Scheduler

Scheduler

Technician Scheduling Calendar 

The scheduler is a calendar view displaying the number of open requests and open/pending problems, changes, projects, tasks, and reminders assigned to a technician for a given month. The calendar also shows the availability of the technician for a specific day in a given month.
  1. To view the Scheduler,
  2. On the home page, click the Scheduler tab.
Alternatively, you can also go to Quick Actions > Scheduler in the header.
By default, the calendar shows the number of open requests as well as all the problems, changes, projects, tasks and reminders assigned to technicians and others for that particular day, as shown below.


Schedule Calendar
  1. The schedule calendar shows the current month and year along with buttons to navigate to the previous and forthcoming months
  2. The current date is marked with a blue circle.
  3. An administrator can view all the sites along with their corresponding groups and technicians in the drop-down field.
  4. Site Admins can view only the site for which they are the administrator along with its corresponding groups and technicians.
  5. Technicians can view only their open requests, problems, changes, releases, tasks, and reminders.
  6. The number of Open Requests, Open/Pending Problems, Changes, Projects, Tasks, and Reminders marked/assigned to the technicians for a specific date in a given month can be viewed.
  7. The company holidays, weekends, and technician unavailability are marked in different colors.

Mark Leave 

It is essential to keep a track of technicians on leave so that work is not assigned to them for that particular day. To mark leave,
From the Scheduler, hover over the day on which you want to mark leave.
  1. Click .
  2. Select the unavailability type.
  3. Specify the duration when you will be available using the  icon.
  4. Mention the reason for your unavailability
  5. Click Save. The technician's holiday is indicated in the color that is assigned for Technician Unavailability.


Edit/Cancel Leave
  1. To edit the leave information, select the unavailability.
  2. Click to edit the leave details.
  3. You can also cancel a leave by clicking . For continuous holidays, the entire series gets canceled.
  4. Click Save.


Reassign Requests/Tasks/Problems/Changes
  1. The requests, tasks, problems, or changes assigned to an unavailable technician can be reassigned to other technicians.
  2. Click the requests/problems/tasks/changes on the day when a technician is unavailable.
  3. Enable the checkbox adjacent to the requests, tasks, problems, or changes you want to reassign.
  4. Click Assign and select the technician to whom the requests, tasks, problems, or changes are to be reassigned.


Add Task 

You can add, view, assign, and reassign tasks by clicking . The tasks can be added to technicians for the current day and the forthcoming days. Learn more.

View Summary 

By default, the number of open tasks, requests, problems, projects, and changes assigned to you gets listed in the calendar. You can view the details by clicking the link on a corresponding day.
A pop-up opens up, listing a summary of the details of the task/request/problem/change/project. You can view the number of similar items from the module listed on the left pane.
You can pick up tasks/requests/problems/changes to work on them by clicking Pick Up. You can also assign them to other technicians by selecting the technician from Assign drop-down. To pick up or assign the items in bulk, select the checkbox beside item on the left panel and click Pick Up/Assign.
Info
You cannot assign Projects to other technicians from the Scheduler popup. 


 

View Logged in Technicians 

You will be able to view the logged in technicians by clicking on the top of the Scheduler, you will be able to view the list of technicians currently logged into the application.

Reminders 

The logged-in technician can add or view reminders by clicking . The logged-in technician cannot view the reminders of other technicians.

Configure Delegation 

The SDAdmin and SDCo-ordinator can configure delegation for unavailable technicians from the Scheduler.
Info
Delegation can be configured only if Delegation is enabled under Setup > Automation. Learn more. 
  1. Select any upcoming unavailability.
  2. Select View Unavailability.
  3. Click to edit the leave details.
  4. Delegate the request ownership and upcoming approvals.
  5. Click Save.

 

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