Configuring ClickSchedule Web Client

Under this page, you can learn about the options available in the ClickSchedule Web Client and how to configure them.

The ClickSchedule web client enables a user such as a dispatcher to access ClickSchedule services via the Internet. A user can access the client in a web browser.

You can run the out-of-the-box web client, or you can configure a large number of options. The basic configuration options are described in Administrating Service Optimization.

This section documents some advanced configuration options, beyond those described in Administrating the ClickSchedule Web Client.

ClickSoftware Workspace Configuration

The ClickSchedule web client is hosted in ClickSoftware Workspace, which is documented in Configuring ClickPlatform. You can use the generic ClickSoftware Workspace features to configure many aspects of the ClickSchedule web client.

Creating and Editing Administrative Settings

Before you can use the web client, you must create an administrative setting. To edit some of the options in the administrative setting, you must use an XML editor.

For instructions, see ClickSoftware Workspace Configuration Techniques.

Views that Display Business Objects

You can configure new views that display any business object in ClickSoftware Workspace. By clicking a button, users can switch between views that belong to the ClickSchedule web client and the user-defined views.

For more information, see ClickSoftware Workspace Views.

Forms that Display Properties of a Business Object

To edit the ClickSchedule web client forms, such as the TaskAssignment form or the Engineer form, you must use the ClickSoftware Workspace Web Form Editor.

For more information, see ClickSoftware Workspace Forms.


The ClickSchedule web client is subject to the following limitations:

Time-phased skills

Scheduling logic is supported, but the user cannot view or edit the time phasing in the web client.

Engineer time zone settingThe value of the setting Central Settings/Parameters/Time Zones/Identifiers/EngineerTimeZone must be an engineer property, not a sub-property. For example, the value can be District but not Locations.District.
Engineer efficiency

Scheduling logic is supported, but the user cannot view the effect on the assignment duration in the web client.

Large dictionariesWhen a user selects a dictionary value from a long list, the list display might be slow. For example, if a user selects a task type from a dictionary containing 10,000 types, the list might take a few seconds to display.
Loading limitationsThe client can load up to 1000 navigation nodes concurrently. The Gantt chart can load up to 2000 objects. To improve performance, an administrator can limit the number of loaded objects (see Administrating Service Optimization).
In this section:

Configuring the Map and Alerts Panels

This page explains how to configure the maps and alerts.

Configuring the Legend Panel

This page explains how to configure the Legend panel.

Specific Settings of Actions

This page explains how to edit the Specific Settings.

Configuring the Engagement History Panel

This page explains how to set up the Customer Engagement Module (CEM), and describes how to add the Engagement History panel to the Task or Task Assignment form.