Calendar

The personnel calender is a graphical overview of the capacity by employee by day/week. The notification actions are the plan lines in the calendar. This gives you a quick overview of the times at which particular engineers are available for service work.

For example, you can keep records of your appointments. Visits from engineers must be entered as actions. The personnel calender does not allow you to change or add any data.

The personnel calender is used to schedule employees. This means that if you want to re-schedule a scheduled service, you will have to create a new action for the employee.

Before displaying the calendar, choose a preset to specify the actions and employees you want to display. A number of tabs are available on which the data can be shown by day, weeks, or a range of days.

To view additional calendar information for selected employees, use the Action chart form.

You can open the calendar using the presets 'Default engineers' or 'Default engineers by district' if the Assign to field has been filled in on the Service notifications form in the Service module (Actions button). In this case, flexible search path 8 is used. In this search path, record the logic for the engineers you will employ for a job. You can distinguish between customers, skills (in the form of service types), objects, object groups, and more.

The presets allow you to use not just skills, but also the existing geographical classification based on districts. By linking this information to the Calendar form, you will have all information you need to schedule employees:

Application	Explanation	Form in which the application can be used
1	When using cost-plus invoicing, you can use this application to define a search path for sales prices of hours worked by employees. You have the option to make prices dependent on the time worked. Where appropriate, an hour posting will automatically be split up into components if the components have different rates based on the search path. When using the 'TIME' variable, please make sure to define a contiguous time range: 00:00 - 07:00 07:00 - 20:00 20:00 - 23:59:59 If you were to define the times as follows, the system will revert to a lower search path level from the time of the interruption: 00:00 - 07:00 07:00 - 16:00 (break) 20:00 - 23:59:59	Create cost-plus specification form
2	When using cost-plus invoicing, you can use this application to define a search path for sales prices of hours during which a machine (or machine group) was employed.	Create cost-plus specification form
3	When using cost-plus invoicing, you can use this application to define a search path for sales prices of equipment pieces.	Create cost-plus specification form
4	When using cost-plus invoicing, you can use this application to define a search path for sales prices of purchased external operations.	Create cost-plus specification form
5	You can use this application in combination with application 6 to define a search path that is the first part of the maintenance model. Use this application to determine the required service types and the frequency with which these types of services are to be performed. The frequency you enter matches the number of times (records) the service type is included in the Preventive maintenance schedule.	Create preventive maintenance form
6	You can use this application in combination with application 5 to define a search path for the preventive maintenance. This application is used to determine the other data entered on the Preventive maintenance form (by record), including part numberart, supplier, and prices. This procedure allows you to specify a different part for each service type/object combination. The part allows you to include different materials and operations for each service type/object combination. By selecting a part with a 'Purchase' order code, and entering a supplier other than '99999', you can specify that you want to outsource the maintenance concerned. The sales line created based on the subsequent preventive maintenance schedule will have a 'Purchase' origin, specifying the relevant supplier.	Create preventive maintenance form
7	You can use this application to define a search path for sums relating to objects included in service contracts that also involve corrective maintenance.	Determine corrective maintenance contract sum form
8	You can use this application to define a search path for assigning service engineers to failures.	Calendar form, when you choose the 'Default engineers' or 'Default engineers by district' preset
9	You can use this application to define a search path for equipment sales prices when using cost-plus invoicing. These are the equipment prices per hour. In order to be able to use this functionality, you need to link equipment to operations in the calculations. When the hours are registered, also the equipment hours are registered.	Create cost-plus specification form
10	You can use this application to define a search path for equipment sales prices when using cost-plus invoicing. These are the equipment prices per quantity produced (for example, using molds). In order to be able to use this functionality, you need to link equipment to operations in the calculations. When registering hours, you can enter the quantity produced in the Quantity field.	Create cost-plus specification form
11	You can use this application to define a search path for order discounts based on pricing scales. The output data allow you to choose from the following: - Adding a sales (sub)line containing the part and the price based on a percentage of the total order value (yes/no=yes) - Adding a sales (sub)line containing the part and a fixed price (of the part (yes/no=no))	This application is not used yet, but it can be called inside a script.