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Navigating Dynamic Resource Scheduler

Andrew Dotto Updated by Andrew Dotto

Dynamic Resource Scheduler (DRS) navigation provides access to the core areas required to view, manage and optimise schedules. Using the navigation menu, users can move between key functions such as the scheduling diary, resource views, job management and configuration areas. The layout is designed to keep commonly used tools easily accessible while allowing deeper configuration and administration options to be organised separately.



Home

The DRS Home Screen contains charts that can highlight important details within your solution.  These charts do not allow the user to drill down but are designed to provide a quick point of reference at the point of login for anything they may want to immediately follow up on.



Left Hand Panel

Within DRS, the menu items are displayed on the left side of the application window.

Underneath the DRS Logo, you will see your current logged in Username. Selecting the username will enable users to change their password, disconnect, change language, and view the about details for the application.   


Logging Off

Logoff by clicking on the chevron below your Username and selecting Disconnect.


Detach

Using the Detach button will take DRS out into a new tab within your browser.  This is a full instance of DRS and can be used independently for both read and modify tasks.


Left Bar Details

The left bar menu is used to navigate the majority of the solution. The chevron on the right edge can be used to collapse the left bar.

Home

When selected returns users to the home screen, any dashboards present here will display

Customers

When selected will take users to the customer screen displaying a list of customers in the view.

Orders

When selected will take users to the order screen displaying a list of orders in the view.

Jobs

When selected will take users to the job screen displaying a list of jobs in the view.

Workers

When selected will take users to the workers screen displaying a list of workers in the view.

Meeting

If enabled will take users to the meeting screen to create meetings within the system.

Diaries

When selected will take users to the diary menu options to select operatives, jobs or from a bookmark.

Map

If enabled/licensed will take users to the maps screen, where addresses and postcodes can be searched.

History

Will allow users with permission to search the history/audit of customers, jobs, orders, workers etc.

Project Planner

If enabled/licensed will allow users to expand the Project Planner functional menus

Import/Export

When selected will provide a sub menu with import and export options

Working Time

When selected will open a sub menu with options to create, edit and view day off calendars, working hours calendars and daily schedule types

Configuration

Requires administration rights and allows users access to the configuration elements of the system such as Templates, Text Messaging, Views, Users and Profiles, Business Data etc.



Accessing Your Data

Users access their data through customisable data grids, allowing them to navigate, filter and manage the datasets that underpin the product’s functionality and business processes. These grids make it easier to locate relevant information, review records and take action directly within the interface.

Data views can be configured to support a wide range of requirements, including predefined layouts and fixed filters, enabling organisations to present only the information that is relevant to specific roles or tasks.



Data Grid Navigation Options

Navigation options are provided above each data grid to give users quick access to the actions required to work with the data. These controls allow users to move through records, apply filters, adjust views and perform common management tasks directly from the grid, ensuring the information needed to complete operational activities is easy to access and manage.

Across all Data Grids, the following common navigation options are available.


Back Button

The Back Button can be found on all menus where table data is displayed.  You can use this to navigate back through your previous selections. Clicking on the chevron will display the last selected objects.  Clicking one will take you to that object.



Burger Menu 

The Navigation Menu contains the following options: 

Last: Detail of the last items selected within the system.  Navigate to these items by selecting one.

Diary: List of all available Diary Bookmarks

Manage Bookmarks: You can use this to edit or remove bookmarks, where your permissions allow.

Pin: Pin allows you to create a Bookmark of single or groups of items.  More information on this function can be found in the BOOKMARKS section of this document.

Send: Selecting a single or number of items will allow you to send those items to other Users.  When they are sent, they will appear within the other Users Bookmark list and a new item icon will be displayed to let them know it is available



Keep

The keep function allows you to place items within a held list while you work within the categories DRS v6. This function can be helpful if you are attempting to locate many different objects with different filtering requirements.

Selecting your objects and then clicking KEEP from the top menu will put the values within the Keep List to allow you to make changes, send Text Messages, Schedule, and other bulk selection functions. 

Once you have added items to your keep list, you can select your action, such as Schedule Now, and that action will be executed on the items within your Keep list, along with any items selected in the main view.

The Keep List can be cleared by clicking the Trash Can or individual items can be removed by clicking on the individual ticks next to the items in the list, this function works largely in the same way for all screens where it appears. These items can be used to interact with other functions such as Maps, Filtering, Schedule Now, Lock etc. 



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