Schedule: How to Organize Jobs, Events, and Assignments in Diamond Operations Pro
The "Schedule" module allows you to view the daily operation by date and time within Diamond Operations Pro. From this screen, you can review scheduled jobs, events, times, estimated duration, assigned employees, properties, clients, and important details needed to coordinate the operation. For a new user, the "Schedule" works as the main daily board: it shows which jobs need to be completed, when they happen, where they take place, and which employees are involved.
Purpose of the schedule
The "Schedule" helps keep the operation organized from a visual and chronological view.
This module allows you to:
- Review the daily agenda.
- View scheduled jobs by date and time.
- Identify assigned employees.
- Detect unassigned jobs.
- Review duration and times.
- Quickly open job details.
- Review events related to employees.
- Detect conflicts before they affect the operation.
- Adjust assignments when changes occur.
The goal is for coordinators, supervisors, and administrators to make quick decisions with updated information.
Who should use this module
The "Schedule" module is intended for users who coordinate or supervise the daily operation.
It is usually used by:
- Coordinators.
- Dispatchers.
- Supervisors.
- Administrators.
- Owners.
- Users responsible for assigning employees.
- Users who review availability or workload.
Because changes in the schedule can affect times, employees, and jobs, access to edit or assign should be limited to authorized users.
When to use the "Schedule"
Use this module when you need to review or adjust the operational agenda.
Common cases include:
- At the start of the day to review the agenda.
- When employees need to be assigned to jobs.
- When a job time changes.
- When a job duration changes.
- When you want to review an employee’s availability.
- When you need to quickly open job details.
- When there are employee-related events.
- When you need to detect schedule conflicts.
- When reviewing the end of the day and job statuses.
What you can see in the schedule
The "Schedule" screen shows jobs and events placed by date and time.
Each block or card may include information such as:
- Client.
- Property.
- Service.
- Job status.
- Assigned employees.
- Start time.
- Estimated duration.
- Invoice-related data.
- Notes or warnings, if any.
- Additional information depending on permissions and configuration.
Visible information may change depending on active filters, user permissions, and system configuration.
If the schedule looks empty, first check the date range and filters before assuming there are no scheduled jobs.
Important concepts
Schedule
Time-based view where jobs, events, and assignments are organized.
Scheduled job
A job with a defined date and time.
Dispatch
Action of assigning employees or adjusting how a job will be executed.
Duration
Estimated time a job will take within the schedule.
Event
Record associated with employees or the agenda that does not necessarily correspond to a billable job.
Filters
Controls that allow only part of the information to be displayed, such as employees, dates, or specific views.
Assignment
Relationship between a job and the employees who will complete it.
How to read the main screen. The main screen should be reviewed as a visual agenda.
- First review the visible date or range.
- Look at the jobs placed by time.
- Identify blocks with assigned employees.
- Review jobs without assignments.
- Check whether there are employee-related events.
- Review duration and possible overlaps.
- Open jobs that have notes, warnings, or recent changes.
The schedule helps quickly answer what is happening in the operation and what needs attention.
Reviewing the day’s agenda. At the start of the day, it is recommended to review the schedule before the team goes into the field.
- Open the "Schedule" module from the main menu.
- Select the day or date range you want to review.
- Confirm that the filters allow you to see the necessary information.
- Review scheduled jobs.
- Verify times and durations.
- Identify jobs without assigned employees.
- Open jobs with warnings, special notes, or recent changes.
- Confirm that each job has the correct assignment.
- Adjust or dispatch jobs that still require attention.
This review helps prevent delays, assignment confusion, and time conflicts.
Assigning employees to a job. Employee assignment allows you to define who will complete each job.
- Select the job within the schedule.
- Open the available dispatch or edit action.
- Review the client, property, service, and time.
- Select the employees who will complete the job.
- Confirm that the assignment does not create schedule conflicts.
- Save the changes.
- Verify that the schedule shows the updated assignment.
Before saving, check whether the employee already has other jobs at the same time.
Adjusting time or duration. Times and durations should reflect the real operation.
- Open the job from the schedule.
- Review the current time.
- Review the estimated duration.
- Modify the time or duration only if the change is necessary.
- Save the changes.
- Confirm that the schedule block updates correctly.
Changing duration or time may affect employee availability, routes, travel time, and planning for the rest of the day.
Detecting schedule conflicts
The schedule helps identify situations that may affect the operation.
Examples include:
- An employee assigned to two jobs at the same time.
- A job without assigned employees.
- A job with incorrect duration.
- A time that does not match team availability.
- An event that blocks an employee’s availability.
- Recent changes that were not reviewed.
When you detect a conflict, open the affected jobs and review whether employees should be reassigned, times should be adjusted, or duration should be modified.
Using events in the schedule
Events allow situations to appear in the agenda.
They can be used for:
- Absences.
- Operational notes.
- Incidents.
- Availability blocks.
- Internal reminders.
- Employee-related situations.
Events do not always represent billable jobs, but they may affect daily planning.
To create or review events, use the corresponding option from the schedule or from the module related to employee events.
Using filters
Filters help reduce visible information when the agenda is large.
You can use them to focus on:
- A specific employee.
- A group of employees.
- A date range.
- A specific view.
- Relevant jobs or events.
- Information needed for a specific review.
If you see too much information, apply filters to review only what you need.
If you cannot find a job, clear filters or expand the date range.
Best practices
To keep the schedule clear and useful:
- Review the agenda at the start of the day.
- Confirm that each job has a date and time.
- Assign employees before the operation begins.
- Check for conflicts before saving changes.
- Use filters when the agenda is extensive.
- Keep times and durations updated.
- Do not change duration if it does not reflect the real operation.
- Review events that may affect availability.
- Open critical jobs before dispatching them.
- Confirm that changes are reflected correctly.
- Review the schedule at the end of the day.
Common issues
A job does not appear in the schedule
Review the following:
- The job has a date.
- The job has an assigned time.
- The visible range includes that date.
- No filters are hiding the job.
- You have permission to view it.
- The job was saved correctly.
I see too much information
Use filters by employee, date, or view to focus on the agenda you need to review.
You can also review a smaller range if the agenda has many records.
An employee has overlapping jobs
Open the affected jobs and review:
- Times.
- Duration.
- Assigned employees.
- Availability.
- Related events.
Then reassign employees or adjust duration as needed.
Changes are not reflected
Confirm the following:
- The change was saved.
- The view was refreshed.
- The date range is still correct.
- No filters are showing a partial version.
- You have permission to see the updated information.
If necessary, refresh the view and review again.
An event blocks an employee’s availability
Open the event and review the recorded information.
Confirm whether the event corresponds to an absence, incident, operational note, or block. Then adjust the affected jobs if necessary.
Expected result
By the end, the user should be able to:
- Use the schedule to review the daily agenda.
- Identify scheduled jobs.
- Review events related to employees.
- Assign employees to jobs.
- Adjust times and durations when appropriate.
- Detect schedule conflicts.
- Use filters to find information quickly.
- Open job details from the schedule view.
- Keep the operation organized from a clear and updated view within Diamond Operations Pro.