Calendar
Frontu calendar has different views: month, week, day, employee agenda and +30. User can select a view according to the visibility or action he would like to perform. Click forward/backward arrows if you would like to choose another month, week or day.
If you click "Today" button you will be taken to the current week and month.
Calendar views
Monthly view is designed to see the full month. You can create new work orders and plan employee work hours here.
Weekly view will show the whole week by days and hours with all users on the left. You will be able to create a new work order with automatically filled user and planned work order start time.
Day view shows the selected day by hours and employees on the left. User can create work order here by clicking on selected time and user.
Employee agenda view shows the whole month together with all users on the left. New work orders can be created from this view too.
+30 view shows a month view but divided into weeks and displays 30 days interval not exactly from the first to last day of the month. New work order and event creation is allowed from this view.
The toolbar on the left will automatically be hidden when you open a calendar menu. It will provide a broader view of work orders and scheduled hours.
All the employees are visible in the calendar are conveniently grouped into the offices, according to which office they belong to. You can hide unnecessary units and expand the ones you want. You can also expand or hide events/holidays and unassigned work orders, depending on whether you want to see this information when planning work orders.
Have in mind that you can create an event directly from the events or unassigned rows in the calendar.
Calendar filters
There are a lot of different filters that will help to make it easier to plan and manage work orders: it is possible to select specific employee, work order type, customer, object etc.
To access filters management you should first click "View Settings" button.
The settings will be opened. You can mark or unmark checkboxes and change their positions by using darg and drop feature.
When all is set up, do not forget to "Save" the changes. The changes will be visible right away together with a success message.
User related filters
Assigned user (filters work orders with selected assigned user);
Role (filters work orders according to the role type). To avoid loading too many work orders and to select the most relevant users immediately, the filter automatically selects "App User" and "Helper". In order to see work orders with other roles, they must be added to the filter.
Office (filters work orders according to the office users);
Skills (filters users according the skills they have); Notice that skills are also visible below the user name in calendar.
Users with planned working hours. The filter is designed for those who use the working hours scheduling feature. Using this filter, you will be able to filter out only those employees who have scheduled working hours in the period of time you have selected.
Work order related filters
Work order type;
Status (filter "Active" is automatically set up to make planning more convenient. It means that work orders that are already completed or cancelled are not displayed in the calendar by default. If you need to see all the work orders, including completed and cancelled, you just need to add these statuses next to the "Active" filter.
Customer;
Object;
Other filters
Show employee/work order/customer/object/object serial number/object address/object city (work orders in the Calendar are displayed according to the work order name "Show work order", according to the employee's name - "Show employee" or by object information “Show customer/object/address/city/serial number);
Do not show helpers agenda (the helper's availability may or may not be displayed together with the main employee's work orders) based on your selection.
Unassigned work orders
Unassigned work orders can be managed via a separate button in the Calendar page. Click "Unassigned" that is between "Clear filter" and "View settings" button.
The side page will be opened where you can see some filters and the list just after them.
There are some filters for unassigned work orders that help to manage the list view.
You can filter by tag, planned start time, user or work order office.
You can also hide filters or clear filters that are already selected in this screen.
You can filter by status too. Unassigned and Draft options will filter only unassigned work orders or drafts accordingly. "All' filter will show you unassigned + drafts
The list itself lets user to click on the object, customer or the work order and open quick view directly from this page. You can easily review the information or even edit it without going to customer/objects or work orders menu.
If work order has tags added, you will see them under the work order's information, in grey color. By clcking on them you can remove or edit tags.
If unassigned work order becomes assigned or the draft will be approved, those work orders will disappear from the list immediately.
Different Calendar views
You can create your own views for the calendar. The views would only be visible for you and you can add as many as you want.
To create a view, select any filters you need and click "Create view".
You will only need to enter the title (you can use different emojis for that too!).
Save the entry. All created views will be visible in the same line next to the "Calendar" tab.
Now every time you need to check some specific work orders, just click on the view you created and it will be opened without additional selection of filters.
If you would like to edit or archive the view, click on the view first, then "View settings" button. You will see copy, archive and save buttons.
You can make changes at any time. Arcived view will disappear from the line and you will no longer be able to access it.