Reference
Glossary
The core Dime.Scheduler vocabulary in one place. These terms are used consistently across the documentation.
- Action URI
- A dynamic link, populated with fields from a task, job or appointment, that opens an external system in one click.
- API key
- A credential that authenticates calls to the Dime.Scheduler API. The preferred way to integrate over the deprecated JWT flow.
- Appointment
- A task scheduled to a resource for a specific period - the scheduled instance you see on the planning board.
- Appointment template
- A set of extra fields added to the appointment card, scoped to source types, so planners can capture data beyond the defaults.
- Assignment
- The link between an appointment and a resource. An appointment can carry several assignments when more than one resource works on it.
- Bidirectional synchronization
- Two-way data flow between Dime.Scheduler and a back-office system: work comes in, scheduling decisions go back out.
- Capacity
- The amount of working time a resource has available in a given period, used to spot over- and under-planning.
- Category
- A visual indicator (a color) applied to appointments to classify or label them.
- Connector
- An integration that links Dime.Scheduler to a back-office system, routing data in and scheduling decisions back out.
- Container
- A grouping mechanism that bundles related tasks or appointments so planners can move and manage them together.
- Data-driven security
- Restricting which records a user can see based on the data itself - for example a region or business unit - rather than on their role.
- Field template
- A rule that composes an appointment subject and body from job and task fields, so the text reads the way planners want.
- Filter group
- A configurable set of fields used to filter resources and tasks on the planning board.
- Filter value
- A single value inside a filter group, used as a qualification on a resource or a requirement on a task.
- Gantt chart
- A timeline view for long-term project planning, showing tasks, durations, dependencies and milestones.
- Geocoding
- Converting an address into map coordinates so a job or resource can be placed on the map and used for routing.
- GPS tracking
- Live location tracking of mobile resources, shown on the map so planners can dispatch the nearest available person.
- Indicator
- Collective term for the visual signals - categories and time markers - that identify and label appointments.
- Job
- A high-level container, comparable to a project, that bundles related tasks together with common information such as customer, billing, and address.
- Layout
- A saved arrangement of the planning board - visible resources, columns, and settings - that can be reused.
- Mobile app
- The companion app for field workers to see their schedule, update appointments and share GPS location from the field.
- Open task
- A task that has not been scheduled yet. It waits in the open task list to be placed on the planning board.
- Planned task
- An appointment together with the resources assigned to it - the full picture of what will be done, by whom, and when.
- Planning board
- The main graphical scheduling surface where dispatchers drag tasks onto resources across a timeline.
- Profile
- A saved snapshot of a user’s planning board configuration, including the chosen layout and view options.
- Recurring appointment
- An appointment that repeats on a schedule - weekly, monthly - that you manage as one series instead of re-creating it each time.
- Resource
- An entity that can carry out work - a person, vehicle, tool, or room - that you schedule on the planning board.
- Resource type
- A logical grouping of resources, such as "excavator" or "consultant", used to organize and filter them on the planning board.
- Route sequence
- An ordered list of a resource's appointments for a day, optimized by location so travel between jobs is minimized.
- Source app
- An identifier Dime.Scheduler attaches to data so it can route a change back to the correct back-office system.
- Source type
- An identifier that, together with the source app, tells Dime.Scheduler which back-office table a record belongs to.
- Task
- A unit of work that belongs to a job. It appears in the open task list until it is scheduled to a resource.
- Time marker
- A visual indicator on an appointment, separate from its category, used to flag a status or condition at a point in time.
- User action
- A single protected capability, such as 'edit appointment', that a role can grant. The building block of role-based access control.
- User group
- A container that coalesces users so security, profiles and layouts can be managed and shared for the whole group at once.
- User role
- A named bundle of user actions assigned to users and user groups. Permissions flow through roles, never directly to a user.