How do I add a work zone to a resource?

Work zones define the regional areas in which resources are allowed to work. You can add a work zone that the resource uses only on weekdays, a work zone only for weekends, or a temporary work zone which is assigned for a short period. When you add a work zone to a resource, any work zone shape or custom map layer that's added to the work zone is displayed on the map. Work zone shapes and custom map layers help you visualize your work area better.

If you don't assign a work zone either to a resource or to any of its parents, the application considers that the resource has no work zones and is thus incompatible with all activities.

  1. Open the Resource Info page for a resource.
    When a resource doesn't have any work zones assigned directly, but inherits work zones from one of its parent entities, then the message, "Applied from <bucket_name>" appears on the Work Zones tile, where <bucket_name> is the parent resource. When a resource has been assigned with several work zones, then the Map isn't shown on the tile. Instead, a list of up to 10 assigned work zones appears.
  2. Click the title of the Work Zones tile.
    When resources have work zones added but shapes aren't populated, or no work zones are added either for the resource AND all its parents, then the map on the Resource Work Zones page doesn't display. Only the list of work zones is displayed in full-screen mode. After you add new work zones that have shapes, the page is refreshed and the map is displayed. When a resource doesn't have any directly-assigned work zones, then a search field is displayed and the message, "No work zones are added for the resource. Work zones are applied from <bucket_name>" is displayed where <bucket_name> is the parent resource.
  3. On the Resource Work Zones page, click Add.
    The Add Work Zones dialog box appears.
  4. Complete these fields:
    Field Description
    Work zone

    Select one or more work zones from the drop-down list. The list includes Work Zones that aren't related to any Organization, Work Zones that are configured for the Organization the current resource belongs to, all active Work Zones (when no Organization is configured for the current resource), default Work Zones, and other Work Zones.

    The Default Work Zones section contains active work zones that are added to the resource's bucket or organization unit. When the bucket or organization unit isn't assigned to a work zone, then the work zones of its parent are considered.

    The Other Work Zones section contains other active work zones that aren't considered as default.

    Ratio Type a value between 1 and 100. A higher number increases the likelihood that this resource is assigned activities in this work zone. If this is a work zone the resource works in daily, or if it's a preferred zone for the resource, enter a higher number. If this resource works in this work zone occasionally or only by exception, enter a lower number. You can assign multiple work zones with different ratios to one resource.
    Temporary Select this check box to assign a temporary work zone for a specified period of time.
    Start date Enter the date that this work zone assignment starts.
    End date [Optional] If this is a temporary assignment, enter the date that this work zone assignment ends.
    Recurrence Set the schedule for the work zone if the resource is alternating between work zone assignments. Resources can cover different work zones on different days of the week. Use this feature to change a resource’s work area on certain days of the week. Select the frequency of recurrence and the days on which to recur.
    Days between occurrences Enter the number of days after which the assignment repeats. If you've selected Repeat Weekly in the earlier field, select the days of the week on which the assignment repeats.
  5. Click Submit.
    The work zone is added to the resource. If any work zone shapes are added to this work zone, they're displayed on the map.