Gantt Chart Dispatch

1. Gantt Chart Dispatching Settings

1.1 Assigning Engineers Only via Gantt Chart

Use Case:
When dispatchers need to assign only engineers via the Gantt Chart and want engineers to perform on-site services according to the customer’s scheduled time.

Configuration Highlights:
1. Work Order Time Arrangement:
- Select “Auto-match” for the planned service time. The system will automatically match the plan_time_range__c (planned service time) with the booking_time_range__c (scheduled service time). By default, the system sets:
- Scheduled start time = Planned start time
- Scheduled end time = Planned end time

1. Mandatory Field for Work Orders:
   • Ensure the “Scheduled Service Time” (booking_time_range__c) field is set as mandatory for the Work Order object.
   • For enterprises using legacy fields, set the “Scheduled Time” (field_fwrq__c) as mandatory instead.

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Navigation:
Dispatchers or service group dispatchers can assign Work Orders via the To-Do > Pending Assignments > Gantt Chart Mode. Upon successful assignment, the system automatically synchronizes the scheduled and planned service times.

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1.2 Assigning Engineers and Scheduling Service Time via Gantt Chart

Use Case:
When dispatchers need to manually assign engineers and schedule the plan_time_range__c (planned service time).

Configuration Highlights:
1. Work Order Time Arrangement:
- Select “Manual Drag” for the planned service time. Dispatchers can manually drag to assign engineers and set the plan_time_range__c (planned start and end times).

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Navigation:
Dispatchers or service group dispatchers can assign Work Orders via the Service Connector > Web > “Work Order Assignment” > Gantt Chart Mode. The system will populate the plan_time_range__c field based on the manually dragged time range.

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2. Gantt Chart Configuration

1. Work Order Information/Layout:
   • Includes Work Order list and Work Order card summary.
2. Work Order Color Blocks:
   • Configurable display fields and colors.
3. Engineer Information:
   • Engineer summary fields.

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3. Additional Notes

1. Collaborative Engineers:
   • The current engineer is displayed as a collaborative engineer for the Work Order in the Gantt Chart.

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1. Actual Service Time:
   • To track the actual service time of a Work Order, configure the following fields via functions:
     • Actual Start Time: actual_start_time__c
     • Actual End Time: actual_end_time__c
   • These fields enable Gantt Chart comparisons between planned and actual service times.

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