The Quick-start series of articles enables you to go from setting up resources to dispatching your first job in a few short steps.
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Quick-start 1: The onboarding wizard.
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Quick-start 2: How to set up resources (this article).
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Quick-start 3: Creating jobs.
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Quick-start 4: Dispatching jobs.
This article will take you through how to set up those resources you created during onboarding. A resource must have a contact number, a preferred method of notification, and be made available before they can receive jobs from a scheduler.
Note
Test Skedulo users already exist as Salesforce users (if you'd like more information on how to set these up, go to Creating/Editing Salesforce Users).
Also, see
User Licensing Salesforce/Skedulo and Skedulo Permission Sets.
Note
The Scheduling console (2 min 32)
Note
Setting up resources (3 min 22)
Note
Introduction to availability (3 min 33)
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To see a list of your resources, navigate to Resources > People from the navigation menu.
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Select a resource from the list to view their details.
Update the Availability for your resource to ensure it reflects their normal working hours. This is configured using the Availability console.
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Navigate to Availability > Calendar to view a list of your resources and their availability.
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Click the Add new button at the top-right of the calendar.
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Select Availability template from the dropdown.
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On the Patterns tab:
- Enter a name for the template (optional).
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Select the days that your resource will be generally available to work, e.g., Monday to Friday.
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Select the times that your resource will be generally available to work, e.g., 9:00-5:00.
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Click the Next button.
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On the Resources tab, select the resources that are to be associated with this template (a single individual recommended).
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Click Save to save the template.
The resource now is available to receive jobs.
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