Operations
Plan, dispatch and monitor operational work from intake through field completion.
Operations overview
Start from one command view of unplanned, overdue, completed and live work.
Review the top KPIs before opening detailed screens.
Use Open planning when the schedule needs attention.
Use the right-side overview to jump to operational queues.
Capacity
Balance available resources and planned workload across week, month and year views.
Choose Week, Month or Year based on the planning horizon.
Filter by zone or operational resources.
Use utilization and risk indicators before assigning more work.
Orders
Create, import, search and follow work orders through their lifecycle.
Use search and status filters to narrow the register.
Open a record to review customer, service, planning and execution.
Use Import for bulk order intake and New Order for manual creation.
To Do
Keep operational exceptions and follow-up in one actionable queue.
Work the queue by priority.
Open items with missing data or blocked workflow.
Keep the queue small as part of the daily dispatch routine.
Planning
Coordinate assignments and the weekly or daily operational schedule.
Check availability before assigning work.
Move or assign work when capacity changes.
Publish only when the plan is ready for execution.
Team
Access the operational workforce and connected people records.
Search the technician or employee you need.
Open the connected profile for operational context.
Use Workforce / HR for deeper employment administration.
Absence
Review availability exceptions that can affect planning.
Check who is unavailable before replanning.
Open the absence record when follow-up is needed.
Confirm the updated availability is reflected in planning.
Team Work Time
Review operational attendance, hours and corrections.
Filter the period you need.
Review exceptional or incomplete days.
Approve or correct records according to your permissions.
Field
Monitor live execution states from travel to on-site work and completion.
Open workers or jobs that need attention.
Compare field state with the current plan.
Escalate blocked or inconsistent execution quickly.