Published at: 2025-10-31
Engineer Distribution (Gantt Chart View/Map View)
Note: The original content contained HTML which has been converted to Markdown and all Chinese has been translated to English per instructions.
说明:工程师分布数据来源【服务信息】对象->“工程师”信息业务类型
Prerequisite:
1、必须要有【服务信息】对象的“查看列表”、“查看详情”功能权限
2、必须要有服务通->“查看工程师分布”功能权限。(包含移动端和web端)
3、必须要有“服务通->工程师分布”菜单入口
4、数据权限遵循标准对象,如果需要相关人员看到所有或部分工程师的信息,需要设置【服务信息】对象数据共享规则/数据权限
配置如下:
1、必须要有【服务信息】对象的“查看列表”、“查看详情”功能权限
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2、必须要有服务通->“查看工程师分布”功能权限
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3、必须要有“服务通->工程师分布”菜单入口
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4、数据权限遵循标准对象,如果需要相关人员看到所有或部分工程师的信息,需要设置【服务信息】对象数据共享规则/数据权限
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1. Engineer Distribution — Map View (Mobile and Web)
- Engineer display: Shows all engineers with location data. Engineers without location data do not appear on the map.
- Location field: Uses the Service Information object’s “Current Location” field. The system automatically captures the latest location from Fieldwork check-ins, Work Order check-in components, Work Order timeclock, and other relevant actions. (Note: To protect user privacy, ShareCRM does not provide real-time tracking of users.)
- Online status: Engineers update their online status manually under “Me” > Work Status > Online Status.
- Auto-refresh: You can enable auto-refresh to periodically reload the page.
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- Click an avatar to view engineer info; click the engineer name to open the engineer record (the Work Order component for engineers must be added to the engineer layout).
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2. Engineer Distribution — Gantt Chart (Web only)
- The Gantt chart mirrors the assigned Gantt panel but does not include dispatch details.
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Reference: Gantt dispatch settings
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