After having added or imported field service operations into the bucket, you can start scheduling these operations. In some cases, not all operations can be scheduled on a single day due to the number of operations and the time constraints. In this case, you need to spread these tasks over several days by following these steps:
Step 1: Schedule tasks of the bucket on the first day
- Go to the 'Schedule' module.
- Click on the 'Field service bucket.
- Select the field services to schedule by checking the corresponding boxes.
- Click on the button 'Schedule' above the table.
- Select a scheduling date via the date picker.
- Click on the button 'Save'.
Note: In order to make it easier to schedule field service operations, it is possible to display more elements in the table per page. You can display up to 100 tasks per page. Just choose the number of items to be displayed via the 'Elements per page' selector below the table.
Step 2: Optimise the routes on this first day
Note: After having selected a scheduling date, the software automatically redirects the user to the 'Map' tab of the 'Organize' module on the selected date.
- Click on the button 'Build routes'.
Step 3: Move unassigned tasks to a second day
- Click on the tab 'Agenda'.
- Click on the button 'View the list' of field service operations which have been planned for today but are not assigned to routes.
- Check the box 'Select all' from the panel on the right of the screen.
- Click on the button 'Reschedule'.
- Select a date using the date picker.
- Click on the button 'Save'.
Note: After having scheduled field service operations on this second day, repeat this third step for the tasks remaining unassigned.
