On hold logic – When a new job is created
Understand how the on hold logic works when creating a new job
Client Management
Client Management
On hold logic – On Hold Start Date
Understand how the planned on hold start date field effects the on hold logic
Client Management
On hold logic – Planned return date
Understand how the planned return date field affects the on hold logic
Client Management
Overview of the on hold logic for Lumary
Temporarily pause services for a client when they are unavailable for a period
User Access
Giving users access to manage demand templates
Important: To ensure a seamless access to the console, please follow below steps to enable the specific users or group
User Access
Giving users access to manage capacity reports
Important: To ensure a seamless access to the console, please follow below steps to enable the specific users or group
Rostering & Service Planning
Read and interpret a capacity report
Learn how to use the capacity report for assessing the resourcing demand for a location
Consoles/ Interfaces
Overview of the Capacity Report
Real-time visibility of scheduled hours versus demand for a specific location over a week
Rostering & Service Planning
Edit a Detail Demand Template
Edit the resourcing demand for a given location used for capacity planning