Map View and Time View tabs
On the Map View and Time View tabs you can view all field estimators, assignments, and appointments. Assignments are represented by color coded icons to identify their status, and all of the assigned resources are shown in the Resources list in the left pane. You can schedule assignments by dragging and dropping them from the Dispatch Board.
Note: The system keeps track of the number of times (attempts) an assignment is dispatched. Dispatchers can view Assignment status notes in the Time View & Map views of the scheduling board using Assignment Pin information.
The Map View tab
The Map View tab is fully integrated with Google® maps and shows assignments and resources physical locations and the routes. You can zoom in and out on the map as needed. When you navigate to and from the Map View tab, the last zoom level you viewed is retained.
When you select a resource, you can see the assigned route for the day and the sequential order of stops, numbered A—Z. Click the thumbnail to see an example of this: Resource 4, Kevin EST 10, is selected. His route appears in blue, and the order of his stops is shown alphabetically, A through G. You might also notice that the scheduling and routing is arranged so that the appraiser's last stop is near his starting location.
If you select multiple resources (up to 10), each route appears in a different color so you can tell them apart. See image above.
The Time View tab
The Time View tab shows assignment and resource schedules in a calendar format.
When you navigate to and from the Time View tab, the last date you viewed is retained.
Appointment times are displayed in the local time of the appointment location. You can change the Time Zone when you need to work in more than one zone, for example, when you have large centers that operate across time zones.The default time zone in WorkCenter is Pacific time.
Click and drag to assign and unassign
- On the Unassigned or Assigned tabs, use this icon
to click and drag an assignment to a resource or time on the Map View or Time View tab. - On the Map View tab, you can assign one to many assignments to a team or resource by clicking the Claim-suffix check boxes for the assignments and dragging the group to the resource or team.
- On the Time View tab, you can schedule assignments in 5-minute increments.
- To unassign, on the Time View tab or Map View tab, click an assignment's icon (
or 
) and drag it back to the Scheduling Board.
Information bubble
Click the assignment to see its "information bubble" with details and links. Use these links to see assignment details, change views tabs (Map View or Time View), or change the current state of the assignment (Dispatch, Assign to, Place on Hold, Cancel, and so on). The assigned resource is highlighted in the Resources list in the left pane.
The information bubble in Map View also identifies when multiple assignments or resources are at the same location.
Reference
