Scheduler   

Scheduler is a monthly calendar view displaying the unavailability of technicians and the number of open requests and open/pending problems, changes, projects, tasks, and reminders assigned to them at any given time. 

Accessing Scheduler 

You can access the scheduler from the Home page by clicking the Scheduler tab. 

Alternatively, you can go to Quick Actions  in the header and select Scheduler.

Scheduler Elements 

• The Scheduler shows the current month along with buttons to navigate to the previous and upcoming months.
• The current date will be circled in blue.
• Number of requests, problems, changes, projects, tasks, and reminders pending with technicians will be linked to their corresponding due by dates. 
• To view specific schedules, select the site, technician, and support group from the respective drop-downs on the top.   
• The company holidays, weekends, and technician unavailability are marked on the corresponding days as per the color codes below the scheduler, as shown:

Scheduler Operations

Using Scheduler, you can perform the following actions:  

• Mark, edit, and cancel unavailability
• Configure delegation
• Add task
• View summary of open tasks/requests/problems/changes/projects
• View online technicians
• Add or view reminders

Mark Unavailability 

Mark unavailability on the Scheduler to:

• Keep track of technicians on leave
• Avoid assigning work to unavailable technicians/groups
• Delegate tasks to other available technicians/groups

You can mark the technician unavailability for any day in the Scheduler. To do that,

• Go to Scheduler.
• Select the site and technician from the drop-downs at the top of the Scheduler. Use the Select Groups drop-down to filter out technicians by group.
• Hover over the day you want to mark. 
• Click the Mark Unavailability icon .
• 
  
   

• In the Mark Unavailability form, 
  • The technician or support group name and the date will be displayed on top.
  • Enter the following details:

*Mandatory fields         

• After you enter the details, click Save. 

You can also add multiple unavailability types in the same form. To do that, 

• Click + New Unavailability on the left pane.
   

You can configure a technician's unavailability for different days from the same form. 

• Select a new unavailability type.  
• Fill out the required details and click Save. 

All the marked unavailability types will be listed on the left pane, as shown:

 View Unavailability 

You can view the unavailability marked for technicians/groups on a particular day in the Scheduler.

1. Go to Scheduler. 
2. Select the site and technician from the drop-downs at the top of the Scheduler. Use the Select Groups drop-down to filter out technicians by group.
3. Hover over the unavailability link on the date you want. 

You should now see a pop-up, displaying all the unavailability types and their duration as shown:

Click the link to view all details, edit or cancel unavailability.

Edit  Unavailability 

To edit the unavailability, 

• Go to Scheduler.
• Select the site and technician from the drop-downs at the top of the Scheduler. 
• Click the unavailability link on the date you want.
  
   

Click the edit icon  at the top of the Mark Unavailability pop-up.

• Edit the required information and click Save. 
  
  Cancel Unavailability 

• To cancel the unavailability, 

• Go to Scheduler.
• Select the site and technician from the drop-downs at the top of the Scheduler. 
• Click the unavailability link on the date you want. 
• Click the delete icon  at the top-right of the Mark Unavailability pop-up. 
  
  
  
• Click Yes to cancel.  
  
   

Add Tasks

You can add, view, assign, and reassign tasks via Scheduler. To do that, 

• Go to Scheduler.
• Select the site and technician from the drop-downs at the top of the Scheduler. Use the Select Groups drop-down to filter out technicians by group.
• Hover over the date you want. 
• Click the task icon .
• .In the Add Task form, enter the required details. 
  
  
  *Mandatory fields

• After you fill out the details, click Save.

  You can add tasks to technicians only for the current day and beyond.  

  For more information, refer to Add Tasks.

  View Summary of Tasks/Requests/Problems/Changes/Projects   

  By default, the number of requests, tasks, problems, projects, and changes pending with technicians will be linked to their due by dates in the Scheduler. 
  
  

• Select the site, technician/group you want to view from the drop-downs at the top of the Scheduler. 
• Click the link on the date you want.
• You should now see a slider displaying the list of pending items on the left pane and the details of the first item.
  
  
   

  Pick Up and Assign Items 

  You can pick up the task/request/problem/change you currently view on the slider or assign it to other technicians. To do that, click Pick Up or Assign on the toolbar accordingly.
  
  
  
  To pick up or assign a different item or multiple items,

• Go to the left pane on the slider.
• Select the checkbox beside the item.

• Click Pick Up or Assign (marked on the left) as needed.
  
  
  
   

  You cannot assign Projects to other technicians.   

  View Online Technicians   

  In Scheduler, you can view and search for technicians who are currently logged in. 

  To do that, click the   icon beside the Site drop-down on the top. 
  
  
  
  
   

  Reminders (Online Technicians only)

  You can set reminders for high-priority items via Scheduler. 

  To do that,

• Go to Scheduler.
• Hover over the date you want. 
• Click the Add Reminder icon .
  
  
  
   
• In the Add Reminder pop-up, 
  • Describe the reason for the reminder.
  • Set the date and time for the reminder.
  • Choose a duration to receive emails regarding the set reminder.

Click Save.




The set reminder will be linked to the corresponding day in the Scheduler as shown: