Field Schedule Overview & Navigation
🗂️ Field Schedule Overview & Navigation (Ontraccr Scheduling)
📘 Article Purpose
This article introduces the Field Schedule in Ontraccr: what it’s for, how to access it, and how to navigate its core layout and tools.
🚀 What Is the Field Schedule?
The Field Schedule is used to plan and manage labor shifts across your company.
It’s ideal for short-term, day-to-day or week-to-week scheduling needs.
Typical uses:
- Assigning work to employees
- Scheduling repeat shifts or milestones
- Attaching job documents to shifts
- Keeping your field team informed and accountable
📌 The Field Schedule is separate from the Gantt Schedule, which is used for long-term project forecasting.
🔓 How to Access the Field Schedule
- Go to the left-hand navigation menu.
- Click on Scheduling.
- Then select Field Schedule from the two available options (the other is Gantt Schedule).
🧭 Navigation Overview
When you open the Field Schedule, here’s what you’ll see and how to use it:
🖥️ Default View
- The Field Schedule typically opens in Week View, showing a company-wide calendar of scheduled shifts.
🔽 Left Sidebar: Unassigned Shift Queue
- Located behind a small arrow with a line on the far left.
- Displays shifts not yet assigned to any users.
- These can be:
- Created from boards
- Created from forms
- Manually entered with no assigned users
🛠️ How to assign an unassigned shift:
Click and drag it from the sidebar onto the calendar and drop it under a specific user’s timeline.
🔍 Search Bar
- Located at the top of the schedule.
- Allows keyword search of shift titles only (e.g., typing “shift” will filter all shifts containing “shift” in the title).
🎛️ Filter Button
Use filters to refine what you see in the schedule.
Available filters:
- Title (text match)
- Users (single or multi-select)
- Divisions (if your company has more than one)
- Teams
💡 You can save filters as named views:
- Click Create & Apply
- Name the filter (e.g., “Division A View”)
- Reuse it anytime
🗓️ Schedule Views (7 Total)
| View Name | Description |
|---|---|
| Day | Company-wide, 1-day snapshot |
| Week | Company-wide, current week view |
| Month | Company-wide, current month |
| User Day | Users shown horizontally, single-day snapshot |
| User Weekdays | Full weekday view per user (Mon–Fri) |
| User Week | Week view per user (Mon–Sun) |
| User Biweekly | 2-week calendar with users arranged vertically |
🔁 All views support drag-and-drop from Unassigned Shifts.
📆 Date Navigation
- Use left/right arrows to move between timeframes.
- Click the date range to select a custom date.
- Use the “Today” shortcut to return to the current day.
🔍 Zoom In/Out
- Click the + / – magnifying glass to zoom.
- Ranges from 25% to 200%.
- Helps you fit more shifts onscreen or focus on details.
🧠 Tip: Use Views + Filters Together
For example, combine the User Weekdays view with a filter for a single division to see one team’s full week at a glance.