Scheduling in Connect2Field
This tutorial will explain how to use Connect2Field's Scheduler.
The Scheduler is your graphical calender displaying all the assigned\unassigned Jobs for your Field Workers. It is a powerful tool in assisting you with planning and scheduling.
Login to Connect2Field and select on Scheduler from the main menu
Within the Scheduler you can filter by:
1. Field Worker
2. Job Types
3. Daily, Weekly or Monthly view
4. Date range
Additionally you can
5. View Full Screen
6. List of all Unassigned Jobs waiting to be scheduled
If you move you mouse over a job on the right , more information will appear (see below)
To view the Job Sheet, double click on the Job
The Job sheet allows you to edit\change the jobs details. To close either click save & close, or click the X on the top right.
Creating a New Job in Scheduler
To create new jobs from the scheduler, click and drag across the time slot you would like to allocate for a specific Field Worker.
A new window will open allowing you create a new Job. For more information on creating New Jobs click here
Once you have created your job, the job will be colored white. This means the job has been assigned, but hasn't been dispatched yet.
To dispatch, right click and select Dispatch Job
The color will change to Blue once Dispatched
To assign any of the unassigned jobs, click and drag into any time slot as shown above.
You can Increase or Decrease the time by clicking on either side of the job and dragging.
Remember you still need to dispatch the job.
Right click on the job, and select Dispatch once ready
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