Service Resource Operating Hours
- Tim Sweeney
Analytics
Operating Hours define the hours that resources can be scheduled to work. The default hours are defined on a Service Territory Record but we can also define Operating Hours for a Service Resource that is assigned to a Service Territory to override the default hours.
Operating Hours are defined by related Time Slot Records that are created to represent each day.
My Supports Support Worker Operating Hours are managed in two steps:
Service Resource Operating Hours records are created automatically when a Service Resource is Created. These inherit the Service Resource’s assigned Serviec Territories Operating Hours by default.
Service Resources can update their Operating Hours via their Support Worker Portal under the Operating Hours Tab.
Managing Operating Hours and Time Slots - Support Worker Portal
Support Workers will be able to log in to their portal to update their Time Slots.
Go to a
Contactrecord of aService ResourceFrom the Quick Actions menu, select Login as Experience User
Select Operating Hours from the header menu
Add the respective times the
Service Resourceis able to work.
Time Slots and Scheduling Service Appointments
When a Service Resource has defined Time Slots, these will then be respected in the Service Appointment Management wizard.
In Service Appointment Management, when you select Manage Resources (Used for Service Appointments without an assigned Resource), only Service Resources that have a Time Slot that aligns with the Scheduled times of the Service Appointment will show as an option to be able to either Approach or Schedule.
To find out more about Service Resource Management see this article.
Resource Time Preferences
An important part of configuring the Match Resources feature is to ensure that each Service Resource has a Preference Record created on their Service Resource Record. This will define the Time Slots that the Service Resource is available to work.
If a Preference Record is not created for a Service Resource they will not appear in the Match Resource feature.
The Time Slots can be added to a Preferences Record related to the Service Resource to define when they're available to work.
Manually Creating Operating Hours and Time Slots
Operating Hours are defined on a Service Territory.
Click into a Service Territory Member Record to define hours for a specific Territory Member.
Set the Operating Hours for the Service Territory Member.