View and manage shifts in the resource calendar
View, create and edit shifts 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.

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Adding a Shift

The Add Shift option will open the Create Shift modal.

Create Shift modal

Additional Fields is a method for configuring the collection of additional information for the Activity for your business.

  • Additional fields can only be added by a Salesforce system administrator.
  • Refer to ‘How to Set Up Additional Fields’ in Administration – How to Set up Additional Fields

The All Day? function will make the record a 24-hour shift for the data selected.

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Create Shift > All Day option

Viewing a Shift

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

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View Shift example

Updating a Shift

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

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Shift options

  • Edit Job – Select to edit shift details.
  • Delete Shift – Select to delete the shift.
  • Cancel – Select to cancel the display of the options.

When deleting a shift, a Delete Shift? modal is displayed to confirm that the shift record is to be deleted. Once deleted the shift record is not able to be retrieved.

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Delete Shift confirmation

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