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Setting User Preferences for the Dispatch Board (End User)

You can set user preferences to control some aspects, such as date and time parameters, color schemes, and display options, for the Dispatch Board. These user preferences are in effect during the current session of Siebel Field Service and when you later access a new session of Siebel Field Service.

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

To set the user preferences for the Dispatch Board

1. Navigate to the Dispatch Board screen.
2. Click the menu button, and select User Preferences.

   The Dispatch Board view of the User Preferences screen appears.

3. In the Date/Time section of the Dispatch Board form, complete the fields as necessary.

   Some fields are described in the following table.

   Field	Comments
   Major Time Value	Select the time span (for example, 1 day) that you can view without scrolling on the Gantt chart of the Dispatch Board. Values include Year, Month, Week, and Day.
   Minor Time Value	Select the time increments (for example, 24 1-hour slots) of the Major Time Value field. The value in the Major Time Value field determines the values that you can select in this field. Note the following situations: If you select a value of Year in the Major Time Value field, then you can select a value of Month or Week in this field. If you select a value of Month in the Major Time Value field, then you can select a value of Week or Day in this field. If you select a value of Week in the Major Time Value field, then you can select a value of Day in this field. If you select a value of Day in the Major Time Value field, then you can select a value of 4 Hours, 2 Hours, Hour, Half Hour, or Quarter Hour in this field.
   Start Day At	Type the starting time for a workday. The default value is 7:00:00 AM. If you display the time in hour (or shorter) increments on the Gantt chart of the Dispatch Board, then the Start Day At and End Day At fields determine the time period that appears on the Gantt chart and thus the time period when you can schedule activities. If you display time in longer time increments, then this field has no effect. For example, if you display day time increments, then you can schedule activities only at the beginning of the day (12:00 A.M.).
   End Day At	Type the ending time for a workday. The default value is 7:00:00 PM.
   Days in a Week	Select the number of days that appear in a week on the Gantt chart of the Dispatch Board.
   Weekly Start Day	Select the day of a week from which a week begins on the Gantt chart of the Dispatch Board.

4. In the Color section of the Dispatch Board form, complete the fields as necessary.

   The color scheme fields set the colors of the time bars representing activities on the Gantt chart. Some fields are described in the following table.

   Field	Comments
   Enable Default Colors	Select this check box to indicate the default color scheme overrides the user preferences, and the Grid Object field displays the account name by default.
   Activity Priority	Select a corresponding color for each activity priority value.
   Activity Status	Select a corresponding color for each activity status value.
   Activity Type	Select a corresponding color for each activity type value. NOTE:  When you select the values in the activity fields and the corresponding colors, your selections are automatically saved.
   Major Color Scheme	Select an activity field. This field determines the body color of the time bars for that field.
   Minor Color Scheme	Select an activity field. This field determines the border color of the time bars for that field.
   Grid Object	Select an activity field. This field determines the text that appears on the time bars for that field. When you select the Enable Default Colors field, the Grid Object field displays the account name by default.

5. In the Display Options section of the Dispatch Board form, complete the fields as necessary.

   Some fields are described in the following table.

   Field	Comments
   Service Region	Select the service region to show on the Gantt chart of the Dispatch Board. If you drill down on the Status field in the Activities List view of the Activities screen, then the service region on the Gantt chart of the Dispatch Board defaults to the Service Region field in the Schedules view of the just-visited activity. If this field contains no data, then the Gantt chart contains no data.
   Date Shown	Select the date (or the first date of the date range) to show on the Gantt chart of the Dispatch Board. If you select a value of Today, then the date (or the first date of the date range) on the Gantt chart is today. If you select a value of Last Date Chosen, then the date (or the first date of the date range) on the Gantt chart is the date that displayed when you last accessed the Dispatch Board. If you drill down on the Status field in the Activities List view of the Activities screen, then the date (or the first date of the date range) on the Gantt chart of the Dispatch Board defaults to the field values in the Schedules view of the just-visited activity. This date is the Planned Start date field for the activity. If this field contains no data, then this date is the Earliest Start date field for the activity. If this field contains no data, then this date is the date designated in the user preferences for the Dispatch Board.
   Auto-Update Service Region	Select this check box to indicate the last service region on the Gantt chart appears the next time the user accesses the Dispatch Board screen.
   Enable Service Region Constraint on Unplan Activity	Select this check box to indicate only activities for the selected service region appear in the Unscheduled Activities list (instead of all unscheduled activities).
   Enable Earliest/Latest Start Violation	Select this check box to indicate the Dispatch Board - Generic workflow determines whether the current time is earlier than the earliest start time for the selected activity, or whether the current time is later than the latest start time for the activity. If the current time violates the earliest or latest time constraints, then the workflow stops.
   Load Activity into ABS	Select this check box to indicate the Dispatch Board - Generic workflow loads the activity into the Appointment Booking System cache.

6. In the Travel Time section of the Dispatch Board form, complete the fields as necessary.

   Some fields are described in the following table.

   Field	Comments
   Enable Travel Time Display	Select this check box to display the travel time between appointments on the Gantt chart of the Dispatch Board.
   Hatch Pattern Color	Select the color for travel time.