Technician Availability Chart
Technician Availability Chart is a matrix view displaying the list of technicians along with their unavailability and open requests assigned to them on any day of a month.
You can also mark, edit, or cancel technician unavailability for a specific day in the chart, like Scheduler.
Role required: SDAdmin, SDSiteAdmin, and SDCo-ordinator
SDAdmin can view and edit schedules of technicians and support groups across all sites.
SDSiteAdmin and SDCo-ordinator can view and edit unavailability of technicians associated to their sites.
By default, other technicians will not have access to the Technician Availability Chart.
Accessing Technician Availability Chart
You can access the Technician Availability Chart from the Home page by clicking the Tech Availability Chart tab.
Alternatively, you can go to Quick Actions 
in the header and select Tech Availability Chart.
Technician Availability Chart Elements
- The Tech Availability Chart shows the current month along with buttons to navigate to the previous and upcoming months.
- The current date column will be marked with a blue border.
- To view specific schedules, select the site, technician, and support group from the respective drop-downs on the top.
- The number of requests pending with technicians is numbered on their corresponding due by dates.
- The company holidays, weekends, and unavailability types are marked on the corresponding days as per the color codes below the chart, as shown:
Technician Availability Chart Operations
Using the Tech Availability Chart, you can perform the following actions:
Mark Unavailability and Configure Delegations
You can mark the technician unavailability for any day on the Tech Availability Chart. To do that,
- Go to Home > Tech Availability Chart.
- Select the month.
- Go to the required technician's row in the chart.
You can filter out the required site, technician from the drop-downs at the top of the Tech Availability Chart. Use the Select Groups drop-down to filter out technicians by group.
- Click the date you want to mark.
- In the Mark Unavailability form, enter the following details:
- Unavailability Type*: Select the unavailability type.
- Duration*: Select the duration of technician unavailability.
- Reason: Describe the reason for unavailability.
- Configure delegation of requests and approvals pending with the unavailable technician. For more information, refer to Scheduler.
*Mandatory fields
The delegation fields will be displayed only when:
- Delegation is enabled in the Setup.
- Marking unavailability for current and upcoming days.
- You can also add multiple unavailability in the same form. To do that, click + New Unavailability on the left pane.
- You can mark a technician's unavailability for different days from the same form.
View the marked unavailability
On the Tech Availability Chart, the unavailability is marked on the corresponding days with colored blocks.
The Leave and Non-leave categories are marked with pink and yellow blocks, respectively.
The specific types are highlighted with a colored line below the block as per the color codes configured in the Unavailability Type setup.
Click the colored blocks on the corresponding date you want to view the marked unavailability details.
To understand color codes configuration, refer to Unavailability Types.
Edit Unavailability
To edit unavailability via Tech Availability Chart,
- Click the marked unavailability on the date you want to edit or cancel.
- Click the edit icon
on the top of the Mark Unavailability pop-up.
- Edit the necessary details.
- Click Save.
Cancel Unavailability
To cancel unavailability via Tech Availability Chart,
- Click the marked unavailability on the date you want to edit or cancel.
- Click the delete icon
on the top of the Mark Unavailability pop-up.
- Click Yes to cancel.
Canceling unavailability for any day within a leave period removes the entire unavailability for that period.
The canceled unavailability cannot be restored.
View, pick up, and assign requests
• On the Tech Availability Chart, the number of requests pending with technicians is marked on their corresponding due by dates.
- Click the number on the required technician's row.
- Click View Details.
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 from the same page,
- Go to the left pane of the slider.
- Select the checkbox beside the item.
- Click Pick Up or Assign (marked on the left) as needed.
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.
