03 Workers and Planners
Module 3 goes through the additional features that can be accessed by workers who also have the planner role including re-planning work.
Supporting documentation:
Lesson content
By the end of the unit, you'll be able to add day notes to the planners.
By the end of this unit, you'll know whether to have the replan always updates schedule setting enabled or disabled for your business and how this effects replanning jobs.
By the end of this module you'll be able to replan and reschedule repeating jobs from the work planner using the actions or quick replan options, and know how the 'replan always updates schedule' setting on your account effects future appointments.
By the end of this module you'll be able to replan and reschedule repeating jobs from the multi-planner using the actions or quick replan options, and know how the 'replan always updates schedule' setting on your account effects future appointments.
By the end of this module, you'll know what a planner is able to update on the appointment and job and how to choose whether the change is a one off for this one appointment or for all appointments in a repeating schedule.
By the end of this unit, you'll be able to change the job order on a particular day by dragging and dropping them into the desired location.
By the end of this unit, you'll be able to change the job order on a particular day, and across a week by dragging and dropping them into the desired location.
By the end of this module, you'll be able to set the job order to the optimised drive (which can also be used on the work planner by changing the view to the user view.)
By the end of the module, you'll be able to sort and filter jobs from the job list and perform actions in bulk to selected jobs such as moving them to a particular round to optimise planning and efficiency.
By the end of the module, you'll be able to assign appointments and entire job schedules to users and teams from the planner views.
By the end of the module, you'll be able to use the overview to see all jobs on a particular day on a map view, their real-time statuses and open them to edit and mark as complete.
By the end of this module, you'll be able to send appointment reminders on the planner for any future appointments where the default notification has been set, see a sample message and see who has been reminded using the indicators on the appointments.
