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📋 Section: Planning Board
The planning board is a separate Windows-based application used for real-time dispatching of service
orders.
While it is not part of the native CIS mobile HTML interface, its configuration is managed within
the CIS mobile system –
particularly to define which orders, filters, and refresh intervals should apply.
Key Features of the Planning Board
- Graphical scheduling of service orders along a timeline
- Technician-based or workplace-based planning
- Display of order details such as customer, equipment, time slots, and status
- Direct editing and rescheduling of orders
Important Configuration Parameters
| Parameter |
Description |
Function in the Planning Board |
| Planning Plant |
Plant for scheduling operations |
Used to initially filter operations in the planning board client |
| Workplace Type |
Specifies relevant workplace types (e.g., mobile technicians) |
Determines which workplaces are selectable and displayed |
| Planning Board: Order Types |
List of allowed order types |
Only these types are displayed on the board |
| Planning Board: Refresh Interval |
Time in seconds |
Controls the automatic refresh of the planning board |
| Planning Board: Special Events |
List of special event types |
Allows highlighting with colors or icons |
| Order Types in Operation List |
Allowed types for the operation list |
Used for filtering during planning and searching |
Usage Note
Using the planning board requires the installation of a separate Windows client application.
The system connects through the standard CIS mobile interface, but instead of using a browser,
users access the planning tool via the Windows client – typically used by dispatchers or
coordinators.
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