Siebel Field Service Guide > Dispatch Board > Process of Managing the Dispatch Board >

Displaying Data in the Dispatch Board Gantt Chart (End User)

You can display the needed data on the Gantt chart of the Dispatch Board.

When you select a service region that is a parent region, the list of available employees on the Gantt chart includes the following employees:

• Employees of the selected service region.
• Employees of the child service region and all its descendants. For more information, see Specifying Parent Service Regions.

Activities appear as horizontal bars on the Gantt chart. You can specify the colors for these horizontal bars in the Dispatch Board view of the User Preferences screen.

If there is a large amount of legacy data, then older activities that users did not schedule using the Dispatch Board can also appear in the list of activities in the Dispatch Board. To make sure that extraneous data does not appear in the list of activities, it is recommended that you display only records that users create after the Dispatch Board installation.

On the Gantt chart, each of the following periods for an employee appears in a different color:

• Working periods
• Nonworking periods
• Overtime periods
• Extended overtime periods

You define these periods for a schedule in the Schedule Hours view in the Schedules view of the Administration - Service screen. You define these periods for an employee by selecting a schedule in the Service Details view in the Employees view of the Administration - User screen. You further define the exception periods for an employee in the Employee Exception Hours view in the Employees view of the Administration - User screen. For information about changing the colors for these time periods in the Open UI client, see Changing Colors for Periods on the Dispatch Board Gantt Chart (Open UI Client).

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

To display data in the Dispatch Board Gantt chart

1. Navigate to the Dispatch Board screen.
2. To display data on the Gantt chart for a specific service region, perform the following steps:
   1. Click Select Service Region.
   2. In the Pick Service Region dialog box, select a service region, and click OK.

      The employees associated with the selected service region and descendant service regions (child and grandchild service regions) appear on the Gantt chart.

3. (Open UI client only) To change the number of records that appear on the Gantt chart, click the show more button and the show less button.
4. (Open UI client only) To further refine the records that appear in the Gantt chart, perform the following steps:
   1. Click the Search icon in the header for the Name field of the Gantt chart.
   2. In the Search pane that appears, enter search criteria for the records that you want to see.
   3. Click Search.

      The records that met the search criteria appear in the Gantt chart.

   4. Click the Search icon again to close the Search pane.
5. (Open UI client only) To display data on the Gantt chart for a specific date or date range in the Open UI client, complete at least one of the following steps:
   • Click the single left arrow button to the left of the Gantt chart date range to navigate to the data for the date range that is immediately before the Gantt chart date range, and click the double left button to the left of the Gantt chart date to navigate to the data for the date range that is exactly one week, month, or year before the Gantt chart date range.

     For example, the major time value is Week, and the minor time value is Day. If the Gantt chart date range is August 6, 2012 - August 12, 2012, and if you click the singe left arrow button, then the Gantt chart date range changes to July 30, 2012 - August 5, 2012. If the Gantt chart date range is August 6, 2012 - August 12, 2012, and if you click the double left button, then the Gantt chart date range changes to July 6, 2012 - July 12, 2012.

   • Click the single right arrow button to the right of the Gantt chart date range to navigate to the data for the date that is immediately after the Gantt chart date, and click the double right arrow button to the right of the Gantt chart date to navigate to the data for the date that is exactly one week, month, or year after the Gantt chart date.

     For example, the major time value is Week, and the minor time value is Day. If the Gantt chart date range is July 3, 2013 - July 31, 2013, and if you click the singe right arrow button, then the Gantt chart date range changes to July 31, 2013 - August 28, 2013. If the Gantt chart date range is July 3, 2013 - July 31, 2013, and if you click the double left button, then the Gantt chart date range changes to July 3, 2014 - July 31, 2014.

   • Click the Today button to navigate to the data for the current date.
   • Click the calendar select button, and then click a date in the calendar control that appears to navigate to the data for that date.
6. (High-interactivity client only) To display data on the Gantt chart for a specific date, enter the date in the Date field, and click Go.
7. To view more details about an activity, complete one of the following steps:
   • Position the mouse pointer over an activity on the Gantt chart.

     A Tooltip appears.

   • Drilldown on the text in an activity on the Gantt chart.

     The Schedule view in the Activity List view of the Activities screen appears.

   • Drilldown on the Type field for an activity in the Unscheduled Activities list.

     The Schedule view in the Activity List view of the Activities screen appears.