Assignment Profiles

This screen allows you to define as many Assignment Profiles as required. Assignment Profiles are used to define or set up what can be viewed and managed on the Assignment Board.


An Assignment Profile can be optionally linked to each Ostendo User as a Default Profile.

 

For example you can have one Profile for managing just field service assignments and another Profile for managing Assembly operations.

 

List Tab

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Profile Name:  This shows the name of the Profile. Profile names are unique.

 

Incl Jobs: This box is ticked if this Profile can see job assignments.

 

Incl Assemblies: This box is ticked if this Profile can view Assembly assignments.

 

Sales Included: This box is ticked if this Profile can view Sales Orders assignments

 

Incl Deliveries: This box is ticked if this Profile can view Deliveries assignments.

 

Incl Activities: This box is ticked if this Profile can view Activity assignments.

 

Incl Tickets: This box is ticked if this Profile can view Ticket assignments.

 

Incl Employees: This box is ticked if this Profile can view Employee resources.

 

Incl Assets: This box is ticked if this Profile can view Assets resources.

 

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close this screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will add a new record.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made to the current screen record or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This enables you to delete the selected line.

 

Reports: This will bring up a list of related reports.

 

 

 

Detail Tab

 

Entry and Display fields

 

Profile Name: When adding a new Profile, enter the name of the Profile here. Profile names must be unique. At other times, this is a Display only field showing the selected Profile.

 

 

Resources

 

Employees Included: Tick this box if this Profile can view employee resources.   

 

Assets Included: Tick this box if this Profile can view Asset resources.

 

 

Horizon

 

Days Back: Enter the number of days back from current date that this profile can view assignments.

 

Days Forward: Enter the number of days forward from current date that this profile can view assignments.

 

Display

Display Employee and Asset Images: Tick this to display the image held against the Employee or Asset on the Assignment Board

Display Employee and Asset Extra Info: Tick this to display extra information against the resource like the department on the Assignment Board

Display Order and Project Images: Tick this to display the image held against the Order, Project or Zone on the Assignment Board

Display Order and Project Extra Info: Tick this to display extra information against the Order, Project or Zone on the Assignment Board

Specific Site: Tick this to restrict this profile to a specific site. If you require 'some but not all sites' ensure this option is NOT set to Specific Site. Specify the sites to Exclude in the Condition Type

(Site): This becomes active if the previous (Specific Site) checkbox is 'checked'.   Select the specific Site from the drop-down list

Board is Read-Only : Tick this box to prevent changes to the board. (This disables the ability to amend any entries on the Assignment Board).

Move to Current Day when Refreshed : Tick this box to move the display to current date when the board is refreshed. (This option simply resets the screen to show the Assignment Board from the start of "Today").

 

Bookings

 

Hide Bookings Panel: Tick this box if the profile is going to be used more as a display view (i.e. on a large screen on a wall – the auto refresh minutes should also be defined for that purpose)

Jobs Included: Tick this box if this Profile can view job assignments.   

 

Assemblies Included: Tick this box if this Profile can view Assembly assignments.

 

Deliveries Included: Tick this box if this Profile can view delivery assignments.   

 

Sales Order Included: Tick this box if this Profile can view Sales Orders assignments.   

 

Tickets Included: Tick this box if this Profile can view Ticket assignments.

 

Activities Included: Tick this box if this Profile can view Activity assignments.

 

 

Warnings

 

Check for ... Options: Out of Sequence, Double Booking, Overdue, Shortages.

By selecting or not selecting these – they are either included or not included on the Assignment Board


Auto Refresh

Refresh Minutes: The number of minutes for the Assignment Board to automatically refresh the contents. If set to zero no automatic refreshing will occur on the Assignment Board

Check for Warnings on Load: Ticking this box means that this Profile will check for warnings on Assignment Load always.


Scale Buttons

These define the 3 time scales used as defaults within the Assignment Board (i.e. Daily, Weekly & Monthly)

Default: This sets the default user defined scale for the Assignment Board (1, 2 or 3)

Captions: This define the captions for each scale button

Time Scale: This sets the major time scale bucket (Day-Hour would the most common used)

Step: Only relates when the Time Scale is set to ‘Day-Hour’ and determines the number of minutes per minor bar between hourly intervals (i.e. 5, 10, 15, 30 etc…)

Width: Defines the physical display width of the major Time Scale on the Assignment Board    

Notes sub-tab: Enter any relevant notes here.

Conditions sub-tab: This sub-tab allows you to further define what this Profile can view/manage on the Assignment Board.

Condition Type: Select from the drop-down list: 

    • Job type
    • Sales type
    • Customer Type
    • Service Zone
    • Call Style
    • Department
    • Employee
    • Asset
    • Step Department
    • Task Department
    • Site Name (Exclude only)   

 Include or Exclude: Select either an Include or an Exclude clause for this Condition.

 Condition Value: Select the appropriate value from the drop-down list. 

 

 


Buttons

 

Close: This will close this screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will add a new record.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made to the current screen record or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This enables you to delete the selected line.

 

Reports: This will bring up a list of related reports.