Allocated Time Types

Follow

Summary

Allocated Time Types are used on the Team and Resource calendars to record different working or non-working time outside of their standard hours. Calendars are used to control standard hours which can be configured by opening the Admin menu and selecting Calendars.

Allocated Time Types can have one of three settings: Working, Non-Working or Downtime:

  • Working type will allow appointments to continue to be scheduled within the time period. The holiday type will ask for priorities to be included which will determine what appointments can be scheduled within the time without the need to use the override priorities option on the scheduler. The override option on the scheduler is a separate right which can stop your users using additional time for the wrong appointments. An example would be if you are using Emergency time slots for engineers to work outside of their standard shift, you would select the priorities that represent your Emergency and Urgent SLAs.
  • Non Working time will not allow any appointments from being scheduled, this would be used for Holiday and Sickness. If you have appointments booked after a non-working time chunk it will calculate the drive time from the resources home postcode.
  • Downtime is similar to Non-Working as it will not allow appointments to be scheduled in the time slot. This could be used if you need to reserve time during the day or maybe a lunchtime slot. Unlike Non-Working, Downtime will calculate the drive time for the first appointment after it using the previous appointment location and not the resources home postcode.

Allocated time types are assigned a colour which will be displayed on the scheduler to show the availability or non-availability of a resource.

User Type Rights

Code Name Description Right Type
MSAD Admin Access to the Admin menu using the cog icon in the menu header Page Access
ADMIN_TEAMS Teams Access to the Teams admin sub section on the Admin page Page Access
HOL Holiday Type Access to the Allocated Time Type admin page to add/edit/delete Types Page Access

Guide

Creating an Allocated Time Type

  • Click on the cog icon to open the admin menu
  • Click on "Allocated Time Types" under the Teams menu
  • Previously created time types will be shown in the list

img1.png

  • Click on the + icon to bring up the creation menu

img2.png

  • Fill in the details as follows:
    • Description: The name of the allocated time type
    • Type: The time type of the new item. Choose form Working, Non-Working, and Downtime (see descriptions above)
    • Colour: The colour of the time type to be shown in the scheduler
    • Priorities: The list of priorities to be assigned to the time type. This allows jobs with the selected priorities to be scheduled during a slot with this time type
  • Click Create to save your changes

Modifying an Existing Allocated Time Type

  • Click on the cog icon to open the admin menu
  • Click on "Allocated Time Types" under the Teams menu
  • In the list that appears, click on the item you wish to edit
  • Make any changes you wish to make and click Update to commit your changes

Deleting an Allocated Time Type

Note: if the time type is in use on a calendar, res you will not be able to delete it. You will need to remove any slots of this type from any calendars it is in use on before you can delete it

  • Click on the cog icon to open the admin menu
  • Click on "Allocated Time Types" under the Teams menu
  • In the list that appears, click the check box next to the item(s) you wish to delete
  • Click on the rubbish bin icon in the top left to delete the items

img3.png