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Daily Schedule

 View the schedule at the day and employee level

The Daily Schedule tab provides the ability to create or update daily schedules by assigning work orders to specific trades personal. Work orders or tasks that have been scheduled in the Weekly Schedules Tab will appear for the specific day selected or work orders can be assigned directly through this tab.

Daily Schedule Menu Screenshot

Details of the daily schedule are to assign specific work orders to a tradesperson and offer the same simple functionality as the weekly schedule tab. This allows Sockeye Users to make changes and or updates through out the day.

 

User-GuideUSER GUIDES:


VideoVIDEOS:


Overview

Employee Utilization

Schedule Changes

Import Work Orders

Scheduling Work Orders

Remove a Work Order

   
Remove a Work Order    

 Task Details

More

Schedule Compliance

Added-FeaturesOPTIONAL FEATURES:



 

Trouble-ShootingTROUBLE SHOOTING:


  • Excel Import Error:
    1. The spreadsheet must be a .xls or .xlsx file.
    2. Single tab, all data details need to be in one tab.
    3. Missing fields.
  • Work order not available to schedule
    1. Backlog Criteria - Work was filtered out due to requirements
    2. Find Task - Work may be scheduled under a different team.
  • Add or update resources is not available to schedule.

Tips-and-TricksTIPS AND TRICKS:


  • Drop and Drag.
  • Update resources for that day to identify what work needs to be reassigned.
  • Click on any field under the backlog section and they will sort in numerical or alphabetical order.
  • Utilize the filters on the left hand side of the screen this will help with large backlogs.
  • Use 'Group By' filter to identify Committed vs. Reactive work.

EmailCONTACT SUPPORT:


Reach out to a Sockeye Representative
email: support@getsockeye.com 

 

The team at Sockeye continues to grow based on our customers requests. As we try to meet these requests we are updating documents with the latest date and revision for reference.