The Dashboard Calendar

Provides a conceptual overview of the Dashboard Calendar in Texada Web.

Type

Conceptual

Audience

Texada Web users

Products

Texada Web

Body

Use the Dashboard Calendar to bring your schedule to life. The calendar gives you a bird’s-eye view of what is happening across your entire business. Due dates are all made visible, giving you the power to organize the tasks ahead. The calendar dynamically scales to fit your busy schedule and auto-refreshes to ensure that the schedule is up-to-date. It is flexible and can be easily customized to provide meaningful information to various user roles.

Accessing the Dashboard Calendar 

  1. In the Texada Web menu bar, navigate to Dashboard > Calendar
    The Dashboard Calendar opens to the current date and timeTWDashCal1
    NOTE:
    Only the first 100 records are shown. You can apply a filter to see more.
  2. (Optional) To view the Dashboard Calendar in full screen mode, click Present on the bottom right

Navigating the Dashboard Calendar 

  1. The counter at the top shows the number of Outstanding and Complete tasks.
  2. Use the following diagram to understand the different sections of the navigation bar:

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  1. Date
    1. Select the date you want to view
  2. Next week/day
    1. Click the arrows to switch to the next or previous day/week 
  3. Return to current date 
    1. Click to return to today’s date
  4. Search field 
    1. You can narrow results by searching a product number, product description, document number, or customer name
  5. Division(s) select
    1. Select the division(s) you want to view
  6. Location(s) select
    1. Select the location(s) you want to view
  7. Document type select
    1. Select the type(s) of documents you want to view
  8. Day/week toggle
    1. Use the toggle to switch between day and week views

About Documents on the Dashboard 


The calendar sorts documents into six types: Reservations, Deliveries, Pickups, Tasks, Work Orders, and Contracts. Documents are displayed based on their scheduled time. Each individual document is displayed as a tile you can expand with a click. You can also check the status of a document at a glance using the tile colour shading. 

Click view  view button on a tile to reschedule or update the details of the document.


Type

Symbol

Fields

Statuses

Reservations 

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Asset Number, Description, Qty

Reservation Number, Time Out


Customer Name

Site Address

Date/Time Due

Solid: Honoured

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Outline: Open

Screenshot (99)-1

 

Deliveries 

Asset Number, Description, Quantity

Ticket Number, Scheduled Time 


Driver Name

Customer

Site Address

Priority

Status, Link to open in new tab

Solid: Completed, ClosedTWDashCal8


Outline: Created, AssignedTWDashCal9


Shaded: Loading, Unloading, In ProgresTWDashCal10

 

Pickups 

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Asset Number, Description, Quantity

Ticket Number, Scheduled Time 


Driver Name

Customer

Site Address

Priority

Status, Link to open in new tab

Solid: Completed, Closed

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Outline: Created, Assigned

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Shaded: Loading, Unloading, In Progress

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Tasks

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Asset Number, Description, Asset Status Code, Scheduled Start Time 


Driver Name

Customer

Site Address

Priority Status, Link to open in new tab

Solid: Completed, Closed

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Outline: Created, Assigned

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Shaded: In Progress, Paused

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Work Orders 

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Asset Number, Description, Asset Status Code

Work Order, Scheduled Start Time


Technician Name

Customer

Site Address

Priority

Status, Link to open in new tab

Solid: Completed, Closed

TWDashCal20


Outline: Created, Assigned

TWDashCal21-1


Shaded: In Progress, Paused

TWDashCal22

 

Contracts 

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Asset Number, Description, Quantity

Contract Number, Time Out


Customer Name

Site Address

Date/Time Due, Link to open in new tab

Solid: Closed

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Outline: OpenTWDashCal25

 

We would love to hear your feedback on how we can improve the calendar. Check out the Texada Community at https://community.texadasoftware.com/.