Siebel Field Service Guide > Scheduling and Dispatch > Schedules >

Defining Schedules

Use the following procedures to define schedules, working days, and working hours. For each schedule, you set schedule hours, which define the hours of availability (days of week, hours per day, and holidays) for service-providing entities (employees, partners, or business units). Exception hours are specific days or hours in a schedule for working (for example, Saturday morning in an 12xM-F schedule) or not working (for example, a midweek holiday in a 12xM-F schedule).

To create a schedule and set schedule hours

  1. Navigate to Site Map > Service Administration > Schedules.
  2. Create a new schedule record by performing the following steps:
    1. In the All Schedules list, add a new record.
    2. In the More Info form, enter a name for the schedule.
    3. In the Exception Name field, select the name of the exceptions record, if any, that applies to this schedule.
  3. Create a schedule hours record by performing the following steps:
    1. Click the Schedule Hours view tab.
    2. In the Schedule Hours list, add a new record.
    3. Enter values for the required fields: Start Day, Start Time, and End Time.
    4. Select the Shift Start Flag if the time period described in the record defines the beginning of a work shift.
    5. In the Type field, select a value.

      6. NOTE:  An Extended Overtime period must be preceded by an Overtime period.

      For rules on setting schedule shifts, see the All Exceptions View.

      Repeat Step 2 and Step 3 for each day of the week on which you want to provide support in this schedule.

NOTE:  Schedule hour records can reflect different time periods on the same day of the week. However, only one of these records can contain the start of a shift.

To add exceptions and exception hours to a schedule

  1. Navigate to Site Map > Service Administration > Schedules.
  2. Click the All Exceptions view tab.
  3. Create an exception record by performing the following steps:
    1. In the All Exceptions form, add a new record.
    2. Enter the name of the exception.

      3. This usually represents a set of exceptions; for example, U.S. holidays.

  4. Create an exception hours record by performing the following steps:
    1. Click the Exception Hours view tab.
    2. In the Exception Hours list, add a new record.
    3. Enter values for the required fields: Name, Start Date, and End Date.
    4. If the Exceptions Hours record defines a working period, select the Working check box.
    5. If the exception hours are working hours, in the Type field, select a billing type for these hours: Normal, Overtime, or Extended Overtime.

      6. NOTE:  In defining schedule hours, Extended Overtime hours must be preceded by Overtime hours.

To associate a schedule with an employee

  1. Navigate to Site Map > User Administration > Employees.
  2. Select an employee record.
  3. In the More Info form, click the show more button to show more fields.
  4. In the Schedule field, select a schedule.

To define exception hours for an employee

  1. Navigate to Site Map > User Administration > Employees.
  2. Select the employee for whom you want to define exception hours.
  3. Click the Employee Exception Hours view tab.
  4. In the Employee Exception Hours list, add a new record.
  5. Complete the fields, as needed.

To associate a schedule with a service region

  1. Navigate to Site Map > Scheduling Administration > Service Regions.
  2. Select a service region record.
  3. In the More Info tab, in the Schedule field, select a schedule.

 Siebel Field Service Guide 
 Published: 21 April 2003