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Scheduling Week View: Overview

Mitchell Ivany Updated by Mitchell Ivany

Read Time: 5 mins

The Weekly View in Sonar’s Scheduling module expands on the features in the Dispatcher View and is best used if you're already familiar with that layout.

Scheduling jobs in your instance will often require a startling amount of foresight. The Weekly View helps you plan ahead by displaying jobs for the entire week, making it easier to manage job availability whether you're handling one or hundreds of appointments.

To access this page, navigate to the main menu, click on “Scheduling,” and then select “Week View” in the submenu.

While on the Dispatcher View, you can access the Week View by clicking on the “This Week” button shown below:


What is the Week View

The Week View is part of the Scheduling module. It shows all technicians along with their jobs, drive times, blockers, and time off for a selected week. It's mainly used to check availability quickly, not for detailed scheduling or booking new jobs. Although it shows a lot of information, it’s easy to read and understand.

  1. The Job/Technician toggle allows you to switch between the available filtering panels, which will affect the filter list.
  2. The Filter list allows you to search the calendar or apply predefined filters, based on the selected filter toggle.
  3. The Weekends toggle allows you to control whether Sunday and Saturday will be displayed on the calendar. If your organization doesn't schedule jobs over the weekend, this toggle can be disabled, and the calendar will only show the 5 weekdays.
  4. The Zoom In/Out buttons allow you to modify the scope of the calendar. Rather than zooming in to a particular section, the magnification expands the size of each time block.
  5. The Week selector allows you to choose which date range will be shown in the calendar section. When you select a date, the corresponding week will be displayed.
  6. The This Week button will take you to the current week, and display those dates on the calendar.
  7. The Weekly Summary section will list
    1. Any unavailable technicians, at the top of each day.
    2. The total number of scheduled jobs in a day.
    3. The Total number of each job type in a day.
      If there are too many unique job types to list, hovering over the “+X more” listing will provide the total of all hidden types
    4. The current day, reflected by the blue line underneath the date
    Clicking on any of the dates in the Weekly Summary section will take you to the Dispatcher view for that specific day.
  8. The Current Time slider provides a visual reference for the current time while you're in the Week view.
  9. The Weekly Calendar view contains a visual representation of all your jobs in any given week. This calendar has several functions:
    1. Each row will list your technicians based on their daily schedule availability. A single row will show 12 technicians before you need to scroll horizontally to see more.
    2. Hovering over a job in the calendar will display a pop-up, showing information about the job.
    3. This section also shows a full 24 hours. When zoomed out as far as possible, you'll be able to see entire 12-hour sections at a time.
Both the Filters section and the Weekly Summary section can be collapsed using the caret located below each of them.


Filtering in the Week View

The filtering for the Week View, much like the Dispatcher View, takes place across 2 different subsections – Job and Technicians.

For more information on Filtering in Sonar, take a look at the linked article | Filtering: Overview.
Jobs Filters

These filters are used to narrow the overall view to specific jobs or job types, showing only those filtered results in the weekly calendar.

Jobs filters will not clear any technician names, even if the technician has no relevant job types scheduled.

You have two available options when it comes to using filters. You can use the Search field, which will provide you quick access to default filters, or you can click the Filter icon, which will open all saved and default filters and allows for more in depth filtering.

  1. Assigned to: Account; which will show only jobs assigned to a specific account for the current selected week.
  2. Assigned to: Network Site; which will show only jobs assigned to a specific network site for the current selected week.
  3. Job Type; which will show only jobs of the selected type on the calendar.
  4. Status; which will only show jobs for the status which is chosen for the curret selected week.
  5. Ticket; which will show jobs that have the selected ticket assigned to them.
Technician Filters

These filters allow you to narrow your week view to show technicians who only meet specific criteria. Whether you're using the search bar or the filter icon, you'll be able to gain insight on specific technicians, and their workloads.

  1. Assigned to: User; which will filter the technicians by the user selected.
  2. Company; which will filter the technicians list based on which company (or companies) they're restricted to.
    This filter touches on the Companies section of the Job Type configuration, defined under Settings → Scheduling → Job Types.
  3. Geofence; which will show technicians based on the Geofences they've been assigned to.
    This filter touches on the Geofences section of the Job Type configuration, defined under Settings → Scheduling → Job Types.
  4. Job Type; which filters the technicians based on who is qualified to work the specific job type.
  5. Role; which filters the technician list based on their user role, defined in Settings → Security → Roles.
  6. Schedule Addresses; which filters the scheduled address in which you are searching.
  7. Schedule Address Type; which filters whether it is Both the start and end point, The ending point of the day, or The starting point of the day for the technician.

How did we do?

Scheduling How-to: Creating and Booking a Job

Setting Up Schedules General Overview

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