Dragging Work Tickets onto Scheduling Board

Selecting Work Ticket List from the More drop-down in the upper right-hand corner of the Scheduling screen displays a Work Ticket Search List overlaid on top of the right half of the Scheduling screen as depicted below.

When the list is displayed, the default value for the Scheduled Start Date field is “This Year” because that is the most commonly used setting for Aspire clients.

This Work Ticket Search List screen generally behaves like other search lists allowing you to display and filter information to provide the most value in various situations. However, it should be noted that for performance reasons, the Search Work Tickets (filter) field behaves differently requiring a prefix. This behavior is explained in the article entitled, Schedule Board Work Ticket Search.

Work tickets in the search list can be dragged from the Work Tickets Search List onto a route and day on the schedule board to create a visit. When the work ticket is dropped, Aspire will create a visit for the work ticket and a visit tile will appear on the Schedule Board. 

Job Service Schedule Screen (recurring Schedule)

The Job Service Schedule screen allows you to schedule work tickets based on a recurring schedule. The scheduling of work tickets for a given opportunity is scheduled at regular intervals rather than individually scheduling each visit. See recurring Schedules for general background.

The Job Service Schedule screen is displayed when you select Edit Recurring Schedule from the More drop-down menu of the tile on the Schedule Board screen.

Days Between View

There are three possible layouts for the bottom portion of the Job Service Schedule screen depending on the recurring Type that you select. The view shown above is the Days Between view. The other two views are Weekly and Monthly.

Common Fields

Screen Element	Description
Route	Specifies the route on which the visits will be placed when the scheduler performs its scheduling function. When you display the Job Service Schedule screen from a tile on the Schedule Board, the Route field defaults based on the tile you selected. When you display the Job Service Schedule screen from the menu option on the Work Ticket screen, the route simply defaults to the first route in the list. Make sure to schedule the visits on the proper route.
Sequence	This field allows you to specify the sequence number that will be assigned to all visits scheduled by the scheduler. When you display the Job Service Schedule screen from a tile on the Schedule Board, the Sequence field defaults based on the sequence number of the tile you selected.
recurring Type	The recurring type field allows you to choose one of three general scheduling options: Days Between, Monthly, or Weekly. Choosing this selection determines the layout of the rest of the screen providing the configuration options appropriate to the choice. The Days Between option should be selected any time you want a schedule with more than one visit per week. (See Types of recurring Schedules) The first time that you establish a recurring schedule for an opportunity service, this field defaults based on the service schedule of the associated service. If you are editing an existing schedule, the field defaults to the previously established schedule.
View Job Service Schedule Visits	Aspire allows you to create recurring schedules with multiple visits for each work ticket occurrence. Clicking this icon displays the Job Service Schedule Visit screen that allows you to establish and configure the visits associated with each work ticket. Note that if you define more than one visit per work ticket, the Job Service Schedule Visits screen is defining the schedule for the first visit of each work ticket occurrence. The other visits for each work ticket are scheduled relative to the first. If you establish more than one visit per work ticket, the Work Ticket Visits screen which displays the full year calendar schedule only shows the first visit of each work ticket, the others are not displayed. All scheduled visits will appear on the Schedule Board screen.
Cancel	Allows you to return the Schedule Board screen without generating the recurring schedule.
Save	Saves the specified parameters and displays the Save Schedule and Reschedule/Generate Visits screen before initiating the calculation of the recurring schedule.

Days Between View (shown above)

For screen elements described in the following table, the default configuration displayed when the screen comes up the first time that you establish a recurring schedule for an opportunity service is based on the service schedule, provided one has been defined.

If you are editing an existing schedule, the values default to the previously established schedule.

Weekly View

This view allows you to specify schedules that occur exactly once per week.

For screen elements described in the table below, the default configuration displayed when the screen comes up the first time that you establish a recurring schedule for an opportunity service is based on the service schedule, provided one has been defined.

If you are editing an existing schedule, the values default to the previously established schedule.

Monthly View

This view allows you to specify schedules that occur exactly once per month.

For screen elements described in the following table, the default configuration displayed when the screen comes up the first time that you establish a recurring schedule for an opportunity service is based on the service schedule, provided one has been defined.

If you are editing an existing schedule, the values default to the previously established schedule.

You can choose whether visits should be scheduled for a specific numeric date in each month, or on a specific weekday of each month. These options allow you to skip months. In this drop-down menu, if you choose Selected rather than a month frequency number, then the Month of Year selection area becomes available.

The following table describes each of these options.

Save Schedule and Reschedule/Generate Visits Screen

After you specify the basic schedule on the Job Service Schedule screen and click Save, Aspire displays the Save Schedule and Reschedule/Generate Visits screen allowing you to specify further parameters to define the recurring schedule.

The following table explains the controls on this screen: