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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 41 describes the settings for the Gantt chart.

Table 41. 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 workday. The default is 7 A.M. The format is 09:00:00 A.M. If you display the time in hour (or shorter) increments on the Dispatch Board, the Start Day at and End Day at fields determine the time period that displays on the Dispatch Board and thus the time period in which you can schedule activities. If you display time in longer time increments, this field has no effect. For example, if you display day time increments, you can schedule activities only at the beginning of the day (12:00 A.M.)

End Day at

The end time for a workday. 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. To apply a color scheme, select the values in the activity fields (Activity Priority, Activity Status, and Activity Type) and select a color for each value. To designate the color of the body of the bar, select an activity field as the Major Color Scheme. To designate the color of the border of the bar, select an activity field as the Minor Color Scheme.

NOTE:  When you select the values in the activity fields and the corresponding colors, your selections are automatically saved.

Enable Default Colors

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

Activity Priority

For each activity priority value, select a corresponding color.

Activity Status

For each activity status value, select a corresponding color.

Activity Type

For each activity type value, select a corresponding color.

Major Color Scheme

Determines the body color of the time bars for the selected activity field.

Minor Color Scheme

Determines the border color of the time bars for the selected activity field.

Grid Object

Determines the text displayed on the time bars for the selected activity field. When Enable Default Colors is selected, the Grid Object displays the account name by default.

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).

Enable Earliest/Latest Start Violation

When this check box is selected, the Dispatch Board - Generic workflow determines whether the current time is earlier than the earliest start time for the selected activity, or if the current time is later than the latest start time for the activity. If the current time violates the earliest or latest times, the workflow stops. For more information about this workflow, see Siebel Store-and-Forward Messaging Guide for Mobile Web Client.

Load Activity into ABS

When this check box is selected, the Dispatch Board - Generic workflow loads the activity into the Appointment Booking Cache. For more information about this workflow, see Siebel Store-and-Forward Messaging Guide for Mobile Web Client.

Enable Travel Time Display

When selected, the Dispatch Board displays the travel time between appointments.

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