Siebel Field Service Guide > Scheduling and Dispatch > Schedule Components >

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 the Administration - Service screen > Schedules view.
2. Add a record and complete the fields as appropriate.
3. Click the Schedule Hours view tab.
4. Add a record and complete the fields as appropriate.

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

   For more information about the rules for setting schedule shifts, see the All Exceptions View.

   Repeat Step 2 through Step 4 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 the Administration - Service screen > Schedules view.
2. Drill down on the Name field for a selected schedule and click the All Exceptions view tab.
3. Add a record and complete the fields as appropriate.
4. Click the Exception Hours view tab.
5. Add a record and complete the fields as appropriate.

   NOTE:  Extended Overtime hours must be preceded by Overtime hours.

You can also use exception hours to block the scheduled time slot for the owner of an activity in order to allow another employee to schedule the same time slot. To do so, navigate to the Administration - User screen > Employees view > Employee Exception Hours subview.

NOTE:  This feature does not work when you reload the service region.

To associate a schedule with an employee

1. Navigate to the Administration - User screen > Employees view.
2. Drill down on the Last Name field for a selected employee and click the More Info view tab.
3. In the Schedule field, select a schedule.

To define exception hours for an employee

1. Navigate to the Administration - User screen > Employees view.
2. Drill down on the Last Name field for a selected employee and click the Employee Exception Hours view tab.
3. Add a record and complete the fields as appropriate.

To associate a schedule with a service region

1. Navigate to the Administration - Scheduling screen > Service Regions List view.
2. Select a service region record and in the Schedule field, select a schedule.