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Drag and Drop Scheduling

Andrew Dotto Updated by Andrew Dotto

Drag and Drop allows authorised users to manually move planned jobs within the Diary, providing a quick way to adjust the schedule where required. It is typically used to move a job to an appropriate operative within the job’s allocated time slot, while still respecting scheduling rules, planning windows and user permissions.

How it works

Drag and Drop works using the Jobs within the Diaries themselves. If you have the correct profile rights, you can directly drag & drop jobs within the diary.

Simply select a job by left clicking and drag into the desired position. You can only drag and drop jobs which are at a status of Planned, the aim is to drag and drop a job to an operative within the time slot allocated to the job.

Timeline Description automatically generated

The pink/red is outside of the time window and is clear in the diary to the user, jobs cannot be dragged and dropped into this space without being forced which is not advisable. Forcing on drag and drop will not amend the time slot of the job so a new text message or confirmation will be generated.

Drag and Drop scheduling, Force Scheduling and Scheduling outside of the agreed planning window are functions managed through User Profiles.

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