Technician Sorting


Attention: Some integrations send both the first name and last name of employees in a single field to the Cloud. In such a case, sorting by First Name, last Name or Last Name, first name might not be work as expected. Please contact your integration partner for more detail.

Intro

Technician Sorting enables dispatchers to sort technicians displayed in the Planning Board of the Planning and Dispatching application.


A Closer Look

By right-clicking on a technician record on the left-hand side of the Planning Board and clicking on Sort..., the application will display the following dialog:

Currently, the following technician sorting options are supported by default:

Sorting Option Impact
First name, last name By selecting, technicians will be sorted in alphabetical order by first name.
Last name, first name Default. By selecting, technicians will be sorted in alphabetical order by last name.
User name By selecting, technicians will be sorted in alphabetical order by user name.

Custom Sorting

In addition to the default technician sorting options described above, custom sorting can also be created for the user. Custom sorting options consists of a technician list that has been manually reordered (drag-and-drop) to meet the sorting requirement.

A custom sorting option can be created by selecting the +option beside the Sort by field:

The application will then display the list of available techncians. You can then drag-and-drop and reorder as you see fit:

After saving, the custom sorting option will now be displayed below the default sorting options: