Maintaining Display Settings

Use the Service Schedule Profiles form to maintain the display settings for users. The manner in which this form is set up controls both the look and feel of the calender and the partner and appointment data that is displayed.

A profile determines the way scheduling data is displayed on the Service Schedules form. Multiple profiles can be created and saved to allow the scheduler to move between different types of views. For example, you could use a Monthly view or a Weekly view, or display appointments and partners based on specific departments, regions and other groupings.

Follow these steps to maintain the display for a profile:

1. Launch the Service Schedule Profiles form.
2. In the Header section, specify this information:

   User ID

   Specify the user ID associated to the profile.

   Profile ID

   Specify a profile ID.

   Default Profile

   Select this check box to set this profile as the default profile for the user.

   Profile Level

   • Public: Select this option if the display settings are for all users who can access the Service Schedules form.
   • User: Select this option if the display settings should only be available to the user currently logged in.
3. In the Initial Display section, specify this information:

   View

   Select the type of view for the display.

   Color Coding

   Select the type of color coding for the display.

4. Specify the filters to use on the scheduling board:

   Partner Filter Override

   Select an override setting to determine which partners are displayed on the scheduling board:

   • On Tasks: Shows only partners with appointments for the selected tasks.
   • Selected: Shows all partners that have been selected in the Partner Filter even if they do not have appointments scheduled.

   Tasks Filter Override

   Select an override setting to determine which tasks are displayed on the scheduling board:

   • Selected: Shows appointments for the selected tasks only.
   • All: Shows all appointments for the applicable partners currently displayed.

   Default Partner Filter

   Select a user-defined default filter.

5. In the Work Week section, specify this information:

   Days Check Boxes

   Select the days of the week to be considered when performing multi-day scheduling.

   Work Start/End

   Specify the starting and ending hours to determine the Work Week and Partner/Time views.

   Break Start/End

   Specify the starting and ending break times. These can be used in combination with color coding

6. In the Multi-Day section, specify this information to use as default values, when creating a multi-day appointment, on the Service Appointments form:

   Method

   Select Finite to consider other schedule appointments when finding available hours.

   Select Infinite to schedule appointments based on the partner's availability, without considering other appointments that already exist. This method has the potential to generate appointments that overlap.

   Minimum Hours

   Specify the minimum number of hours for which an appointment should be scheduled in one day.

   Maximum Hours

   Specify the maximum number of hours for which an appointment should be scheduled in one day.

7. In the Display Settings sections, specify this information:

   Refresh Interval

   In minutes, specify how often the data refreshes on the Service Schedules form.

   Appointment Labels

   Click this button to launch the Service Schedule Labels form, on which the user can select which data appears when appointments are viewed on the scheduling board.

8. In the Colors section, specify the foreground and background colors for Calendar, Appointment, and Break Time.

   Change

   Click this button to select a color from the palette window.

   Clear

   Click this button to reset the color to the default setting.

9. Save the record.

Additional Filters

Use these buttons to specify additional filters:

• SRO/Incident Status: Click this button to launch the Service Schedule ProfileFilters form in Status Code mode. The status codes listed are pulled from the Service Status Codes form. This list reflects codes that are added or removed from the Service Status Code master form. Selecting specific codes causes the scheduling board to only consider incidents and SROs of that status.
• SRO/Incident Priority: Click this button to launch the Service Schedule Profile Filters form in Priority Code mode. The priority codes listed are pulled from the Service Priority Codes form. This list reflects codes that are added or removed from the Service Priority Codes master form. Selecting specific codes causes the scheduling board to only consider incidents and SROs of that priority.
• Appointment Status: Click this button to launch the Service Schedule Profile Filters form in Appointment Status mode. The appointment statuses listed are pulled from the Service Appointment Status Codes form. This list reflects codes that are added or removed from the Service Appointment Status Codes master form. Selecting specific codes causes the scheduling board to only consider incidents and SROs of that appointment status.
• Task Selection: Click this button to launch the Schedule Profiles Tasks Filters modal form. The default values set on this form are Additional Filters of the Task Selection modal form.
• To Be Scheduled: Click this button to launch the Schedule Profiles To Be Scheduled Filters modal form. The default values set on this screen are Additional Filters of the Task To Be Scheduled modal form.

NOTE: If the filters are never accessed, it is assumed all data is returned.

Related Topics

Color Coding

Configuring Appointment Labels for the Service Schedules Form

Configuring Hover Labels for the Service Schedules Form