Using the Map Module

This article will show you how to use the ‘Map’ module. The article will explain how to filter and schedule jobs from the Maps module.

To go to the ‘Map’ module, click the ‘Map’ icon on the module bar.

When you first use the ‘Map’ module, you will see all jobs assigned for the day you are on. You can see the ‘Date Rage’ filter selected as Today and ‘Assigned jobs’ ticked. All the grey icons are jobs that are assigned for today.

Let’s change this filter to show ‘Unassigned jobs’ for the week. Simply untick ‘Assigned jobs’, tick ‘Unassigned jobs’, and select the ‘Date Range’ to ‘This week.’

Now, you will see all unassigned jobs this week.

Let’s now assign one of these jobs to an engineer. Right-click on one of the burgundy pins and select ‘Add Engineer’. This will populate the engineer schedule so you can assign the engineer of your choice.

Once assigned, the job will disappear from the ‘Unassigned jobs’ view.

You can decide to save this map view by clicking on the blue cylinder icon  on the top right of the Map module and selecting ‘Save as new map’

Just enter a name, assign a colour and make it visible to ‘Everyone’, ‘Just me’ or to a ‘selected group or department’.

Click ‘OK’ to confirm