Scheduleable User Groups

Edit Schedulable User Groups

This menu option in the Schedule screen opens up the Schedulable User Groups edit screen whereby you can create a new schedulable user group; edit a selected schedulable user group; or delete a schedulable group.

See Also:

How do I create a Schedulable User Group to determine skill availability?

Select Schedulable Users

Clicking on the drop down arrow of this field displays:

Selecting <All> will display a Schedule screen for all items (workorder items, Schedule Markers, Follow Ups) within that time period for all active schedulable users plus unassigned scheduled workorder items.

If select a specific Schedulable User Group, only the items pertaining to those users in that group will display on the Schedule screen.

This is useful to reduce or expand the amount of information displaying.

For example, if you are a dispatcher for everyone in the organization, you may wish all schedulable users items to display.

Or perhaps a client from a particular dispatch zone requests service, you could select to show a Schedulable User Group that only shows users that are assigned to that dispatch zone and assign accordingly.

Or perhaps you are a schedulable user, and do not wish to display items for other users, you would select your own logged in name.