Specifying Employees as Unavailable

Use the Unavailable button to instruct the Optimizer that the selected employee is unavailable for a period. Clicking this button sends an asynchronous request to the Optimizer to load the data for the selected employee, including exception hours, and reassign or reschedule activities.

Tip: Before using the Unavailable button, you might have to create a new record (in the Employee Exception Hours view in the Employees view of the Administration - User screen) describing the time when the selected engineer is unavailable. If you do not define at least 1 exception hour for the engineer, then the Optimizer displays an error message. For more information, see Defining Hours for Employees.

To specify an employee as unavailable

1. Navigate to the Administration - Scheduling screen, then the Service Region List view.

2. Drill down on the Name field for a selected service region, and click the Employees view tab.

3. Select an employee record, and click Unavailable.