A swimlane provides a scheduler with a visual overview of scheduled work; a real-time view of their available resources, and a summary of allocated time–for a defined period.
There are two ways to view a swimlane in the scheduling console, horizontally or vertically. These options provide the user with a different visual experience, using the same level of detail.
Locating Swimlanes in the Scheduling View
Swimlanes are visible from the default view of the scheduling console. Navigate to the swimlanes by selecting the "Swimlane" tab from the top bar.
Figure 1. The swimlane view in the scheduling console.
The Swimlane Time Grid
The swimlane time grid is graduated in blocks of one hour. There are three ways to control the visual range of the time grid:
- The date picker–use this to select a target date from the calendar.
- The date switcher–zoom to "Today," or step forward or backward one day at a time.
- The view selector–choose from the available options to increase or decrease the visible time span.
Note: The date above the swimlanes indicates the actual date or time span that is currently being displayed in the swimlane (this can be a single day or a date range).
Figure 2. The date picker in the swimlane tab.
Figure 3. The date switcher and view options in the swimlane tab.
Note! The view options also set the date range for the status panel.
Identifying Available Resources
All available resources (that is, those who are available to work) are listed in the resource list panel on the left-hand side of the swimlanes.
Region Override Filter
The region override filter (located above the resource list) enables a scheduler to select multiple regions–different from that set in the main filter bar. Selecting different regions refreshes the list of resources on the swimlanes from the new region(s)–this will show their availability and any allocated jobs.
Figure 4. The region override filter (middle) set differently to the main filter bar and timezone region.
Figure 5. The region override filter with multiple regions selected.
Note: The region override filter only affects the swimlanes–the jobs list and timezone display are not affected and remains set by the main filter bar.
If a scheduler sets the region override filter to another region, the jobs and availability of the resources in that selected region (in the swimlanes) are converted to the timezone of the region set in the main filter bar.
The resource filter allows the scheduler find and sort the available resources in several ways:
- Comma-separated name search–type in the name of a resource or resources (separated using commas).
- Sort alphabetically–where resources are listed "A-Z."
- Sort by region groupings (home region first)–where resources are grouped by selected regions (selected in the region override filter); the first region being the home region (the region set in the main filter bar).
- Sort by utilization (least utilized appears first in the list). See "Definition of Utilization."
Figure 6. The resource filter set to show resources alphabetically–the default setting.
Note: For the region grouping option to become available (i.e., the home region option), more than one region must be selected using the region override filter–and those regions must have a latitude and longitude value defined. If the latitude and longitude are not defined, admins can do so either using the Skedulo "Data table: Regions" or directly via their CRM.
Definition of Utilization
Utilization is calculated as (Availability - Unavailability) - (Job Allocations + Travel Time) within the current "View" selected (i.e., the viewing period set in the console swimlanes).
Unavailability includes "Activities." The resource that is least utilized is the one with the highest value after this calculation.
Identifying Periods of Availability and Unavailability
Periods, where a resource is available, are displayed in white blocks in the swimlane.
Periods of time where a resource is unavailable (or is scheduled to become unavailable), are represented as blocks of gray.
Figure 7. The swimlane showing periods of availability (white) and unavailability (gray).
Job Cards in the Swimlane
Job cards from the job list can be manually added to a swimlane using the drag-and-drop method.
Figure 8. A job card being dropped into a swimlane.
Each job card located in the swimlanes denotes the job's name (number), the job's description, the start/end time of the job, and to whom it is assigned (as each swimlane is dedicated to a single resource).
Job cards reflect the current status of the job using different colors on the left-hand border of each card:
- Pending Dispatch (Dark Green).
- Dispatched (Light Blue).
- Ready (Dark Blue).
- En Route (Light Purple).
- On Site (Pink).
- In Progress (Orange).
- Complete (Light Green).
The same color coding is used in the "Job Details" view and on the map view (for the status indicators used on job markers).
Figure 9. A job card in a swimlane (JOB-0282).
Also, see Job Status and Job Allocation Status.
Once in a swimlane, a job card can have its time duration adjusted. The card has two small black handles, one positioned at the start-time of the job, the other at the end-time. To adjust the time, grab one of the small black handles and slide it left or right, snapping it into place. The snap increment can be fine-tuned using the settings option. This change of time duration will be reflected in the job's details.
Figure 10. The time duration of a job card is increased by 5 minutes.
Job cards can also be moved to a different time, day, or week by grabbing and sliding the card along the swimlane, snapping it into its new time slot.
Figure 11. A job card is moved from one swimlane to another, to a different time.
To inspect the job's details, just right-click on the job card in the swimlane; a pop-up will provide you with the option to open its details in a new browser tab.
Figure 12. Right-click to go and view a job's details from the swimlane.
If a job has been categorized with some importance (e.g., critical), then the job card in the swimlane will reflect its importance using colored icons. The icon changes to a small colored dot located at the top-right of the card, if the card or timeslot is reduced in width.
The built-in categories include none (the default), normal (green), urgent (orange), and critical (red).
Figure 13. Two job cards in the swimlanes, one marked critical the other normal.
Activities in the Swimlane
Activities are used as placeholders for tasks that are unrelated to an external customer, such as meal breaks. They are displayed on the swimlane using purple activity cards. Once an activity has been created, it will automatically be locked, meaning it cannot be moved on the swimlane.
Figure 14. The swimlane showing an activity (a meal break of 1-hour duration).
Estimated travel is displayed as a thin gray bar in the swimlane. It is determined when a job is allocated to a resource. It will either be calculated from the resource's home address (for the first job of the day), or from the previous job to the next (in their daily schedule).
Figure 15. The swimlane showing a job with an estimated travel time of 24 minutes.
There are three time-related statistics displayed above the swimlanes:
- Total Travel Time = the total travel time for all jobs that fall within the time span set by the date picker.
- Total Time Scheduled = the total time for all scheduled jobs that fall within the time span set by the date picker (excludes canceled jobs).
- Average Travel Time = the average travel time for all jobs that fall within the time span set by the date picker.
When the browser window containing the web app is collapsed beyond a specific point (to less than 1570 pixels in width), the timeline labels on the swimlane are hidden and are replaced with icons.
Figure 16. A view of the timeline icons in the scheduling console when the swimlanes have been collapsed.