Office Users

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TARGET CALENDAR

Office Users TARGET CALENDAR

Located here General>Scheduling>Target Calendar, the target calendar provides the ability to view Leads and Jobs at the same time. You can also toggle to show one or the other with a tick of a box.

Presented in a neat Calendar format, Jobman provides the capability to switch views between Day, 7 Days, Week, Month or 6 Weeks.

The Target Calendar is an extremely powerful that gives you a complete idea and maps out where all your targets lie. You can also hone into the targets that you would like to view and track. This can be done by using the Filter function  . You can filter all Leads and Jobs in the system by Lead or Job Types, Statuses, Operations as well as by members of staff linked to those target operations.

Tip!  As the Target Calendar is constantly displaying all targets in a live format, it is recommended that to make use of the Refresh function once new filters have been applied. The    button can be found at the top left of the target calendar screen. 

Target Calendar Filter Profiles

In the target calendar it is possible to save your favourite or frequent filters as a preset profile as well as give the profile its own unique name.

To save a Filter Profile carry out the following steps :
 
  1.  Click the ‘Filter’    drop down on the top right menu of the target calendar.
  2.  Select the filters that you would like to view (in this example we would like to filter all the install targets for installers Aaron and Mick)
  3. At the top of the filter drop down you will find the Profiles section. Once you are happy with the selected filters click . 
  4. You will be prompted to give the Filter Profile a Name. (In the case of this example we have named the Profile “Scheduled Installs – Aaron and Mick”)
  5. Give the Filter Profile a unique name and click   
 
     
 
The recently saved profile can be found using the drop down arrow in the Profile section at the top. Jobman will apply those same saved filters for any future use.
 
 
Note: The   can be used if a Filter Profile was saved in error or if that particular profile is no longer in use. It is a useful tool to clear out old profiles and keep your system’s data current. 
 

Moving Operations on the Target Calendar

Any item on the Target Calendar can be moved forwards or backwards by dragging it to a new day (unless the target date is locked). When you do, you are asked if you would like to update the targets. A popup screen asks if you want to reset dates prior and/or after this date.


This gives you the option for the following or corresponding Operations to also move in the calendar according to the predetermined Target Lead Times designated in the system set up. The value of the Target Calendar is that it allows visibility of any new updates and changes.

Modify the Layout and Information viewed on the Target Calendar via  Config Variables

There is the added ability to modify the layout and information viewed in the Target Calendar month & day views to suit your own user preferences.
The following config variables control these layout preferences for your Month and Day views :
TARGET_CALENDAR_MONTH_EVENT_TEMPLATE 
TARGET_CALENDAR_DAY_EVENT_TEMPLATE 
You can also change the scheduled segment start time in the Target Calendar.
The following config variable will allow you to adjust the scheduled segment start time to suit your business.

SCHEDULED_SEGMENT_START_TIME

To find out more information on Target Calendar layout preferences and segment start time, please Click here. 
 

Printing the Target Calendar 

The   button located in the top right toolbar allows the current view to be exported to a PDF document.

Watch the video below for more on automated job scheduling

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