Workflow Schedule
Work Schedule Summary
In order to see how many hours you have per day, the summary will allow you to see. 1. Go to the tab: Summary of working hours (only the ADMIN can access it) 2. You can filter by department 3. You can now see the schedule with all the technicians. ...
Configure the time of the calendar
In order not to see unnecessary hours, you can set a minimum and maximum time for the schedule. 1. Go to the Congifuration tab (only ADMIN can access this page) 2. Go to the CONFIGURATION TABLE 3. In the SEARCH box, enter: SLOT 4. Press the pencil to ...
Modification of a work schedule
Once your technicians are created, you just need to create a schedule for your technicians. You can see below in the article how to schedule your store hours. 1. Go to the tab Edit work schedule (only the ADMIN can access it) 2. Choose the technician ...
Workflow Resources
The Workflow Resource tab allows you to add technicians. This allows you to add your technician to any of your Workflow Schedules. Before moving on to this step, you must create your technician User's. See the following article to create your ...
Workflow schedules
You can create as many schedules as you want. Always keep in mind that the schedule can only be created with cards from a Workflow. You can consult this article to create a workflow: Article. If you have several branches, you can create one schedule ...
Create your technicians
Before creating the schedule, you need your technicians or any other person to put on the schedule. Create a user for the technician and add some roles for the technical advisor/dispatcher. 1. Go to the Users tab. Only the ADMIN role can access it. ...