|
| 1 | +=========================== |
| 2 | +Field Service - Kanban Info |
| 3 | +=========================== |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:734d45a78584171cd2d5733f2db6d8db914ca57f1cf109ef04883f43e1fc2107 |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Beta |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
| 18 | + :alt: License: AGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/field-service/tree/17.0/fieldservice_kanban_info |
| 21 | + :alt: OCA/field-service |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/field-service-17-0/field-service-17-0-fieldservice_kanban_info |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/field-service&target_branch=17.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +This module improves the **Field Service Kanban view** by displaying |
| 32 | +essential job details directly on the order cards. The **scheduled time |
| 33 | +range**, **customer address**, and **contact details** (phone and |
| 34 | +mobile) are visible at a glance, providing technicians with the most |
| 35 | +relevant information without needing to open the order. |
| 36 | + |
| 37 | +Field Service operations depend on **speed, clarity, and efficiency**. |
| 38 | +By surfacing key information in the Kanban view, this module helps |
| 39 | +technicians **prioritize tasks**, **streamline their workflow**, and |
| 40 | +**improve customer communication** — all while minimizing unnecessary |
| 41 | +clicks. The flexible configuration of the **scheduled time range |
| 42 | +format** ensures the displayed information adapts to the user's |
| 43 | +preferred **date and time formats**, making the Kanban view both |
| 44 | +intuitive and consistent across different regions and languages. |
| 45 | + |
| 46 | +**Table of contents** |
| 47 | + |
| 48 | +.. contents:: |
| 49 | + :local: |
| 50 | + |
| 51 | +Usage |
| 52 | +===== |
| 53 | + |
| 54 | +- Navigate to Field Service. |
| 55 | + |
| 56 | +- Create or edit a Field Service Order. |
| 57 | + |
| 58 | +- In the Kanban view, the scheduled time range is automatically |
| 59 | + computed based on the **Scheduled Start (ETA)** and **Scheduled End** |
| 60 | + fields. The customer address and contact details (partner's phone and |
| 61 | + mobile) are also displayed on the order card, if set. |
| 62 | + |
| 63 | +- To configure the format of the scheduled time range, go to |
| 64 | + **Configuration > Settings > Technical > Orders > Schedule Time Range |
| 65 | + Format** to choose between **time range only format** (e.g. 15:30 - |
| 66 | + 17:30) or **date and time range format**. |
| 67 | + |
| 68 | +- Regarding the date and time range format, if the schedule_date_start |
| 69 | + and schedule_date_end fields fall on the same date, the date is |
| 70 | + displayed only once (e.g. 19/02/2025 15:30 - 17:30). If the dates |
| 71 | + differ, both the start and end dates are displayed (e.g. 19/02/2025 |
| 72 | + 15:30 - 20/02/2025 17:30). |
| 73 | + |
| 74 | +- The date and time format respects the user's language settings and |
| 75 | + their associated date and time format. |
| 76 | + |
| 77 | + - For example, if the user's language date format is set to |
| 78 | + ``%m/%d/%Y`` (e.g. **02/19/2025**) with a time format of |
| 79 | + ``%I:%M %p`` (e.g. **3:30 PM**), the scheduled time range will be |
| 80 | + displayed as **02/19/2025 3:30 PM - 02/19/2025 5:30 PM**. |
| 81 | + |
| 82 | + -If the user's language date format is set to ``%d/%m/%Y`` (e.g. |
| 83 | + **19/02/2025**) and a time format of ``%H:%M:%S`` (e.g. |
| 84 | + **15:30:00**), the scheduled time range will be displayed as |
| 85 | + **19/02/2025 15:30 - 19/02/2025 17:30**. |
| 86 | + |
| 87 | +Bug Tracker |
| 88 | +=========== |
| 89 | + |
| 90 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/field-service/issues>`_. |
| 91 | +In case of trouble, please check there if your issue has already been reported. |
| 92 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 93 | +`feedback <https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice_kanban_info%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 94 | + |
| 95 | +Do not contact contributors directly about support or help with technical issues. |
| 96 | + |
| 97 | +Credits |
| 98 | +======= |
| 99 | + |
| 100 | +Authors |
| 101 | +------- |
| 102 | + |
| 103 | +* APSL-Nagarro |
| 104 | + |
| 105 | +Contributors |
| 106 | +------------ |
| 107 | + |
| 108 | +- `APSL-Nagarro <https://www.apsl.tech>`__: |
| 109 | + |
| 110 | + - Patryk Pyczko <ppyczko@apsl.net> |
| 111 | + - Antoni Marroig <amarroig@apsl.net> |
| 112 | + |
| 113 | +Maintainers |
| 114 | +----------- |
| 115 | + |
| 116 | +This module is maintained by the OCA. |
| 117 | + |
| 118 | +.. image:: https://odoo-community.org/logo.png |
| 119 | + :alt: Odoo Community Association |
| 120 | + :target: https://odoo-community.org |
| 121 | + |
| 122 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 123 | +mission is to support the collaborative development of Odoo features and |
| 124 | +promote its widespread use. |
| 125 | + |
| 126 | +.. |maintainer-ppyczko| image:: https://github.com/ppyczko.png?size=40px |
| 127 | + :target: https://github.com/ppyczko |
| 128 | + :alt: ppyczko |
| 129 | + |
| 130 | +Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |
| 131 | + |
| 132 | +|maintainer-ppyczko| |
| 133 | + |
| 134 | +This module is part of the `OCA/field-service <https://github.com/OCA/field-service/tree/17.0/fieldservice_kanban_info>`_ project on GitHub. |
| 135 | + |
| 136 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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