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Mouse Maneuvers - Schedule Navigation

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Using Mouse Maneuvers for Schedule Navigation is a "well-known secret" of the Schedule Board as a whole, and the Manage open Work Order / Slots Tab on the right side in particular, to increase convenience and speed.

In addition, the individual Schedule Slots use some specialized mouse functions (See Mouse Maneuvers for Schedule Slots). All of these "little tricks" are worth learning.

Hover:

When you hover the mouse over a Schedule Slot that has been "miniaturized," the full details of the Schedule Slot will appear in a pop-up message beside the mouse.
When you hover the mouse over the Open Work Order / Slots Tab, a work window appears which will stay open until you click somewhere else on the screen. (If you wish to keep it open, click on the Pin Icon in the upper right corner of the window, and click the Pin Icon again to close it. When you exit this Layout View and re-enter, the Pin will still be in effect until you un-pin it.)

Select Multiple Items:

Hold down the CTRL key and click on several selections (not necessarily adjacent). Use for Calendar Navigation and to Complete Schedule Slots.
When you left-click and drag the mouse in various places, you can select several adjacent items:
Multiple Empty Time Cells for creating a single Schedule Slot
Multiple Dates on the Calendar Date Navigator

Left-Click - Drag-n-Drop:

From the Manage Open Work Orders / Slots Tab, you can left-click and Drag-n-Drop a Work Order or Schedule Slot to assign it on the Schedule Board
When you left-click and Drag-n-Drop a Schedule Slot already on the Schedule Board, you can change its Date and/or Time

Right-Click:

You can right-click on the Time Scale at the left side, to change it.
.You can right-click on any Employee Column Header for the following choices:
Print Schedule for Technician
Get Driving Directions
Technician Details (opens Employee maintenance screens)
You can right-click on any empty Time Cell for the following choices:
Today (go to Today's Schedule)
Go To Date (select Date for a different Schedule)

Technician Layout Editor

You can right-click on any Schedule Slot to view the Status and for the following choices:

Delete Schedule Slot
Assign or Copy to Different Date

Send SMS to Technician
Print Work Order
Capture Signature
View Work Order Details
View Time Slot Details

Control Key (CTRL key):

Hold down the CTRL key and click on several selections (not necessarily adjacent) Use for Calendar Navigation and to Complete Schedule Slots.
To COPY an item (see also Mouse Maneuvers - Scheduled Slots for how to Copy a Schedule Slot ):
Focus the mouse over the item
Click the left mouse button
Press the CTRL button on the keyboard
While holding the CTRL button, click with the Left mouse button
Then Drag-n-Drop the new Item to the desired place

 


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