Scheduling
In Dataforce ASAP, there are multiple tools available to facilitate the process of scheduling appointments:
Manual methods of scheduling
- Drag and Drop scheduler - A quick and easy method for scheduling multiple appointments through a drag and drop interface
- Smart Scheduler - Provides an assisted method of scheduling by suggesting time slots determined most suitable for the appointment, based on current schedule, travel distance, etc.
- Manual Scheduler - Provides a method for manually selecting any Field Worker, time slot, etc. This method also provides the ability to modify the work type of an appointment.
- Drag and drop scheduling (legacy) - A legacy method for scheduling multiple appointments through a drag and drop interface
Automatic methods of scheduling
- Automatic Scheduling - Provides an automated method for scheduling an appointment through selected answers on the job or parent appointment
- Waiting List Bulk Scheduler - Provides a method for automatically scheduling multiple appointments with a ‘Waiting’ status
When Automatic Scheduling is configured, an appointment can either be placed in a waiting list, scheduled to a Field Worker or ignored. Once a Field Worker has appointments assigned to them, they can view and complete them from a mobile device using Dataforce Runabout.
Viewing Schedules
In addition to the above tools mentioned under Scheduling, there are a number of other ways to view Field Worker schedules:
- View Schedules - Provides a method to view Field Workers’ schedules in a calendar layout.
- Field Worker Schedules - Provides a method to view and download individual Field Workers’ schedules in a tabular format.