Resource Calendar
- Aliena Somers
Pathway: Operations > Resource Scheduling > Resource Calendar
Resource Calendar provides a high-level view of worker availability/capability, route statuses and availability conflicts for workers across all routes. In addition, this tool also includes functionality to edit route records and access the Worker Calendar to add availability exceptions as needed. Information displayed in the Resource Calendar is gathered from Worker Availability and Capability, Worker Calendar and Dispatch tools. Review the Logic section below for critical setup requirements before using the tool.
Logic
Permissions
Permission 440 (Resource Scheduling) is required to view and edit the Resource Calendar screen.
Workers must be assigned ONE of the following permissions to display on the Resource Calendar screen:
Driver = permission 305
Helper = permission 328
Crew Member / Laborer / Technician = permission 313
Only assign the permission that best applies to the worker's role to their user account. Assigning all permissions will affect filtering functionality for the ‘Work Assignment Type’ filter.
Prerequisites
Worker Availability must be added in the Worker Availability and Capability tool for each worker.
Filters
Use any of the filtering options provided to limit what displays on the screen. Filters apply to both the Worker grid and Truck grid.
Filter | Description |
|---|---|
Worker Assignment Type | Use the Work Assignment Type filter to filter the screen to a specific worker type. Options include:
Correct permission setup for workers is critical for filter functionality. Refer to the Logic section above for additional information. |
Division | Filters to only display workers of the selected Division. |
Line Of Business | Filters to only display workers of the selected Line of Business. |
Week | Provides the ability to navigate and view past and future weeks. By default, the current week is displayed. |
Understanding the Worker Grid
Item | Description |
|---|---|
Worker | Workers display vertically along the left side of the screen along with their worker assignment and their servicing capabilities. Availability is columned by day of week beginning with Sunday and ending with Saturday. |
Access the Worker Calendar | Select the worker’s name to open the Worker Calendar. Add an Availability Exception by right-clicking on the day the exception applies and selecting ‘Add Availability Exception.’ |
Available vs Not Available | Worker availability is indicated using white and gray cell colors. Days a worker is available display white and include the time frame the worker is available to be scheduled within. Cells for days a worker is not available display gray. |
Route Information | Route information displays for the worker on the day the route is scheduled. A red exclamation mark displays by the route if the route is assigned to a worker on a day they are not available or have an availability exception. Select the route to open the Edit Route Record and assign the route to another available resource. |
Color Legend |
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Re-assign Drivers and Helpers | Click the route to open the Edit Route Record popup editor to reassign resources. Save when finished. |
Worker Availability Exceptions |
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