Manage Resource Sorting Configurations

This guide explains how to create, modify, and remove custom sorting configurations for resources within the Daily Plan (DP) and Multi-Day Plan (MDP) in OverIT's NextGen FSM platform. By defining these configurations, you can tailor how technicians, fixed teams, or crew shells are displayed, improving planning clarity and adapting to various operational needs or personal preferences.

Before you begin

Ensure you have the necessary permissions to access and manage "Order Configurations" within the FSM product.

How to Access Order Configurations

1. Navigate to the main menu in the FSM application.

2. Select the Order Configurations monitor. This will open a page listing all existing sorting configurations.

Filter the List of Order Configurations

You can filter the displayed configurations to quickly find specific ones.

1. From the Order Configurations monitor, click on the "Filters" label in the right panel to expand the filter options.

2. Apply one or more of the following filters:

   • Operation Center: Filter by the organizational unit associated with the configuration.

   • Code: Filter by the specific code assigned to the configuration.

   • Label: Filter by the name given to the order configuration.

   • Active: Choose to view only active configurations, inactive ones, or all.

   • Shared: Filter based on whether the configuration is shared with other Operation Center members, not shared, or includes both.

   • Default: Show only configurations marked as "default".

   • Only mine: Display only configurations visible to your logged-in user account.

3. If no criteria are specified, the system will display all previously defined configurations in the table.

Create a New Sorting Configuration

Creating a new configuration allows you to define a custom order for displaying resources.

1. From the Order Configurations monitor, click the New option, typically found on the right side of the "Order Configuration" List table. This action opens the Daily Plan Order Configuration page.

2. In the header section, define the basic properties for the new configuration:

   • Operation Center: Select the organizational unit for this configuration. This is a mandatory field.

   • Code: Enter an identifying code for the configuration. This is a mandatory field.

   • Label: Provide an intelligible name for the order configuration. This field supports multi-language input and is optional.

   • Order: Specify the sort order for how this configuration appears in selection interfaces. This is optional information.

   • Active: Select this option to activate the configuration. Inactive configurations are not displayed in selection interfaces. This is a mandatory field.

   • Shared: Indicate whether the configuration is personal or shared with other members of the operation center. This is a mandatory field.

   • Default: Mark this option if the configuration should be automatically loaded as the default when the Daily Plan or Multi-Day Plan is opened.

3. In the table section, add the scheduling resources (individual technicians, fixed teams, or crew shells) that will be part of this configuration. The order in which they are listed in this table determines their display order in the Daily Plan view.

   • Add (New): To add a new resource to the end of the list, select the New option from the table.

   • Add Before/Add After: To insert a resource at a specific position relative to an existing one, use the "Add Before" or "Add After" options.

   • When prompted, select the type of scheduling resource you wish to add:

     • Add Resource: For individual technicians.

     • Add Team: For fixed teams.

     • Add Crew Shell: For crew shells.

   • A panel will appear to help you search for and select the desired resource. Click Select to add it to the list at the chosen position.

4. Reorder scheduling resources by using the drag-and-drop functionality. Click and hold the icon in the second column of the table, drag the resource to the desired position, and release.

5. To remove a scheduling resource from the configured list, locate it in the table and use the three-dot menu to select the Delete option. If the resource is still active on the selected day, it will appear at the end of the list in the Daily Plan, after all configured resources.

Modify an Existing Order Configuration

You can update the properties or the resource list of an existing configuration.

1. From the Order Configurations monitor, select the desired configuration from the list.

2. Click the three-dot menu associated with the configuration and choose the View Detail option.

3. The configuration detail page will open, allowing you to update the header information and modify the list of scheduling resources using the same steps described in "Creating a New Sorting Configuration".

Remove an Existing Order Configuration

Removing a configuration permanently deletes it from the system.

1. From the Order Configurations monitor, select the desired configuration from the list.

2. Click the three-dot menu associated with the configuration and choose the Delete option.

3. The system will physically delete the selected configuration and all associated information, including the list of scheduling resources.

Load a Saved Configuration in the Daily / Multi-Day Plan

Once you have defined your order configurations, you can apply them directly from the Daily Plan or Multi-Daily Plan views.

1. In the Daily Plan or Multi-Daily Plan view, click the second icon available on the Daily Plan tab.

2. A dropdown menu will appear, divided into two sections:

   • Standard Orders: This section includes legacy sorting options (by Last name, Resource organization, or Shift start time).

   • Order Configurations: This section displays all previously defined quick-sorting configurations from the configuration dictionary. You will see shared configurations for the selected Operation Center and your private configurations.

3. Click on an item in either section to immediately apply the selected sorting criteria to the scheduling resources displayed in the Gantt view.

4. The current sorting order (ascending or descending) is indicated by an icon to the left of the selected item. Clicking the same item again will toggle the sorting direction. Clicking a different item will switch to the newly selected sorting criteria.

5. If a default sorting configuration has been defined for the Operation Center currently shown in the Gantt, NextGen FSM will automatically apply that configuration when the plan is opened.