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 of users.

All steps below must be completed.

Check Tab Access

  • Access to the Capacity Report tab is required, enable this in a permission set or permission set group currently assigned to the user(s) you wish to grant access to.
  • For example:
    • Edit Skedulo Healthcare Scheduler New permission set
    • Go to Object Settings
    • Open Capacity Report Tab Settings, then edit and check on the Visible option.
    • Save the change.

Fig: Capacity Report tab settings

  • Do the same steps to switch on the tab access in case you wish to update another permission set.

Check VisualForce Page Access

  • Access to the new Visualforce Page associated with the console is required. Enable this in a permission set or permission set group currently assigned to the user(s) you wish to grant access to.
  • For example:
    • Edit Skedulo Healthcare Scheduler New permission set
    • Go to Visualforce Page Access
    • Edit then find a page named skedhcp.skedROCReport, add it to the list on the right.
    • Save the change.

Fig:  Capacity Report VF page access

  • Do the same steps to enable the Visualforce Page access in case you wish to update another permission set.

User Guide Details

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