Assign a Schedule to a Resource

The supervisor can update a resource’s calendar and the changes are visible with immediate effect.

However, the supervisor is notified about the resource’s task allotment status when the calendar is updated. You can access and update the resource’s calendar from these locations.

• Calendar icon present on the Home page (if configured on the layout)

• Calendar icon present in the hamburger menu (if added on the Main menu context layout)

• From the Resource Info page, using the Resource Calendar option (if added on the Resource/User Info layout)

Assigning a Schedule

You can assign a schedule that exists in the application to a resource.

1. From the Resource Calendar, select a date for which you want to assign a schedule.
2. From the Schedule drop-down list, select the Schedule that you want to assign to the resource.
3. From the Calendar option, select the date on which you want to end the new schedule.
   Note: If you don't specify any end date, the schedule is considered as indefinite.
4. Click Submit. The new schedule is applied to the resource.
   
   
   

What to do next

Non-Working Time Option

You can schedule an activity under the Non-Working Time category, if a mobile worker needs a day off, because of reasons such as vacation or illness. However, you cannot apply non-working time if the mobile worker has activities other than repeating, shift, or mass type activities assigned for the day. A warning message appears on the dialog box, and if you click Confirm, then the non-working time is applied regardless of the resource’s schedule.