Configure order resources for the daily or multi-day plan

Organize your workspace based on specific operational needs, such as geographic regions or priority levels.

Filter order configurations

1. Navigate to Configuration > Core > Daily and Multi-day Plan > Order Configurations.

2. In the window that appears on the right side of the interface, enter one or more of the following filter criteria:

   1. Operation Center - Filter by the organizational unit associated with the configuration.

   2. Code - Filter by the specific code assigned to the configuration.

   3. Label- Filter by the name given to the order configuration.

   4. Active - Choose to view only active configurations, inactive ones, or all.

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

   6. Default - Show only configurations marked as "default".

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

3. Click Search. A list of order configurations that match the filters will appear.

Create a new sorting configuration

1. In the Order Configurations interface, click New. 

2. In the Daily Plan Order Configuration header, define the:

   • Operation Center (required): The organizational unit.

   • Code (required): An identifying code.

   • Label: The order configuration’s name. 

     • Note: This field supports multi-language input.

   • Order: Specify the sort order for this configuration in selection interfaces.

   • Active (required): Activate the configuration. 

     • Note: Inactive configurations don’t appear in selection interfaces.

   • Shared (required): Indicate whether the configuration is personal or shared with other members of the operation center.

   • Default (required): If marked, the configuration automatically loads as the default when the daily plan or multi-day plan opens.

3. In the table section, click Add to include a new scheduling resource.

4. Select the scheduling resource you want to add:

   • Add Resource: For individual technicians.

   • Add Team: For fixed teams.

   • Add Crew Shell: For crew shells.

5. To add the resource from the search panel, click the resource > Select.

6. Drag-and-drop the resource’s icon from the table to the desired position.

7. Click Save.

Remove scheduling resource

1. In the Daily Plan Order Configurations page, find the resource.

2. Click the Three dots menu > Delete.

Modify a current order configuration

1. In the Order Configurations interface, select the configuration from the list.

2. Click the Three dots menu.

3. In the dropdown, click View Detail. 

4. In the Order Configuration interface, modify the list of scheduling resources. 

   • See Create a New Sorting Configuration.

5. Click Save.

Remove a current order configuration

1. In the Order Configurations interface, find the desired configuration.

2. Click the Three dots menu > Delete.

Load a saved configuration in the Daily or Multi-Day Plan

To apply sorting criteria with scheduling resources in the Gantt view:

1. Navigate to Features > Core > Daily and Multi-day Plan.

2. On the Daily Plan tab, click the second icon. 

3. In the dropdown menu, select one:

   • Standard Orders: Include legacy sorting options:

     • Last name

     • Resource organization

     • Shift start time

   • Order Configurations: All configurations from the configuration dictionary, the selected operation center, and your private profile.

4. To change the sorting order:

   • Click the same item again to toggle the sorting direction.

   • Click a different item to switch to the newly-selected sorting criteria.