Unavailability is time off, or a period when a resource is unavailable to work. The ability to submit unavailability requests from the Skedulo X mobile app is controlled by the admin setting in the web app–which is enabled by default.
The default unavailability options (as defined in the CRM) include:
Availability (or general availability) is the period when a resource is available to work (normal working hours and periods outside normal work hours such as overtime). The ability to submit availability requests from the Skedulo X mobile app is controlled by an admin setting in the web app–which is disabled by default.
Short Video Explainer
Skedulo X Unavailability (1 min 33)
To create an unavailability request, tap the large "plus" icon in the nav bar (at the top-right corner of the app). From the pop-up menu select "Unavailability", this will open a "Create Unavailability" view containing various selection buttons:
- Unavailability type (mentioned previously in the overview).
- Start and end dates.
- All day (optional setting).
Figure 1. How to create an unavailability request, using Skedulo X.
When an unavailability request is submitted, the resource will appear in the Skedulo web app as unavailable (thus they will be unable to be scheduled for that period). The scheduler, or an authorized user, can approve or decline the request. The status of the submission is displayed in the top left corner of each request. Refer to "Availability Console" for more information about the web app request procedure.
A resource can view their availability and submit unavailability requests via the requests tab of the availability view.
Figure 2. Two availability requests, one pending and one approved, in Skedulo X.
The following table shows the icons used to represent requests pending approval.
Table 1. Unavailability request icons and their descriptions.
Note: You can only view the submitted unavailability requests. If you need to edit you will need to call your manager or scheduler (whoever has access to Salesforce or the web app).
Availability refers to the times when a resource can be scheduled jobs. In Skedulo X, the mobile resource can view their current and future availability in several places:
- On the agenda view, in the welcome bar and timeline (availability for the day).
- In the weekly calendar (availability per day for the week).
- In the availability calendar (availability per day for the month).
Figure 3. Examples showing the various places where a resource can view their availability.
To create an availability request, tap the large "plus" icon in the nav bar (at the top-right corner of the app). From the pop-up menu select "Availability", this will open a "Create Availability" view containing various selection buttons (pulled from the CRM).
Figure 4. How to create an availability request, using Skedulo X.