When inside the scheduling console with filters and date range information applied, the Calendar will be populated with relevant work data. This guide outlines how you can view, interpret and interact with workforce data.

Base Template Work

Work that has been created as part of a Base Template will be highlighted in Red. To learn more aobut base templates, please refer to ‘Create a base template in the scheduling console‘ and ‘Replicate a base template in the scheduling console‘ user guides.

View job details

To view more details for a job, position (hover) the pointer over the job in the calendar. 

• Fields displayed in the card of Jobs can be controlled via a custom setting
• Fields displayed in the hover can be controlled via a custom setting
  

Fig: Single Booking job details view showing an exception

Fig: Group Event job details view

The status of the Job will determine what menu items are available when right clicking on a Job 

Fig: Context menu options (right mouse click)

If the job/activity happens for a specific period in a single day (example 2hr) -> the blue and red (set up in the setting) will be displayed as the colour of the circle (background colour = none). 

If the job/activity happens across multiple days or whole days -> blue and red will be the background colour of that job/activity

Exceptions

Exceptions are shown by a red triangle with an exclamation mark. To see more information about the exception, hover on the job and view information in red font. 

The exception batch is enabled via a custom setting.

The following exceptions are identified via an overnight batch and stores the exception against the related job allocation records. 

• Resource Missing Tags
• Conflicting Availability
• Availability Not Set For This Time
• Resource excluded from the account
• Resource excluded from the location 

Ghost Jobs

Ghost Jobs indicate jobs scheduled for a resource at a different location or region, including a client’s home address. These jobs are highlighted in grey and can not be edited. Details about ghost jobs can be found by hovering over the job.

Unallocated Work

Work that has not been allocated to a Resource will be in the top row of the console, labelled ‘Unallocated’. The number next to the Job indicates how many resources still need to be allocated to that job. We can allocate a resource by either right-clicking on the job and using the Edit feature or by dragging the job to resource in the console.

Additionally, jobs can be created from the Unallocated column.

Holidays

When viewing the calendar, any global holidays will be highlighted to the schedulers

Fig: Holiday indicator

Note: Regional holidays are not yet supported, only global holidays