Defining and Managing User Schedules
  • 26 Jan 2023
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Defining and Managing User Schedules

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Article Summary

User Schedules allow Admins to define work schedules in Mobileforce FSM that mirror the existing schedules for the technicians or other field service employees in your organization.

Example:

A company that dispatches EMTs on a 24-hour a day schedule, would create a new schedule for each shift.

Where as an IT staffing company may only create two user schedules, one for scheduled weekday work and one for emergency weekend work.

Once Admins have defined the schedules, they can assign them to any Mobileforce User profile. For more information, see Creating and Managing Mobileforce Users

From the Field Service Setup page, click User Schedules.

image.png

From here you can:

  • Click the image26 button to create a new schedule.
  • Click the image-1651687637794 button for an exisitng schedule to edit it.

Create a new schedule

To create a new profile, click the image.png button.

image.png

Enter a name for the schedule, and then change the desired values:

  • Click the Days field and individually select the days when the schedule applies.
  • Click the Start Time and End Time fields to specify the time window for the schedule.
  • Click the Timezone and select the primary timezone for the schedule.

When finished, click image.png to save the schedule.

Review or edit an existing schedule

To change an existing skill, first click the image-1651687637794 button to open the schedule page.

image.png

The page lists the name of the skill and the following related subtables:

From this page you can do the following:

  • To edit the selected skill, click the image205 button.

For the related Mobileforce FSM objects, you can do the following:

  • To create a new related object (for example, User), click the image.png button.
  • To edit one of the related users, click the field and the user profile opens.
  • To open the table for the related object type, click the image.png button.

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