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Setting User Preferences for the Dispatch Board


This task is a step in Process of Setting Up the Dispatch Board.

Field Service provides control over many aspects of the Gantt chart. To change these settings, on the Dispatch Board screen, click the menu button and then choose User Preferences.

Table 40 describes the settings for the Gantt chart.

Table 40. Options for the Gantt Chart
Group/Field
Description

Major Time Value

Sets the timespan (for example, one day) that can be viewed without scrolling:

  • Year
  • Month
  • Week
  • Day
  • 6 Hours
  • 4 Hours
  • 2 Hours
  • Half Hour
  • Quarter Hour

Minor Time Value

Sets the time increments (for example, 24 one-hour slots) of the Major Time Value:

  • Year
  • Month
  • Week
  • Day
  • 6 Hours
  • 4 Hours
  • 2 Hours
  • Hour
  • Half Hour
  • Quarter Hour

Start Day at

The start time for a work day. The default is 7 A.M. The format is 09:00:00 A.M.

End Day at

The end time for a work day. The default is 7 P.M. The format is 05:00:00 P.M.

Service Region and Date Shown

These are set in one of two ways (whichever occurred last):

  • From the application-level menu, choose Tools > User Preferences. On the link bar, click Dispatch Board. The user selects the appropriate options using the drop-down lists.
  • Activities screen > Schedule view. A user arrives at the Dispatch Board by clicking an Activity Status link in the Activities screen > Schedule view. In this case, the items default to the choices made for the just-visited activity.

Color Scheme

Sets the colors of the time bars representing scheduled activities. A different color can be assigned to each combination of category and subcategory.

To apply a color scheme, first select a subcategory and then select a color for that subcategory. To make the color the body of the bar, select that category as the Major Color Scheme. To make the color the border of the bar, select that category as the Minor Color Scheme.

NOTE:  When you select a subcategory color and then reset the subcategory and select a color again, both choices are saved and in effect.

Enable Default Colors

When selected, the default color scheme overrides user preferences and the Grid Object defaults to account name.

Major Color Scheme

Colors of the body of the time bars.

Minor Color Scheme

Colors of the border of the time bars.

Grid Object

Determines the text displayed on the time bars. When Enable Default Colors is selected, the Grid Object defaults to account name.

Display Current Time

Displays a vertical line in the Gantt chart representing the service region's current time.

Display Earliest/Latest Start

When selected, highlights (in yellow) the start time range for an unscheduled activity on the Minor Time Value bar of the Gantt chart.

Auto-Update Service Region

Selecting this check box determines whether the last service region displayed in the Activities Gantt chart appears the next time the user goes to the Dispatch Board screen.

Enable Service Region Constraint on Unplan Activity

When selected, only activities for the selected service region are displayed in the Unscheduled Activities list (instead of all unscheduled activities).

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