Set or change work hours for a user, facility, or equipment or set a capacity of a resource

Can I do this task?

You can set the hours a user works or set the operating hours for a facility or equipment. By default, users, facilities, and equipment are set up for a 7 days a week, 24-hour schedule.

You can edit existing work hours by following steps 1 and 2 to navigate to the Users or Facilities/Equipment area. Then, open the resource you want to edit. Editing a schedule does not affect existing service activities created for the resource.

1. In the Navigation Pane, click Settings, click Administration, and then click Users.

   - OR -

2. In the Navigation Pane, click Settings, click Business Management, and then click Facilities/Equipment.
3. In the list, open the resource record you want modify.
4. Under Common, click Work Hours.
5. On the Monthly View tab, double-click a date on the calendar that is the first day you want the new schedule to start, or any date that will be affected by the new schedule.
6. In the Edit Weekly Schedule dialog box, select one of the following and then click OK.
   • This date only

     This option changes only the date selected.

     Skip to step 9.

   • From <this date> onward

     This option changes only the schedule going forward.

   • Entire recurring weekly schedule from start to end

     This option changes this entire schedule from the start to end date.

     Selecting this option might change past days, which might affect reports regarding hours worked in the past.

7. In the Weekly Schedule dialog box, select one of the following:
   • Are the same each day

     The new schedule is the same for every day of the week. After you select this option, select the days of the week that the resource is available.

   • Vary by day

     The new schedule is different for one or more days of the week. After you select this option, select the days of the week that the resource is available.

8. Click the work hours link for the schedule you want to modify.

   If work hours have not been set previously, the link is displayed as "Set Work Hours."

9. In the Work Day dialog box, complete the following fields:
   • Start

     Select the time the work day starts.

   • End

     Select the time the work day ends.

   Click OK.

10. In the Weekly Schedule dialog box, You can also do any of the following:
    • If the schedule is for more than one day, select the days of the week that this schedule is effective.
    • If the resource does not work during business closures, select the Observe option.
    • Under Date Range, in the Starting on box, you can change the date the schedule starts.

      You cannot change the date the schedule ends. To end a schedule, you must define a new schedule on that date.

11. Click Save and Close to close the Weekly Schedule dialog box.
12. Click Save or Save and Close.

Notes

• You can set the work hours for a single day by double-clicking the day, and then in the Edit Weekly Schedule dialog box, select This date only, then click OK. Then, perform steps 9 to 11 in the procedure.
• All of the options may not be available to you for selecting how much of the schedule you want to edit. The available options are based on the schedules that are already set up.
• To set the capacity of the resource, in the Work Day dialog box, click Show Capacity, and then in the Capacity column, enter the capacity. To set the capacity for a service, you must navigate through the Service form dialog boxes to the Work Day dialog box.