🗒️ Notes:
Review user roles/user types, as some options to manage time entries may not be available to other user types, except Admin
Assigning jobs and adding custom calendar entries still needs to be done via Factory Web.
Planner (Factory Mobile) overview
Locating this section in app: tap on the hamburger menu > select Planner
Planner page features
Use search, calendar, and filters to create a customised view of all assigned jobs and calendar events.
Search
Search by Customer Name, Labels, Order # and Team member.
Calendar
Switch between daily, weekly, or monthly calendar to see scheduled jobs and custom calendar events. To change the calendar, tap the filter icon below your profile avatar.
Daily calendar
🗒️ Notes:
Swipe left or right to view scheduled jobs and custom calendar events across different time intervals
Swipe up or down where the team member’s profile avatar is located to browse through the team member list
Tap the date above the team member list to toggle to a different date, then select your preferred date and tap
Confirm
Weekly calendar
🗒️ Notes:
Swipe left or right to view scheduled jobs and custom calendar events across different days of the week
Swipe up or down where the team member’s profile avatar is located to browse through the team member list
Tap the date above the team member list to toggle to a different date, then select your preferred date and tap
Confirm.
Monthly calendar
🗒️ Notes: tap across different months to view scheduled jobs and custom calendar events for each month.
Filters
Narrow scheduled jobs and custom calendar events by applying filters. To set filters, tap the filter icon below your profile avatar.
Views: Access and select from your saved views
Show/Hide Orders: Toggle to show or hide orders, whether scheduled or unscheduled
Show/Hide Users: Show or hide users based on their area of specialisation
Filter by Status: Sort jobs by their current status
Filter by Labels: Sort jobs using custom labels you've created
Filter by Required Date: Sort jobs by their required completion date.
Mark as done/Unmark as done
Tap the job or custom calendar event and select Mark as Done to indicate it's completed. To undo, tap the Order and choose Mark as not done.
🗒️ Note: once an job or custom calendar event marked as done, it will have a teal background and return to white (custom calender events will return to their assigned background colour) once it’s unmarked.