Schedule Board Settings and Preferences
Introduction to Schedule Board Settings and Preferences
This help topic explains what each option in the Schedule Board Settings window does. These settings control how the Schedule Board looks, what it shows, and how work orders and appointments are displayed for the user.
Use the tabs across the top of the Settings window to move between General, Scheduler, Map, WO Layout, and Appt Layout. After making changes, select Save to keep them or Cancel to close the window without saving the current changes.
Usage
Total Office Manager allows you unprecedented control over the look and feel of the schedule board. This form makes it easy to customize the look and feel of the schedule board.
Form Access
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First, open the Schedule Board from the main menu by clicking Company | Schedule Board. Once in the Schedule Board click the Settings button.
Understanding the Fields, Buttons, and Controls
General Tab
The General tab controls how often the board refreshes, what unscheduled work orders are shown, whether certain records are hidden, and what colors are used for work order status display.
Refresh Rate. Sets how often the Schedule Board automatically refreshes its data. A shorter interval updates the board more often, but it can create more database and network activity.
Show Unscheduled Work Orders. Controls which unscheduled work orders appear in the unscheduled list. Use this option when you want to limit or expand the list of work orders waiting to be scheduled.
Always Show Work Orders With No Date. Keeps work orders that do not yet have a scheduled date visible in the unscheduled work orders list.
Hide Canceled Work Orders. Removes canceled work orders from the normal Schedule Board display so they do not clutter the board.
Show Inactive Employees. Includes inactive employees on the board. This can be useful when you need to review older assignments or still want to see an inactive employee’s schedule lane.
Work Order Background Color
This section lets you choose the display color used for work orders in specific statuses. These color settings make it easier to identify the current stage of a work order at a glance.
Completed WO Status. Sets the color used for work orders that are completed.
Dispatched WO Status. Sets the color used for work orders that have been dispatched.
En Route WO Status. Sets the color used for work orders where the assigned technician is en route.
Scheduled WO Status. Sets the color used for work orders that are scheduled but not yet in progress.
Working WO Status. Sets the color used for work orders that are actively being worked.
Scheduler Tab
The Scheduler tab controls the appearance and time scale of the scheduling grid.
Background Color. Sets the background color or background style used behind the scheduler grid.
Zoom. Changes the overall display scale of the scheduler so that the board appears larger or smaller on screen.
Orientation. Changes the scheduler layout orientation. In general, this controls whether the board is arranged in a vertical or horizontal format.
Header Width. Adjusts the width of the scheduler headers. Increase this when header information needs more room.
Header Height. Adjusts the height of the scheduler headers.
Date Format. Controls how dates are shown on the scheduler.
Week Starts On. Sets the first day of the week used by week-based scheduling views.
Day Start Time. Sets the earliest time shown on the schedule timeline for the day.
Day End Time. Sets the latest time shown on the schedule timeline for the day.
Visible Days in Day View. Controls how many days are shown when the board is using Day View.
Visible Days in Week View. Controls how many days are shown when the board is using Week View.
Minor Tick Length. Sets the smallest time interval used on the scheduler timeline and grid.
Major Tick Length. Sets the larger time interval used for the main timeline divisions.
Timeuler Group Tick Length. Controls the higher-level grouping interval used by the scheduler time ruler. This affects how larger time blocks are grouped across the timeline.
Map Tab
The Map tab controls the default zoom behavior for the map portion of the Schedule Board.
Default Map Zoom Level. Sets the starting zoom level used when the Schedule Board map is opened or reset. Higher values generally show a closer view, while lower values show a wider area.
WO Layout Tab
The WO Layout tab controls what information appears on each work order entry shown on the Schedule Board, and the order in which that information appears.
Visible Fields. Shows the fields that are currently displayed on each work order entry.
Hidden Fields. Shows the fields that are available but not currently displayed on each work order entry.
Move Right and Move Left buttons. Move the selected field between the Visible Fields list and the Hidden Fields list.
Move Up and Move Down buttons. Change the order in which the visible work order fields appear on the board.
Work Order Fields
Customer. Displays the customer name associated with the work order.
Phone. Displays the customer phone number.
Address. Displays the street address connected to the work order.
City/State/Zip. Displays the city, state, and postal code.
Description. Displays the work order description or summary of the work to be performed.
Duration. Displays the scheduled duration of the work order.
Number. Displays the work order number.
Priority. Displays the priority assigned to the work order.
Type. Displays the work order type or classification.
Status. Displays the current status of the work order.
Assigned. Displays the employee or technician assigned to the work order.
Conf. Status. Displays the confirmation status for the work order.
Time Slot. Displays the selected time window or promised arrival window for the work order.
WO Stage. Displays the work order stage or phase.
Appt Layout Tab
The Appt Layout tab works the same way as the WO Layout tab, but it controls what information appears on appointment entries instead of work orders.
Visible Fields. Shows the fields that are currently displayed on each appointment entry.
Hidden Fields. Shows the fields that are available but not currently displayed on each appointment entry.
Move Right and Move Left buttons. Move the selected field between the Visible Fields list and the Hidden Fields list.
Move Up and Move Down buttons. Change the order in which the visible appointment fields appear on the board.
Appointment Fields
Status. Displays the current appointment status.
Customer. Displays the customer or contact name tied to the appointment.
Address. Displays the address related to the appointment.
Phone. Displays the phone number related to the appointment.
Type. Displays the appointment type.
Subject. Displays the appointment subject or short title.
Remind Me. Displays the appointment reminder indicator or reminder setting.
City/State/Zip. Displays the city, state, and postal code.
Saving Your Changes
Save. Stores your changes to the Schedule Board Settings.
Cancel. Closes the Settings window without saving the current changes.
Step-By-Step
- Choose your formatting preferences and click OK.
Tips
- To revert back to the Total Office Manager default settings for the schedule board, click the ‘Defaults’ button.
