scheduler365

Powerful, graphical resource planning for Dynamics 365 Business Central

The scheduler module is a graphical resource planning tool within the service365 application, for facilities and service management.

With service365, scheduled service calls can be sent to the scheduler, automatically or manually, for planning. Using the graphical planner, in-built maps and colour coded skills categories, planners can easily allocate calls to ensure the right people, with the right skills, are at the right place and at the right time to meet the agreed customer service level agreements (SLA).

scheduler365 Key Features

Planning Board

 

 

 

 

 

 

 

 

 

 

The planning board is pivotal to the scheduling function. It clearly displays the workloads of each resource over the selected timeline. Calls are updated in real-time to show the status of each call as it progresses, and the clear visual display allows you to differentiate between different call types.

Planners can select different timeline views to optimise the visual display. Each individual user can change the size and position of the different panes in the user interface and can hide or show panes as required.

Open Tasks
– All open service calls can be clearly viewed in a list format from the scheduler. The list can be easily filtered by priority, call type, region, skill type and customer. Using ‘drag and drop’ calls can be simply allocated to one or more resources on the main planning board.

Map – The built-in map allows you to see the whereabouts of your resources and the location of calls that need to be planned. This makes it easy for you to easily determine which resource is best placed to attend reactive calls.

Colour Coded Categories – The category overview provides a colour coded key highlighting the relevant response times associated with a job. By matching these colours to the jobs on the planning board, you can see the level of urgency required when allocating work.

Task View  The task view provides more detailed information on a highlighted service call. You can also drilldown to the call record held within service365 – this service is also available to remote workers.