A resource may request to be marked "Unavailable" at any stage via their Skedulo X mobile app. The request can also be entered directly into the web app by the scheduler using the "Create Unavailability" button on the scheduling console.
The request will be logged "Pending" approval and can be approved or declined by the scheduler or an authorized user.
On a swimlane, the availability of each resource is represented using colored blocks of time. A white block indicates that a resource is available, while gray indicates they are unavailable.
Click the "Create Unavailability" button (at the right-hand side of the top bar) to quickly create time off for a resource.
Figure 1. Where to find the create unavailability button on the scheduling console.
A "Create Unavailability" modal will be presented, enter the details about the upcoming "Unavailability" (the required fields will be marked green if the data entered is valid) and remember to save the request.
Figure 2. The create unavailability modal.
Types of Unavailability
The current types of unavailability that can be used are (as defined in the CRM):
After an "Unavailability request" is saved, it will be visible in the swimlane for the resource, on the scheduling console.
Figure 3. A resource as unavailable–sick in the scheduling console swimlane.
"Unavailabilities" (periods when a resource is unavailable) can also be viewed in the "Availability Console" and "Resources" (under the availability tab applicable to the resource who has applied for time off).
The calendar can be quickly scanned to visualize the overall availability of resources. The colored blocks of time represent a request and its status:
Dark aqua blue labels, marked "T" for a template, reflect a resource's general availability (i.e., typically their working hours, say 9 to 5).
Gray labels (marked "U") indicate periods of resource unavailability (where light gray text on a white background indicates pending approval or declined, white text on dark gray background indicates approved).
Clear labels with an aqua blue border (marked "A") reflect periods of availability. Aqua blue text on a white background indicates pending approval or declined, aqua blue text on a pale aqua blue background indicates an approved request.
Figure 4. Unavailabilities for a resource in the availability console.
Figure 5. Unavailabilities for a resource in the resources console.
Figure 6. A request, pending, for a day of sick leave (or unavailability).