Engineer Distribution (Gantt Chart Distribution/Map Distribution)

Note: Engineer distribution data is sourced from the “Service Information” object -> “Engineer” Record Type.

Prerequisites:

1. Users must have “View List” and “View Details” functional permissions for the [Service Information] object
2. Users must have “View Engineer Distribution” functional permission in Service Connector (applies to both mobile and Web)
3. Users must have access to the “Service Connector -> Engineer Distribution” menu entry
4. Data permissions follow standard object rules. To allow specific personnel to view all or partial engineer information, configure data sharing rules/data permissions for the [Service Information] object

Configuration steps:

1. Users must have “View List” and “View Details” functional permissions for the [Service Information] object
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2. Users must have “View Engineer Distribution” functional permission in Service Connector
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3. Users must have access to the “Service Connector -> Engineer Distribution” menu entry
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4. Configure data sharing rules/data permissions for the [Service Information] object as needed
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1. Engineer Distribution - Map View (Supports mobile and Web)

• Display: Shows all engineers with location data (engineers without location information won’t appear)
• Location field: Uses the “Current Location” field from the Service Information object, automatically populated by Fieldwork check-ins, Work Order check-in components, or clock-in actions (Note: ShareCRM doesn’t provide real-time user location tracking for privacy protection)
• Online status: Manually maintained by engineers under “Me” > “Work Status” > “Online Status”
• Supports auto-refresh functionality
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• Click avatars to view engineer profiles, click names to access details (requires Work Order components to be visible in engineer information layouts)
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2. Engineer Distribution - Gantt Chart (Web only)

• Displays the same information panel as assigned Gantt charts, without dispatch functionality
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  Reference: Gantt Chart Dispatch Settings
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