Set resource availability

This article explains how to set up and assign availability to resources in the Skedulo Console. This is necessary to easily assign workers jobs to deliver.

Availability can be set in multiple ways depending on whether the resource will be available on a regular schedule or a more ad hoc basis. Specific periods of unavailability can also be set. This article covers how to set up:

• availability templates
• single availability, and
• unavailability.

Availability template

Availability templates are a great way to set up regular periods of availability for resources.

To set up an availability template:

1. Open the Skedulo Console.
2. Click on Availability on the Nav bar.
3. Click on the Add new button.
4. Select Availability template from the drop-down menu.

5. Fill out the Template Details in the Availability Template.
   1. If you want to, give the template a name for easy identification.
   2. Choose the dates that the template will start and end. Periods of unavailability can be assigned during this larger period.
   3. Put a tick in the checkboxes of the days that the resource will be available.
   4. Add the start and end time for each day, or alternatively check the All day checkbox if the resource is available for the entire 24 hours. This is particularly useful for assets that may always be available, or for workers that may be on call.
   5. Click on the Next button to assign resources.

6. In the Resources tab, put a tick in the checkbox next to resource(s) to assign them this availability. If you have lots of resources you can use the Search filter to sort them by name, or use the drop-down menu next to the Search box to sort resources by region.
7. Click on the Save button.

8. This will take you back to the Availability calendar, where the newly assigned availability times will be shown in blue boxes. To edit the template, including adding or removing resources from it, click on one of the blue boxes in the calendar and click on the View details text link.

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Single availability

Single availability slots can be set if resources are available to work overtime, weekend shifts or anytime outside of their usual availability schedule.

To set up a single availability time:

1. Open the Skedulo Console.
2. Click on Availability on the Nav bar.
3. Click on the Add new button.
4. Select Availability from the drop-down menu.

5. Fill out the details in the Create availability window.
   1. In the Type drop-down list, choose whether the extra availability will be classified as Overtime or a Weekend Shift.
   2. Choose the Resource that will be assigned this availability. Unlike Availability Templates, Single Availabilities can only be assigned to one resource at a time.
   3. Choose the Start and End dates and times. This must be one continuous block.
   4. Click on the Save button. 

6. This will take you back to the Availability calendar where you can check the availability. It will be shown as a hollow white box with blue text until it is confirmed and accepted.

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Unavailability

Just as availability for resources can be set up in the Skedulo Console, periods of unavailability can also be assigned.

To set up unavailable time:

1. Open the Skedulo Console.
2. Click on Availability on the Nav bar.
3. Click on the Add new button.
4. Select Unavailability from the drop-down menu.

5. Fill out the details in the Create unavailability window.
   1. In the Type drop-down list, choose whether the extra availability will be classified as Sick, Leave or Occupied.
   2. Choose the Resource that this unavailability will be assigned to.
   3. Choose the Start and End dates and times. This must be one continuous block.
   4. Click on the Save button. 

6. This will take you back to the Availability calendar where you can check the unavailability. It will be shown as a hollow white box with grey text until it is confirmed and accepted.

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