): The system generates this route in accordance with the locations tracked for the user.
The system-suggested route of the staff member (displayed in the default color of Bing Maps): This is the route that has been built by Bing Maps.
The most recent location of a staff member (marked with a D, which is the driver location icon): You click this icon to see the location information (that is, the staff member's name and the time when the location was registered).
The locations where a staff member was idle (displayed as yellow dots): These are the locations at which the staff member stayed for more than the time specified in the History Time Accuracy box on the Calendars and Maps tab (the Map Settings section) of the Service Management Preferences (FS100100) form within the range specified in the History Distance Accuracy box. You can click any yellow dot to see the time range when the staff member has been at this location.
The locations where a staff member was moving (displayed as green dots): At these locations, the staff member stayed for less than the time specified in the History Time Accuracy box on the Service Management Preferences (FS100100) form within the range specified in the History Distance Accuracy box—that is, the staff member was moving. You can click any green dot to see the time when the staff member has been at this location.

For you to be able to view actual routes and staff locations, the Show Location Tracking check box has to be selected on the Calendars and Maps tab (the Map Settings section) of the Service Management Preferences (FS100100) form. Also, location tracking has to be turned on for each user whose locations you want to track, which is done on the Users (SM201010) form. For details, see User Access: Mobile Devices.

The map toolbar includes standard and form-specific elements. For the list of standard buttons, see Map Pane. The form-specific element is listed below.


Button	Description
Branch	A box in which you can select the branch for which routes are shown on the map. A staff member's routes will be shown on the map if for the staff member, this branch is selected in the Branch box of the Employees (EP203000) form.

Route Information Pane

In this pane, you can view data on the route duration, distance, and number of appointments for the staff member you have selected in the Staff pane of the current form. You have to select a staff member to view the data.

Note:

The name of this pane is initially Route Information, and the pane contains no data. When you select a staff member, the system changes the name of the pane to Route for followed by the name of the staff member. For example, if the staff member name is Andrews Michael, the updated name of this pane is Route for Andrews Michael, Mr.

Appointment Information Table

In this section, you can view data on each appointment on the route of the selected staff member in the Staff tab of the current form. You have to select a staff member to view the data.

Note:

The name of this pane is initially Appointment Information, and the pane contains no data. When you select a staff member, the system changes the name of the pane to Appointments for followed by the name of the staff member and the number of appointments in parentheses. For example, if the staff member has three appointments with customers, the updated name of this pane is Appointments for Andrews Michael, Mr. (3).

Table 4. Table Columns
Column	Description
Appointment	A combination of the staff member identifier, as specified on the Employees (EP203000) form, and the number of the appointment, as specified on the Appointments (FS300200) form. For example, if the staff member ID is 0001 and the number of the appointment is 001234-1, the combination displayed in this column is 0001-001234-1.
Route/Customer	The name of the customer with which the appointment takes place.
Service Type	A description of the service.
Travel Time	The time that is needed to get from the appointment location listed in this row to the next appointment location.
Service Duration	The total time that performing the services of the appointment is expected to take.
Actual Start Time	The actual time when the appointment started.
Actual End Time	The actual time when the appointment ended.
Location	The identifier of the appointment location.
Postal Codes	The postal code of the appointment location.
Address	The address of the appointment location.