How do I add a Work Schedule?

You can assign a work schedule or a shift to a resource, bucket, or group. You can also define the on-call schedule of a resource using the Calendar view.

  1. Click the hamburger icon and click Calendars.
    The calendar appears for the resources in your group or bucket.
  2. For the resource for which you want to modify the calendar, click the shift for the required date.
    The modify calendar dialog box appears for the selected resource and date.
  3. To change the work schedule or shift for the resource, update these fields:
    Name Description
    Schedule This list includes work schedules and shifts. Select the work schedule or shift that you want to apply to the resource.

    Select Default schedule, to set the default schedule for the resource. Default schedule is the working time configured for the whole organization, division, or for a particular geographic region. In other words, a default schedule is the working time added at the Organization unit or Bucket level, which is inherited by the child resources.

    A default schedule is displayed with a darker color on the calendar, and an individual schedule is displayed with a lighter color.

    End date The date on which the new work schedule or shift ends. Click No date specified to apply it for an indefinite time.
    Comment Enter any comments that you wish to provide, for example, the reason for changing the schedule.
  4. To add the details of on-call for the resource, click On-Call and update these fields:
    Name Description
    On-Call Schedule The field that specifies that the resource is on call. When you select an on-call shift, the on-call color coded icon that is attached to the shift appears. When you add this shift to a resource, this icon is displayed on the Dispatch Console, Manage, Calendar, and Resource Calendar pages, and on the resource avatar. Select On-Call. An On-Call shift shows the resources that are available to be contacted outside a regular working shift with the on-call icon. If you have not activated an On-Call shift, it is not suitable for activity assignment - either manually or in routing optimization, and is not used in capacity calculations. However, when you activate an on-call shift, activities can be assigned to the resource. If both regular and on-call shifts are assigned to a resource for a day, then the shift is automatically calculated based on these rules:
    • If the route is activated during the regular shift period, then the regular shift is activated.
    • If the route is activated outside of the regular shift period, then the shift with the closest start time is activated.
    End Date Select the date on which you want to end the new working time. Click No date specified to apply it for an indefinite time.
    Repeat Select the frequency (Daily, Weekly, Yearly) at the new working time must be repeated. Enter the number of days or select the day of the week on which you want the new working time to be repeated. If you have selected Yearly, select the end date for the recurrence of the new working time. The end date of the new schedule is displayed below the field.
  5. Click Submit.