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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:
- Select preferred and secondary (optional if enabled) migration dates from the calendar
- Click the Update button to save your selections. Your scheduled migration dates will be displayed in the Scheduling widget in the portal.
- 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:
- Click the Reschedule button (if enabled)
- If rescheduling in the portal is enabled, you will be able to select a new migration date
- Select new preferred and secondary (optional if enabled) migration dates from the calendar
- Click the Update button to save your selections. Your schedule migration dates will be displayed in the Scheduling widget in the portal.
- Select new preferred and secondary (optional if enabled) migration dates from the calendar
- 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.
- An example reschedule email request is shown below:
- An example reschedule email request is shown below:
- 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:
- Click the Reschedule button (if enabled)
- Click the Confirm button to cancel your migration dates. Click the Go Back button to cancel the operation.
- The Scheduling widget in the portal will reset after the cancellation
- 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: