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5. Scheduler

User & Administration Guide — Version 1.0.0.29

Guide summary

Kanban dispatch board grouped by work order status.

On this page

The Scheduler provides a visual dispatch board for coordinators and dispatchers. It reads the same FSM_WorkOrders list as the Work Orders page.

5.1 Using the Board

  • Open Scheduler from the Operations section.
  • Review columns: New, Scheduled, En Route, On Site, Completed.
  • Click a card to open the full work order panel.
  • Move cards between columns to update status when drag-and-drop is enabled.
  • Column counts show backlog and workload at a glance.

5.2 Custom Status Mapping

Each work order status maps to a workflow bucket under Settings → Work Order Status. Buckets determine which Scheduler column displays a job.

  • Add custom statuses with name, color, and bucket assignment.
  • Save settings — status names sync to the SharePoint list.
Scheduler kanban board
Scheduler — kanban columns mirror work order status from New through Completed.

Pin the Scheduler as a Microsoft Teams channel tab so dispatchers work where the team collaborates.