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 the initial setup.
Important
Only users that have a profile with administrative permissions can run 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).
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.
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.
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).
Note
Only users selected as type "Resource" will be visible in the scheduling web app.
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.
It is recommended you use this screen to add only a few test users to get the Skedulo web app operational.
Set up 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):
Installation.
Upgrade.
Break-Fix.
Maintenance.
Note
If custom forms are in use, renaming job types will impact custom forms in the Skedulo mobile app.
Installing... waiting... done!
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.
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