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diary

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Diary

The Diary is a section within the Call Module which can be used to plan, schedule and manage Calls within Call2Field. This screen can be opened as a new tab from the Nav Bar.

Double clicking on a Call will open it in a new tab. There is also a button at the top of the screen which allows you to add an Activity. These are entries in the diary which aren't a Call, such as a holiday, sick day etc.


Views

The Diary has different ways that it can be viewed, which may come in handy for different purposes. These are detailed below:

Day
The Day view shows any chosen day for all Engineers. There is a button at the bottom to toggle between business hours & 24 hours.

Week
The Week view shows any chosen week for all Engineers. There is a button at the bottom to toggle between business hours & 24 hours.

Month
The Month view can either be viewed as one calendar for your chosen month, or by ticking the 'Group by Engineers' option in Settings, you'll be able to see a monthly calendar for each Engineer on a scrolling page.

Agenda
The Agenda view works more as an 'appointment list' style view, showing only the Calls that are in the diary rather than all available dates/times.

Timeline

Timeline Week


Call List


Settings

There is also the ability to select and filter what engineers you can see, say if you want to track a specific engineers calls for a period. To do this, click the “Settings” option at the top of the diary window, on the panel that opens on the left there will be a list of all the engineers (as well as a category for unassigned jobs) here you can tick and untick the engineers you want to see.

diary.1629801515.txt.gz · Last modified: (external edit)

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