Views and Navigation
Use board, day timeline, week timeline, and map views to plan work from the right angle, and navigate with filters, focus tabs, and URL state.
Before you start
- You can access the scheduler and understand the basic layout from the quickstart.
Expected outcome
You can switch between views, use geographic and operational filters, and navigate efficiently using focus tabs, search, and URL state.
Choosing the right view
| View | Best for | Switch to it when you need to… |
|---|---|---|
| Board | Assignment balancing | See how work is distributed across engineers |
| Day timeline | Intra-day scheduling | Plan exact timing, spot overlaps and double-bookings |
| Week timeline | Capacity planning | Balance workload across a 7-day window |
| Map | Geographic planning | Cluster nearby jobs, plan routes, filter by region |
Use the view switcher in the toolbar to change views. Your last-used view persists across sessions via localStorage.
Board view
The board is a kanban surface organised by engineer. Each engineer gets a vertical lane. An Unassigned lane collects jobs without an engineer.
Key interactions:
- Drag a card between lanes to reassign the job to a different engineer.
- Click a card to open the Quick View for detailed editing.
- Scan lanes to spot overloaded or underutilised engineers.
The drag system validates moves before accepting them. Invalid drops (e.g. incompatible status) show a red indicator and are rejected.
Typical board workflow:
- Open the scheduler in Board view.
- Start from the Unassigned lane — these jobs need attention first.
- Drag each job into the engineer best suited for it.
- Click cards to adjust dates, duration, or equipment as you go.
- When a batch is ready, switch to deploying.
Day timeline view
The day timeline shows a single day from 06:00 to 22:00 with hourly gridlines. Engineers appear as rows. Jobs are positioned at their scheduled time with width proportional to estimated duration.
Key interactions:
- Navigate days using the arrows or click Today to jump back.
- Drag a job horizontally to reschedule within the day.
- Spot conflicts — overlapping jobs are visually stacked, making double-bookings obvious.
When to use the day timeline:
- Final-checking tomorrow's schedule before deploying
- Fitting a last-minute job into an engineer's day without overlapping existing work
- Verifying jobs fit within site access windows (e.g. "between 09:00 and 14:00")
Week timeline view
The week timeline shows 7 day columns with engineer grouping. Each column lists the jobs scheduled for that day.
Key interactions:
- Drag jobs across days to reschedule within the week.
- Navigate weeks using the arrows or the date picker.
- Spot gaps — empty day columns show available capacity.
When to use the week timeline:
- Weekly planning sessions where you balance load across the week
- Identifying which days are light and can absorb additional work
- Reviewing the upcoming week before a Monday planning call
Map view
The map shows job locations as clustered markers on a Leaflet map. A sidebar lists the sites in the current filtered view.
Key interactions:
- Click a marker to see a popup with site details, job count, assigned engineers, and acknowledgement summary (e.g. "2 acknowledged / 1 awaiting").
- Click a cluster to zoom in and expand to individual site markers.
- Click "Centre" in the sidebar to pan the map to a specific site.
- Click "Filter [AREA]" in a marker popup to apply a postcode area filter instantly.
Map pin colours:
Map pins use a four-tone colour scheme based on job state:
| Tone | Meaning |
|---|---|
| Default | Draft or undeployed jobs |
| Success | Deployed and fully acknowledged |
| Awaiting (amber) | Deployed but at least one job at the site is awaiting engineer acknowledgement |
| Warning | At least one urgent or in-progress job at the site (shown as LIVE in popup status) |
Geographic auto-zoom: When you apply a region or postcode area filter, the map automatically zooms to fit all matching sites. When you clear the filter, the map resets to the full UK view.
When to use the map:
- Grouping nearby jobs into efficient day routes
- Identifying site clusters for batch scheduling
- Filtering to a postcode area before switching to board or timeline to assign
Filter system
The scheduler supports 10 filter dimensions. All filters are applied server-side and reflected in the URL.
