Schedule Field Service

The JW Scheduler Field Service scheduler is designed to help the Service Overseer schedule the congregation Field Service arrangements.

To access the Field Service scheduler, click Schedule > Field Service

JW Scheduler Field Service Scheduler Menu

Schedule Field Service Meetings

  1. Select the Week you want to schedule
  2. Select the desired Day and Time of Day from the bottom schedule view
    • E.G. Tuesday – Early Morning
  3. Under Field Service Meeting, set the Time
  4. Select the Location
    • Note: To add or edit locations, including Zoom meetings, see How to Add or Edit Locations below.
    • Note: Only the Location Name will show on the schedule, but the address can be optionally included when printing.
  5. Selet the Conductor
    • Note: Any member who has Assign – Conduct Field Service Groups ticked and is not Away is shown in this list.
  6. Set any optional Other notes or instructions, e.g. the Map number, material to cover, etc.
  • Note: On the weekend, you may choose to tick Group Arrangements instead. This means use the Group Arrangements for that time. Please see How to Organize Field Service Groups for more information.
  • Note: If you usually have a Field Service Meeting at a particular time, but this week don’t, you can tick No Arrangements to emphasise that there are no arrangements this week at that time. However it is usually best to not tick No Arrangements and just leave the space blank. Empty spaces will not display on the Field Service Schedule, but No Arrangements will.
JW Scheduler Field Service Scheduler

Save or Load a Week Template

Since Field Service Schedules don’t change very often, you can save a Weekly Field Service as a Template and re-use this Template on other weeks.

How to Save a New Template

  1. Create a new Field Service schedule with all required Field Service Meetings.
    • Note: See instructions above in How to Schedule Field Service Meetings
  2. Under Save as New Template, enter a name for the template.
  3. Click Save
    • Note: You can now Load this Template onto any week.

How to Load a Template

  1. Select the desired Week.
  2. Under Week Template, select the desired Template.
  3. Click Load
    • Note: All existing Field Service meetings for that week will be overwritten.

How to Edit an existing Template

  1. First Load the Template
  2. Make any necessary  changes.
  3. Save the template with either the same or a different name.

How to Delete a Template

  1. Under Week Template, select the Template to delete
  2. Click Delete
    • Note: Deleting a Template will not affect the Field Service schedule nor delete any Field Service Meetings.

Create or Delete a Location

Field Service Locations often stay the same, so you can create Locations and re-use these in your Field Service schedule.

How to Create a New Location

  1. Under Locations, click New.
  2. Set the Name of the Location.
  3. Optionally set the Address.
    • Note: If you don’t set an address, no address will be shown. If you do set an address, you can choose not to display on the schedule.
  4. This new Location can now be used for Field Service Meetings.

How to Edit an existing Location

  1. Under Locations, select the desired Location.
  2. Make any necessary  changes.
  3. The location information is automatically saved.

How to Delete a Location

  1. Under Locations, select the desired Location.
  2. Click Delete.
    • Note: Any existing Field Service Meetings using this location will now have a blank location.

Schedule Zoom Field Service Meetings

The JW Scheduler Field Service scheduler has been designed to be as flexible as possible. To schedule Zoom field service meetings, there are several options:

Option 1

  1. Under Locations, click New.
  2. Set the Name to Zoom.
  3. When creating a new Field Service Meeting, set the Location to Zoom and set the Other to the ID and Password of the Zoom meeting.
JW Scheduler Field Service Zoom Option 1 - 2
JW Scheduler Field Service Zoom Option 1 - 1

Option 2

  1. Under Locations, create a new location called Zoom ID: <ID NUMBER>
  2. Set the Address to the Zoom Password.
  3. When creating a new Field Service Meeting, set the Location to the Zoom ID <ID NUMBER>
    JW Scheduler Field Service Zoom Option 2 - 1
    JW Scheduler Field Service Zoom Option 2 - 2

    Option 3

    1. Under Locations, create a new location called Zoom <NAME>
    2. Set the Address to the Zoom ID and Password.
    3. When creating a new Field Service Meeting, set the Location to the Zoom ID <NAME>
    JW Scheduler Field Service Zoom Option 3 - 1
    JW Scheduler Field Service Zoom Option 3 - 2

    Schedule Group Arrangements

    Please see How to Organize Field Service Groups

    Additional Help

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