Unavailability is time off, or a period when a resource is unavailable to work. Availability (or general availability) on the other hand is the period when a resource is available to work (normal working hours and periods outside normal work hours such as overtime).
The default unavailability options (as defined in the CRM for the object "Availability Type") include:
The values of availability "Type" (seen above) can be changed by the organization's CRM administrator. Refer to the link at the bottom of the page for more details.
Note: The ability to submit "Availability" requests from the Skedulo mobile app is controlled by an admin setting in the web app–which is disabled by default ("Unavailability" is however enabled by default).
Short Video Explainer
The Skedulo Mobile App: Unavailability (1 min 38)
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.
View Unavailability Requests
A resource can view their availability requests via the "Requests" and "Calendar" tabs of the availability view. The calendar view displays all the requests associated with the logged in user (for both future and past requests).
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 in the "Requests" view.
Figure 2. The availability view displaying three availability requests, one pending and two approved.
Also, see Availability Console.
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 change the request 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, 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.
Also, see Availability and Unavailability Types.