Self Service Schedule

The Self Service Schedule tab provides the ability to view and configure self-service schedule options and days of waves.

Available operations:

• Add new schedule days by clicking on the Add Day button
• View a list of schedule days to the wave
  • Columns available
    • Date – Date of the schedule day
    • Day of Week – Day of the week of the schedule day
    • Capacity – Number of tasks that can be schedule on the schedule day (e.g. Unlimited, 25 tasks)
    • Added By – ReadyWorks user who added the schedule day
• Configure schedule options by clicking the Options button. Configuring wave schedule options overrides the Global Scheduling Settings.
• Delete schedule days by selecting a schedule day (row) and clicking the Delete Day button on the toolbar
• You can also change the number of visible rows in the table, set column visibility, export to CSV or Excel, refresh the table and search for text

Schedule Options

From the Self Service Schedule tab, you can configure schedule options.  To configure:

1. Click the Options button to bring up the Self Service Schedule Options dialog
   
2. Click Yes to override global settings and enter the schedule options of the wave
   
   1. Primary Task Start Time – Start time of the task (required)
   2. Primary Task Duration – Duration of the task (in hours) (required)
   3. Task Type – Assign a task type to the task (optional)
   4. Assigned To – Assign the task to a ReadyWorks user (optional)
   5. Action Templates – Select the action templates to load into the task (optional)
   6. T-Comm Templates – Select the T-Comm templates to link to the task (optional)
3. Click the Update button when finished to save the schedule options. You will be redirected back to the Self Service Schedule tab. Click the Close button to cancel the operation.
   1. The update options function is only available to users in the Administrator and Regular User security groups

Add Day

From the Self Service Schedule tab, you can add days to the self service schedule.  To add:

1. Click the Add Day button to bring up the Add Day to Self Service Schedule dialog
2. Add days to the self service schedule and configure the daily capacity
   
   
   1. Day to Add – Select a day from the calendar of available dates within the wave boundaries
      
   2. Daily Capacity Override – Select the daily task capacity allowed (unlimited or a specific number of tasks)
3. Click the Add Day button to confirm the add operation. Click the Close button to cancel the operation.
   1. The add day function is only available to users in the Administrator and Regular User security groups

Delete Day

From the Self Service Schedule tab, you can delete days.  To delete:

1. Select a day (row) to delete. Only one day can be deleted at a time.
   
2. Click the Delete Day button on the toolbar
   
   1. The delete button is only visible when Enable Delete has been checked under Settings – Options (top right corner of the UI)
      
      
   2. The delete button is grayed out unless a day (row) is selected
      
      
   3. The delete function is only available to users in the Administrator and Regular User security group
3. Click the Delete button to confirm the delete operation. Click the Cancel button to cancel the operation.