The onboarding wizard will quickly and efficiently guide you through the configuration process to get your organization up and running with Skedulo. If your organization is new to Skedulo, you will need to run the onboarding wizard at least once during initial setup.
Important! Only users that have a profile with administrative permissions can run the onboarding wizard.
Access the Onboarding Wizard
Access the onboarding wizard at any time via the following URL:
https://<team>.my.skedulo.com/onboarding (substitute "team" with your organization's allocated team name).
Step-by-Step Guide to Onboarding
After successfully accessing the onboarding wizard, you will see the "Now let's get you up and running" screen.
The onboarding wizard will install all the necessary packages and components to enable you to use Skedulo. To access all of Skedulo's scheduling features, you will need to configure all necessary access permissions and set up your organization.
Figure 1. The initial configuration screen of the onboarding wizard.
Note! If this is the first time you have used the onboarding wizard, the process may take several minutes. Please do not close the web browser or the browser tab.
Step 1: Users
Important! The following examples use fictitious names and data.
Skedulo requires three types of users:
- Schedulers: who are responsible for scheduling and dispatching jobs.
- Resources: who are the recipients of those jobs in the field.
- Administrators: who manage the Skedulo apps and can configure them using admin settings. Admin profiles should be granted to system administrators and internal administrators. At least one user is required to be an administrator.
If an administrator needs to access the web app consoles they will need to be configured as a scheduler as well (i.e., both an admin and a scheduler).
Figure 2. The configure users screen.
Note: Only users selected as type "Resource" will be visible in the scheduling web app.
Step 2: Regions
Setup regions (go ahead and set up as many regions as you require). A region is a geographic categorization that is used to control resources and assets. Regions can only have one time zone.
Figure 3. The set your regions screen.
Step 3: Resources
It is recommended you use this screen to add only a few test users to get the Skedulo web app operational.
Figure 4. The resources configuration screen.
Step 4: Job Types
Setup your job types (you can always add more job types later from within the data table for job types). By default, four job types are included (which can be renamed later if required):
- Break Fix.
Note! If custom forms are in use, renaming job types will impact custom forms in the Skedulo mobile app.
Figure 5. The job types configuration screen.
Step 5: Install
Installing... waiting... done!
Figure 6. A completed onboarding, with all the installation steps, checked green.
Once the onboarding process is complete, all the installation steps conducted will be marked with a green checkmark and a blue button will appear. Clicking on the blue "Open Skedulo" button will redirect you to the scheduling web app within Skedulo.