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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Display posted work orders on schedule board

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Posted on by 5

Hi, 

Is there a way to configure the schedule board to show posted work orders as well. The requirement is to show a visual view of historic work order so that basic trends can be determined.

  • jtaylor0572 Profile Picture
    on at

    Are you sure you want to "busy" the board up with posted Work Orders? I'm not sure how useful a visual view would help with trending. Would you be better off writing a report, Power BI, that could do that trending for you?

  • Suggested answer
    Gabriel Dias Junckes Profile Picture
    2,428 on at

    Hi.

    All the bookings will still be on the Schedule Board. Do you want to see the resource requirements on the bottom?

    You need to reopen the Work Order to reschedule it. Maybe a child work order can help.

    If so many occasions you need to reschedule the work order, check the process before. It might be something that you can resolve on the completion and then post it after.  

  • Suggested answer
    Fannie30 Profile Picture
    2,990 Moderator on at

    There are better ways to handle this requirement.  One is using the built-in intelligence for Incident Types and other Work Order Data.  If those don't suffice, then you can certainly build Power BI to do this.  

  • R Shome Profile Picture
    5 on at

    Thanks. We have a strange problem. We dont have a review stage. Once the technician completes the jobs we move it to posted. The issues that we have is it removes it from the schedule board and makes it confusing for the dispatcher. So for historic data, I agree we can create a power BI report. However For the current days booking, is there a way to show posted work orders on the Gantt as well?

  • R Shome Profile Picture
    5 on at

    Its not that we want to schedule a completed work order. But to display it on the Gantt to make it clear that the technician has completed the work

  • KK-365 Profile Picture
    1,010 on at

    Please start using the stage completed instead of posting.

    After the verification is done change it to post.

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