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Scheduling

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The Scheduling tab allows a user to schedule, reschedule or cancel their migration date if configured. ReadyWorks can also be configured to send a confirmation email when users schedule in the portal.

Schedule Migration Date

From the Scheduling tab, you can schedule your migration date.  To schedule:

  1. Select preferred and secondary (optional if enabled) migration dates from the calendar
  2. Click the Update button to save your selections. Your scheduled migration dates will be displayed in the Scheduling widget in the portal.
  3. The following message will be displayed when no days are available for scheduling

Reschedule Migration Date

From the Scheduling tab, you can reschedule your migration date.  To reschedule:

  1. Click the Reschedule button (if enabled)
  2. If rescheduling in the portal is enabled, you will be able to select a new migration date
    1. Select new preferred and secondary (optional if enabled) migration dates from the calendar
    2. Click the Update button to save your selections. Your schedule migration dates will be displayed in the Scheduling widget in the portal.
  3. If rescheduling through email is enabled, a prepopulated email will be generated. Add any details and the Send button to send the email to the project team.
    1. An example reschedule email request is shown below:
  4. The view of the Scheduling widget in the portal with the Reschedule button disabled is shown below:

Cancel Migration Date

From the Scheduling tab, you can reschedule your migration date.  To reschedule:

  1. Click the Reschedule button (if enabled)
  2. Click the Confirm button to cancel your migration dates. Click the Go Back button to cancel the operation.
  3. The Scheduling widget in the portal will reset after the cancellation
  4. The view of the Scheduling widget in the portal with the Cancel Migration button disabled is shown below:

Confirmation Email

ReadyWorks can be configured to send a confirmation email when users schedule in the portal.  An example confirmation email is shown below: