Business Calendar
Business (Availability) Calendar allows to know days when Resource is available to do tasks, already busy or has day off. Also it shows tasks (steps) Resource is assigned to.
System will use Business Calendar data to select Resources by their availability when user assigns steps to Resources or Resource Pools.
Business Calendar is shown in "Availability" section of Resource Details page (1). It shows workdays (colored) and weekends (not colored) accordingly to business hours selected for current Resource (2):
Note: in order to have Business Calendar working and to make Resources available to be assigned, you MUST specify Business hours when creating or editing a Resource.
Select years if necessary (3).
Workdays when Resource is busy are clickable. Click them to show "Busy On" popup (4). It contains a list of tasks (steps) which Resource works on in this day. Each entry shows:
- Location (5) - step status (active/past/planned)
- Link to Process Version (6) which goes to proper process version diagram
- Name of the step (7) which Resource is assigned to
- Link to record (8) which process is started/planned at
- Start (9) and End (10) dates of the step
User can set a workday in weekend or a day off in a workday for Resource. To do this user should create proper event:
- Go to "Related" subtab (11)
- Click "New" button (12) in the "Resource Events" section to go to "New Event" form (13)
- Populate event name, description (optionally), start and end dates
- Select employment type (14) - workday or day off
- Save changes
Click "Refresh Calendar" button to reload information about availability that may be changed by somebody else.
Events will be shown in the calendar after returning to Resource details page:
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