Edit Schedule Edit Sched Whiteboard whiteboard understanding whiteboard whiteboard actions re-order future route optimizer Understanding the Whiteboard

For day to day changes, the Daily Whiteboard is a drag-and-drop interface that allows you to quickly and easily organize today’s visits by crew. It also includes a Route Optimizer that will automatically calculate the most efficient route for each crew, based on the sites assigned that day.

To access the Whiteboard, click on Schedule > Whiteboard

2019-10-08_15_35_18-LMNWeb3___Whiteboard.png

The two Filters you have at the top of the screen are the Date and Crews.

  • To toggle to a different Date, click anywhere on the Date field and a Calendar will pop-up. Select the date you wish to view. You can also press the 2019-10-08_15_36_37-LMNWeb3___Whiteboard.png to change one day at a time.
  • To toggle by Crew(s), click on the drop-down menu and checkmark the Crews you wish to view.

ASSIGN/UPDATE A JOB TO A NEW CREW
2019-10-08_15_37_51-LMNWeb3___Whiteboard.png

To move a Job from one Crew to another is quite simple. Click & hold, on the Job in question, and then drag it to the new Crew you wish to assign it to. (NOTE: you can only re-assign work from Crew to Crew, but not across other Calendars. If you wish to rescheduled a Job to a new Calendar, you will need to delete it off of the original one and re-schedule it on the new Calendar).


RE-ORDER ROUTES VIA THE ROUTE OPTIMIZATION TOOL

  1. Select the Whiteboard Actions button at the top right, then Optimize Routes to run the Route Optimization tool.

    2019-10-08_15_55_21-LMNWeb3___Whiteboard.png
  2. Select the Crew you wish to optimize and then press Optimize Route.2019-10-08_15_56_48-LMNWeb3___Whiteboard.png
  3. You will then be prompted to whether or not to apply the same changes to Future Scheduled Jobs.


RE-ORDER ROUTES MANUALLY

  1. Drag and drop your jobsites into the order you prefer.
  2. Click the Whiteboard Actions drop down menu > Re-Order Future to apply your modification to all Future Visits.

EDIT SCHED

  1. If you need to make changes to any scheduled work for a Crew for that day, click the Whiteboard Actions drop down button, then Edit Crew Schedule. 
  2. You will then be prompted to select what change you're looking to make. You can move schedules dates to a different crew or date and delete visits for crews.

For a full guide on using the Edit Sched button, please check out our guide HERE.



CREW DAILY

  1. To generate a Report showing all of the Scheduled Work today, click on the Whiteboard Actions drop down menu, then Print Crew Daily.
  2. A Crew Daily report will include the following:
    • All Jobs scheduled, for that date, in the order presented on the Whiteboard, separated by Crew
    • Job Name, Address and the Task scheduled
    • Any "Daily Instructions" added within the Visit
    • Estimated Manhours + Progress (if the option was selected)
    • Select how many days in advance you would like to print for.

Comments

0 comments
Article is closed for comments.