View and manage availability in the resource calendar
Create and manage your own availability as a resource inside the resource calendar

Work (that is, single booking jobs, group event jobs, shifts), activities, and availability/Unavailability can be managed directly from the Resource Calendar.

When selecting a time block in the future, you have the option to add a work, activity, or availability item. Access is controlled via a custom setting. Select Cancel to hide the options and return to the console.

16_Resource_Roster_Console___Salesforce.png

Adding an Availability

Click Add Availability to open the Create Availability modal.

17_Resource_Roster_Console___Salesforce.png

Fig: Create Availability modal

  • The Repeat? function enables a recurring pattern of availability that can be created on a weekly or fortnightly pattern. This can be repeated for a number of periods, and any global holidays can be skipped.
19_Resource_Roster_Console___Salesforce.png

Create Availability > All Day option

When the availability record is saved, the new availability is shown on screen.

Viewing an Availability

Hover over the availability record to display a summary of the availability.

20_Screen_Shot_2020-04-20_at_7_37_52_am_copy.png

View Availability example

Updating an Availability

Right-click an existing availability record to display availability record options.

21_Resource_Roster_Console___Salesforce.png

Availability options

  • Edit Availability – Select to edit an availability record’s details.
  • Delete Availability – Select to delete the availability record.
  • Cancel – Select to cancel the display of the options.

When Editing or Deleting an Availability and it’s part of a recurrence there will be the ability to define what in the series you wish to delete

Edit Availability Confirmation with Recurring Series

When deleting an availability, a Delete Availability? modal is displayed to confirm that the activity record is to be deleted. Once deleted, the availability record cannot be retrieved.

22_Resource_Roster_Console___Salesforce.png

Delete Availability Confirmation

Scroll to Top