Customer Schedule Calendar

Overview

Updated 07/08/2021

The Customer Schedule Calendar display shows all of the upcoming tasks and appointments linked to the current customer.

Access the Schedule Calendar

The Schedule Calendar can be accessed through several different methods.

 

• Start Page: Click the Actions menu, then choose Schedule Calendar. The Schedule Calendar will appear in a new window.
  
  
• Customer section: With a customer selected in the Customer section, choose the submenu item Schedule Calendar. The Schedule Calendar tab is displayed.
  
  
• Employee section: With an employee selected in the Employee section, choose the submenu item Schedule Calendar. The Schedule Calendar tab is displayed.

 

 

Schedule Calendar Features

Several features of the schedule calendar affect how the calendar and calendar information are displayed. In addition to the following features, the settings you choose in the Options menu (explained later) also impact the information presented in the calendar.

Time Range

Field	Description
Day/Week/Month	Click these buttons to change the view of the calendar.
Work Week vs. Full Week	When Week view is displayed, you can choose either the work week option to view Monday through Friday. If you choose the full week option, you will see all seven days of the week.

Color Coding

The orders/assignments that appear in the calendar are color coded to indicate their current status.

 

 

The colors indicate the following:

 

Color	Description
Green	The order is filled. All openings have been filled.
Orange	The order is partially filled. Some assignments have been made, but there are still unfilled openings.
Red	The order is open and no assignments have been made.

Note: Colors are default settings, but can be customized.

Selection drop-down

This drop-down is displayed just to the right of the Day, Week, Month buttons. Use this to select an item to display in the calendar when that item is not currently in view in the calendar. The items shown are based on your current Group By selection. In the example below, the Group By selection is Company, so the list displays a list of all companies that are included in the current schedule.

 

Tool tips

To view more information on an assignment in the calendar, you can simply move the cursor over an assignment. A tool-tip will appear with information, including Branch, Customer, Order ID, Job Title, Schedule, Shift, Required, and Placed.

 

Note: This enhanced tool-tip is currently only available when viewing the Schedule Calendar with Branch grouping set.

 

Options Menu

Several options are provided in this menu to determine how the data is presented in the Schedule Calendar. Each of the options are described below.

View Options

Click the View Option header bar to display viewing options.

Field	Description
Group By	Select the entity in which to group the order/assignments. For example, if you choose Branch, the assignments for each branch are grouped together. Each group is distinguished by a different colored background.
Break Schedule by Each Day	This option determines whether an order/assignment is displayed by flowing over multiple days, or if each day repeats the information for the order/assignment.
Include Employee Schedule	(not available for Branch) - Displays/hides any employees that have included their availability schedule in the calendar.
Include Employee Assignment	Displays/hides the employees that are assigned to an order.
Include Order	Displays/hides the order schedule.

Branch

Click the Branch header bar to display a list of branches you are allowed to view. You can check or uncheck branches that subsequently filters the data for those branches in the Schedule Calendar.

Customer

Click the Customer header bar to display a list of all customers that have openings defined in the schedule. You can check or uncheck customers which subsequently filters the data for those customers in the Schedule Calendar.

Order

Click the Order header bar to display a list of all orders scheduled. You can check or uncheck orders which subsequently filters the data for those orders in the Schedule Calendar.

 

 

Job Title

Click the Job Title header bar to display a list of all job titles for the orders in the schedule. You can check or uncheck job titles which subsequently filters the data for those job titles in the Schedule Calendar.

 

 

 

Shift

Click the Shift header bar to display a list of all shifts for the orders in the schedule. You can check or uncheck shifts which subsequently filters the data for those shifts in the Schedule Calendar.

 

 

 

Location

Click the Location header bar to display a list of all locations associated with orders in the schedule. You can check or uncheck locations which subsequently filters the data for those locations in the Schedule Calendar.

 

 

 

Employee

Click the Employee header bar to display a list of all employees associated with orders in the schedule. You can check or uncheck employees which subsequently filters the data for those employees in the Schedule Calendar.

 

 

 

Calendar

The calendar does not affect the display of schedules, but is available as a quick way to view a calendar when you don't want to change the view of the Schedule Calendar.

 

 

 

 

Add an Assignment to an Order

When viewing an order in the Schedule Calendar, you can add assignments to that order. Keep in mind that an order with a green label indicates the assignment is already full.

 

1. Right-click the order and choose Assign. An assignment wizard appears.
   
   
2. Follow the steps on the New Assignment Wizard help page to continue. Note that the you are already viewing the assignment wizard, so you can skip the first few steps in that topic to continue.
   
   
   

View Order Information

In addition to using the right-click menu on an order to add assignments, you also can have the following options available on a scheduled item.

 

View Associated Customer

Right-click the schedule item and choose See Customer. The Avionté main window reappears with the Customer section loaded into the work area (the Schedule Calendar still remains open and is hidden behind the main window). The customer's Summary tab is displayed.

 

View Assigned Employee Information

Right-click the schedule item and choose See Employee. The Avionté main window reappears with the Employee section loaded into the work area (the Schedule Calendar still remains open and is hidden behind the main window). The employee's Summary tab is displayed.

 

View the Assignment

Right-click the schedule item and choose See Assignment. An assignment wizard appears.

 

View Order

Right-click the schedule item and choose See Order. The Avionté main window reappears with the Order section loaded into the work area (the Schedule Calendar still remains open and is hidden behind the main window). The order's Summary tab is displayed.

 

View All

The View All option appears when the calendar cannot display all schedules within the current time-frame. All schedules are displayed in the Scheduler List window. You can view details by hovering over a schedule to view its tool-tips. Or right-click an item to view other details or make assignments.

 

 

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