Access Daily Plan functions via the quick menu

Quickly filter, stage activities, and use communication tools without leaving the primary scheduling view of your plan.

Access the quick menu

On the right side of the daily plan, multi-day plan, or weekly plan, the quick menu automatically slides out. 

• To access the planning features, click an icon.

• To close the menu, click X.

Search with filters

Use the filter search to display resources on the Daily Plan:

1. To the right, at the top of the icon list, click the magnifying glass icon.

   • Note: By default, the quick menu opens to the Filters section.

2. Enter information in the applicable fields.

3. Click the Search button.

Optional: See Use filters in daily plan.

Use the Clipboard menu

Stage and save activities when you move them from the Daily Plan or Schedulable tabs. To manually schedule an activity from the Clipboard menu:

1. Click the Clipboard icon

2. Choose one or multiple activities from the list.

3. Drag the activity onto a resource’s timeline on the Daily Plan list. 

4. In the Paste menu, click one option:

   • Paste

   • Paste to a Single Resource

   • Paste to a Team

   • Paste with preview

Optional: See Use the Clipboard Tab.

You can also click Options to view all Clipboard functions. See Understand clipboard functions.

Use the Schedulable Activities menu

To take work orders (WOs) from the search results and assign them: 

1. Click the Schedulable Activities icon. 

2. Choose an action:

   • Search: Start a new search.

   • Reload: Refresh the current list.

   • Proximity Tools: Use Sort Resources to find the closest technicians to an activity's location.

Schedule activities from the Schedulable Activities menu

To manually schedule an activity from this panel:

1. Choose one or multiple activities from the list.

2. Drag the activity onto a resource’s timeline on the Daily Plan list. 

3. In the Paste menu, click one option:

   • Paste

   • Paste to a Single Resource

   • Paste to a Team

   • Paste with preview

Optional: See Use the Schedulable Activities tab.

Use the Schedulable Bundles menu

To manually schedule activity bundles:

1. Click the Bundles icon.

2. Choose one or multiple activities from the list.

3. Drag the activity onto a resource’s timeline on the Daily Plan list. 

4. In the Paste menu, click one option:

   • Paste

   • Paste to a Single Resource

   • Paste to a Team

   • Paste with preview

Optional: See How to Use the Schedulable Bundles tab.

Use the Multistage Activities menu

To manage complex jobs that require multiple operations within the same group:

1. Click the Multistage Activities icon.

2. Choose an action:

   • Load Multistage: View related operations in a selected activity’s group.

   • Violation Monitoring: Notifies the dispatcher of warnings, such as:

     • Incomplete planning of the group.

     • Dependency conflicts.

     • Violation of "ASAP" or "No Later Than" time intervals.

   • Visual Indicators: Shows the group’s assigned color on the Gantt chart.

Use the Resources menu

To make a scheduled activity a team activity, add resources from an operation center:

1. Click the Resources icon.

2. Drag and drop a resource from the Resource menu to an activity on the chart.

   • The original resource becomes the team leader.

   • The new resource is added as a team member.

Use the Messages menu

To facilitate communication between dispatchers and field technicians:

1. Click the Messages icon.

2. Choose an action:

   • Visual Alerts: The Messages icon spins if there are unread messages.

   • Message Details: View the sender, reception time, and full text.

Advanced Data: Messages can include attachments and dynamic forms from the technician.