For Your Information 1: Understanding Events

Once you have created a Job Pack from the Jobs section you can schedule an Event (visit) from the left-hand menu, Schedule. 

A Scheduled Event (visit) against job pack enables an App User or Group to receive the job pack on the Re-flow App: including any attached documents (PDFs), location details and Event Tasks.

A Start Date/time is required to communicate to the App User when they are due to begin.

Note: You can set your Schedule Settings from within the Left-Hand Menu > Settings > Schedule Settings. This enables you to set Day start times, or Night start times. Day and Night work will be represented by a different colour in the Calendar for quick identification when shift work is being used routinely. 

Video 1: Scheduling an Event

Schedule an Event by simply adding a Title (this is not required, leaving blank will populate the Job title), User and Start Date/Time. You do not need an end time as completed Tasks signify when the day’s work is complete.

Tasks enables automated Progress updates from Pending, to, In-Progress, and then, Complete. You do not need to add a Post Date unless you want to delay when the Schedule Event is available on the App. A post date in the future disables the event, and enables it when the post date it met.

It is recommended these are left blank. 

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Allocating Resource

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Video 2: Calendar User Interface

The Job/Project/Site/Contract titles and Scheduled Events will be coloured accordingly in the Dashboard.

Pending = The task has not been started

In Progress = The task has been started and more tasks are to be complete

Complete = All tasks added to the Event are complete

On Hold = The Job/Project/Site/Contract is on hold

For Your Information 2: Calendar Action Icons

• Settings Icon : Open the 'Settings' box Change the way you view or interact with the timeline. Here you can snap events by day, alter the way you display the calendar or select the hour a working day begins. 

• Filter Icon:  Open the 'Filter' box to view information in a way that suits your processes for your planning overview - to a focused pin-point highlighting essential data. Depending on your 'Selected View', filtered information will adapt to your requirements.
  
  
  

   

• Sort Icon:  Arrange the way you want to view data: Example - from A-Z, or Z-A.
  
  
  

  
  
  
  

• Schedule Event Icon:  Opens blank schedule window. Alternatively, left-click any time/date on the calendar and the scheduler will fire up with pre-filled time and date. Depending on 'Select View' this will also pre-assign the user, vehicle, or group etc...  
  
  
  

  
  
  
  

• Select View Icon:  Select which data to view in the left-hand column - Users, Unscheduled Jobs, Jobs, Vehicles, Plant/Equipment, Groups.
  
  
  

  
  
  

• Zoom Icons (Magnifying Glass): 

  '-' or '+' enables Dashboard Users to zoom into the calendar, or zoom out of the calendar to view days, weeks or an entire month.
  
  

• Bulk Edit Icon:  Select individual events by left-clicking, or, select entire rows (clicking left-hand column) or entire columns (clicking column date) and move by any number of: minutes, hours, days - or re-assign single events or entire rows/columns to a specific user.

• Confirm decision by clicking the top-left blue button titled 'Edit' > selecting options and 'OK'.

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Alter duration or move events: 

• From the calendar view: Left-click and hold event to drag it to a new location on the calendar.
  
  

• From the calendar view: Over the double black dash line on the far right of the event - left-click and hold and extend event (ensure the calendar view is zoomed in enough to enable the action).  A confirmation box will appear to confirm the duration you wish to extend by.
  
  
  

For Your Information 3: Editing and copying events

• From the calendar view: Right-click on an event to enter edit mode (note the blue Cancel and Done buttons appear top-left). Left-click event to duplicate event as many times as necessary. Left-click duplicates to remove them. Click 'Done' to confirm changes. Click 'Cancel' to abort changes. Important: this will remove any restricted users on the Tasks, and leave the created task. You must use the Repeat Events feature to keep restricted users on Tasks.
  
  

Video 3: List View User Interface

Enable the Schedule List View by clicking the List View icon:
You can revert back to the Calendar View by clicking the Calendar View icon:

Video 4: Filtering and editing the List Views

Edit the dashboard list view in Schedule List View and the Jobs. Add field information from the job, change the column order and edit the titles. You can also do this for all your Records, Users and Forms list views.

When you create your Job and Schedule it, it becomes an Event (visit). Events are simply scheduled user/users who are to perform a Task in relation to the Job.

List view will display the title of your scheduled event, in relation to the Job/Project/Site/Contract, highlighted by its status colour.

• Click the Row will open the Scheduled Event.

• Events can be filtered from the view and you can select between Event Type's. Relates to the schedule. i.e: scheduled: Work, Task, Training or Holiday. 
  
  

Clicking the Map View icon will open all the events within Google Maps, displaying the location and status. These markers can be clicked, revealing the schedule details and who the event is assigned to. The downward arrow icon will enable dashboard users to download a CSV formatted document.

Video 5: Task Only Events and Event Types

When you are scheduling work, you will predominantly be assigning App Users against a Job, but there might be time where you want to assign Tasks outside of this criteria, Re-flow's Schedule Calendar View enables you to set Tasks outside of a Job that push to App Schedule on the App Homepage. You can set Task Only Events from  Schedule > Calendar View with the select view set to User.

With a Task Only Event you will need to assign the Task(s) to an App User, using the Select View icon:

Event Types

 Schedule Events that required a Job/Project/Contract/Site. 

 Schedule Events with notes against the User View. Holiday is automated through the Holiday Request Form, and managed by Dashboard Users in Users > Account Profile > Holiday tab.

 Schedule Events against the User View that require a Vehicle assigned.

 Schedule Events against the User View that require a Vehicle assigned.

 Schedule Events against the User View that require Plant assigned.

 Schedule Events against the User View that require Tasks assigned, where a Job/Project/Contract/Site is not required.