Conflict Detection
DrillerDB checks for double-booking when you put a person or a vehicle on a crew in the Teams view. It also flags jobs that are running late or about to start on the Board and Gantt views. This page covers both.
DrillerDB does not block a booking outright. It asks you first, and you decide.
Quick Start: Handle a Crew Conflict
- Open Scheduling and click Teams
- Pick the date you are planning for
- Add a person or a vehicle to a crew
- If DrillerDB finds a problem, a box opens and explains it
- Choose one of the buttons in the box
What DrillerDB Checks
When you add a person or vehicle to a crew for a date, DrillerDB looks at three things:
| Check | Box you see | Your choices |
|---|---|---|
| Already on another crew that day | Already scheduled that day | Move to [crew], Add to both (people only), or Cancel |
| Approved time off that covers the date | On time off that day | Add anyway or Cancel |
| A vehicle with planned maintenance that day | Planned maintenance that day | Assign anyway or Cancel |
If the time off is still pending, DrillerDB adds the person and shows a note: "Added anyway; check before dispatching."
Read the box before you click. It names the other crew, the date, and the time off or maintenance involved.
Step-by-Step: Resolve a Crew Double-Booking
- Read the Already scheduled that day box. It names the crew the person or vehicle is already on
- Click Move to [crew] to take them off the other crew and put them on this one
- Or, for a person who should work both crews, click Add to both
- Or click Cancel and pick someone else
- Check the other crew's card afterward to make sure it still has enough people
Step-by-Step: Handle Time Off or Maintenance
- Read the box. It says who is out, or which service is planned, and on what date
- Click Cancel to leave things as they were and choose someone else
- Or click Add anyway (people) or Assign anyway (vehicles) if you have a plan, such as moving the service
Late and At-Risk Jobs
DrillerDB also marks jobs whose timing needs attention:
| Mark | Meaning |
|---|---|
| AT RISK | The job is due within two days |
| DELAYED | The job's scheduled time has passed and it is not complete |
These marks show on job rows in the Board view. A banner above the cards counts the highlighted jobs and reads "Review the highlighted rows below." Click the count to jump to the first one.
Time Off on the Schedule
Time off shows on the schedule so you can plan around it:
- Board: the members line on a crew card marks anyone out in the next two weeks, and each job row says who on the crew is out during the job
- Gantt: a crew's or driller's lane is shaded on the days someone in it is out. Pending requests are hatched
- Calendar: time off appears as its own event
What DrillerDB Does Not Check
Dragging a job to a new date or crew on the Calendar, Gantt, or Board does not run a double-booking check. Review these yourself:
| Check | Look For |
|---|---|
| Travel time | Distant jobs back to back. The Board shows the distance from the previous job |
| Workload balance | A crew with far more work than the others |
| Skill matching | A certified crew for the job type |
| Customer commitments | Promised dates |
The Calendar and Gantt do not stop you from scheduling outside working hours either.
Best Practices for Conflict Prevention
| Practice | Benefit |
|---|---|
| Plan crews in the Teams view for the date you are scheduling | The double-booking check runs there |
| Weekly schedule review | Catch issues early |
| Daily morning check | Confirm the day's work |
| Track actual vs estimated hours | Improve future estimates |
Schedule a weekly 15-minute planning session to review upcoming work and address potential conflicts before they become problems.
Troubleshooting
I was not warned about a double-booking
- The check runs when you add a person or vehicle to a crew in the Teams view. It does not run when you drag a job
- Check the date. The check looks at the date shown in the Teams view
A person shows on two crews
- Someone clicked Add to both. Remove them from the crew that should not have them
A vehicle will not stay on a crew
- Look for planned maintenance on that date
Related Topics
- Calendar View - Reschedule by drag and drop
- Gantt View - Timeline view
- Drag and Drop - Moving projects
- Assigning Crews - Team assignments
- Teams View - Team capacity