Schedule Profile List

Report Basics, Reports & Analytics, Scheduling & Dispatch, Scheduling & Work Orders
2 min read

Introduction

This topic explains how to use the Schedule Profile feature in Aptora360.

Usage

Use this feature to define how you wish the schedule board to display information. This is handy when you need two or more schedule boards. Profiles eliminate the need for multiple schedule boards. You can quickly switch from one “view” to another.

Form Access

From the main menu, go to: Company > Lists > Schedule Board Profiles. From that list you can add new or edit existing profiles.

Step-by-Step

Using the field and definitions table below, set the various filters and options as desired.
Click the OK button when finished. Your changes will be saved and the form will be closed.

Field and Control Definitions

Employees	You may select the employees to appear on this profile.
Status	This will allow you to show only Active or Completed Work Orders and Appointments, or Both.
Activity	Use this filter to display only work orders or only appointments. or Both.
Work Order Type	Use this filter to display work orders of one or more of the work order types.
Appointment Type	Use this filter to display Appointments of one or more of the appointment types.
Profile Inactive	Check this box to make the profile inactive. This makes it unavailable from the schedule board but it is not deleted.
Make this a Global Profile	When checked, this profile becomes a Global Profile and will be seen by all users. If not checked, users create their own private profiles and others will not be able to use them.
Save Button	The form is saved. you must click the Save button to lock in the changes.

Tips

If your service technicians and installers are primarily different people, consider creating a “Service” and “Installation” profile. You can have as many as you wish.
The default profile includes all appointments and work orders. There are no filters.