Instead of scanning rows in a list, you can now evaluate work orders by scheduled ETA, completion timing, and daily volume across weeks or months.
This guide explains how to access the feature and use it effectively.
1. Accessing the Calendar View
Navigate to the Work Orders module.
In the top-right corner, locate the new view toggle.
The default remains List View.
Select the toggle to switch to Calendar View.
The system preserves consistency between views:
Filters apply identically.
Results match between List and Calendar.
Work order actions function the same way.
If results differ, it indicates filtering discrepancies—not system inconsistency.
2. Understanding the Calendar Layout
When Calendar View is active:
Work orders are displayed according to their current ETA.
Completed work orders remain visible based on their scheduled dates.
Navigation controls allow you to:
Move between months
Move between years
Jump directly back to the present using the Today button
If you navigate away from the current date, use Today to instantly return to the current week/month.
3. Switching Between Month and Week Views
The Calendar includes two primary perspectives:
Month View
Best for:
Strategic planning
Forecasting workload distribution
Identifying high-volume days
Week View
Best for:
Tactical execution
Daily prioritization
Capacity assessment
In Week View, work orders are displayed in priority order for each day, giving immediate clarity on urgency and volume.
If you are managing operational throughput, Week View should be your default working mode.
4. Viewing Work Order Details
Hover Summary Card
Hover over a work order card to see:
Key identifying information
Priority indicators
Critical summary details
This reduces unnecessary navigation and improves triage speed.
Expanded Card View
Click a work order card to:
Open an expanded view
See full status information
Access action buttons
Jump directly to the detailed Work Order page
All actions available in List View remain fully functional in Calendar View.
5. Priority Visibility
Priority levels are clearly highlighted on work order cards.
In Week View especially:
Higher priority items appear prominently.
Cards are ordered by urgency for each day.
This structure prevents low-priority noise from obscuring critical work.
6. Advanced Filtering
The Advanced Filters panel remains fully available.
To apply filters:
Open Advanced Filters.
Configure your criteria.
Apply filters.
The Calendar dynamically updates in real time.
When filters are cleared, the view automatically expands to reflect the full dataset again.
Use filtering strategically—over-filtering defeats the purpose of visual workload management.
7. Handling High-Volume Days
If more than three work orders are scheduled for a single day:
A “See More” button appears.
The button displays the count of additional work orders.
Selecting it reveals the remaining cards.
Each can still be hovered for summary or selected for expanded details.
This prevents visual clutter while preserving access.
8. Operational Best Practices
To extract maximum value:
Use Month View for planning and capacity forecasting.
Use Week View for execution and daily standups.
Rely on hover summaries for rapid triage.
Use priority ordering to sequence work effectively.
Apply filters intentionally, not habitually.
The Calendar View is not just a visual change—it’s a workload management tool. If used correctly, it reduces blind spots around ETA clustering, improves prioritization clarity, and surfaces operational bottlenecks faster than the traditional list format.
Summary
The Work Orders Calendar View introduces:
ETA-based visualization
Month and Week perspectives
Real-time filter syncing
Priority-ordered daily cards
Hover summaries and expanded actions
Direct navigation to full work order details
It preserves all List View functionality while improving time-based awareness.