Geographic filters
| Filter | Param | How it works |
|---|---|---|
| Region | region | Multi-select from 12 UK regions. Expands to constituent postcode areas. |
| Postcode area | postcodeArea | Multi-select from Royal Mail postcode areas (e.g. SW, E, M). Searchable dropdown. |
Region and postcode area are mutually clearing — selecting a region clears any postcode selection, and vice versa.
Assignment and type filters
| Filter | Param | Values |
|---|---|---|
| Engineer | engineerId | Any workspace engineer with field-work eligibility |
| Site | siteId | Any workspace site |
| Job type | jobType | inspection, work_order, task |
| Status | status | pending, in_progress, completed, cancelled |
Operational filters
| Filter | Param | Values |
|---|---|---|
| Equipment | equipment | Any combination of: mewp, scaffold, tower_scaffold, ladder, cherry_picker, rope_access, harness |
| Out of hours | ooh | true or false |
Equipment uses OR semantics — a job matches if it requires any of the selected equipment types.
Date and search
| Filter | Param | Behaviour |
|---|---|---|
| Date range | start, end | ISO dates. Limits view to jobs within the window. |
| Search | q | Free text. Searches title, site, system, engineer names, postcode. |
Clearing filters
Click Reset filters in the filter bar to return to the default view (current week, no filters). Individual filters can be cleared independently.
Focus tabs
The planner list includes focus tabs that slice the job set by operational priority:
| Tab | Shows |
|---|---|
| All | Every job matching current filters |
| Blocked | Jobs with blocking validation warnings |
| Flagged | Jobs with any warnings |
| Unassigned | Jobs with no engineer |
| Unscheduled | Jobs with no date or target month |
| Draft | Jobs not yet deployed |
| Ready | Jobs passing all deployment checks |
| Deployed | Jobs already pushed to the field |
| Awaiting | Deployed jobs the engineer has not yet acknowledged |
| Acknowledged | Deployed jobs the engineer has opened in their day run |
Focus tabs combine with filters — filtering to a region and then clicking Unassigned shows unassigned jobs in that region.
URL state and bookmarks
Every filter, view selection, focus tab, and panel state is stored in the URL. This means:
- Bookmark a scheduler view to return to exactly the same slice later.
- Share a URL with a colleague to show them the same planning context.
- Use browser back/forward to navigate between scheduler states.
Layout preferences (active view, timeline mode) also persist to localStorage so the scheduler opens the way you left it.
Planner list columns
The planner list is a 19-column sortable table. Click any column header to sort.
| Column | What it shows |
|---|---|
| Checkbox | Selection for bulk actions |
| Job type icon | Inspection, work order, or task |
| Title | Job title with site name |
| Assignee | Engineer name(s) |
| Scheduled date | Exact date or target month |
| Duration | Estimated duration in minutes |
| Priority | Low, normal, high, or urgent |
| Status | Current job status |
| Crew | Crew size (shown when > 1) |
| Equipment | Access equipment badges |
| OOH | Out-of-hours indicator |
| Warnings | Warning count and severity |
| Window | Schedule window start/end |
| Flex | Flex tolerance in days |
| Deployment | Draft or deployed |
| Site | Site name |
| System | System name |
| Postcode | Site postcode |
| Actions | Quick view, detail link |
Troubleshooting
| Problem | What to check |
|---|---|
| A field user is missing from the assignee picker | Confirm field-work eligibility is enabled for that user |
| The wrong slice keeps reopening | Check the URL hash for saved view, focus, and date params |
| Map markers are not showing | Verify the site records have latitude and longitude populated |
| Filters seem to have no effect | Check if mutually-clearing filters (region vs postcode) are conflicting |
| Planner list is empty | Check that the date range covers the period you expect; clear all filters and retry |
Scheduler Quickstart
Open the scheduler, understand the layout, schedule your first job, and deploy it to the field in under five minutes.
Planning and Operations
Run the scheduler as a daily operations surface — manage backlogs, build day runs, import recurring work, and use the guidance rail for capacity awareness.