Find and view the work schedule for an individual resource

Can I do this task?

  1. In the Navigation Pane, click Service, and then click Service Calendar.
  2. To view a list of resources, in the Type list, select the type of resource (user, resource, or facilities and equipment), and then in the View list, select the view of that resource that you want to see.
  3. In the list of resources, do any of the following:
    • Click a letter on the alphabetical jump bar at the bottom of the list to go to that section of the list.
    • Expand the list pane by dragging the right edge to view additional columns of information.
    • Reverse the sort order of the list by clicking a column heading.
    • View general information about a single resource by selecting the resource in the list and then clicking the Expand button Expand button under the Zoom bar.
  4. To find and view the work schedule for and individual resource, in the Type list, click Resource.
  5. In the Look for box, type the name of the resource, or the last name of a user, and then click Find.

    You can use asterisks (*) as wildcards in your search.

    The search results appear in the list pane.

  6. In the Service calendar, you can do the following:
    • To view current appointments and service activities for a resource, select the name from the list. The schedule appears in the schedule pane to the right of the list.
    • To view a specific date, select a date in the Calendar pane.
    • To quickly change the date range, use the Zoom controls at the bottom of the schedule pane.
  7. To view work hours for a specific resource, follow these steps:
    1. In the list of resources, open the resource you want to view.

      The User or Facilities/Equipment form opens. If you have sufficient permssions, this form can be edited.

    2. On the User or Facilities/Equipment form, click Work Hours. The monthly calendar displays the start and end time for each day's schedule. If a schedule has not been set, or the resource is always available, the calendar displays All Day.
    3. To change the month you are viewing, at the top of the calendar, click the forward and back arrows on either side of the displayed month and year.
    4. To edit the schedule, double-click a date on the calendar. Change the schedule as needed.

Related Topics

Service Calendar

Configuring Service Scheduling

Navigating the Service Calendar

Scheduling Users and Other Resources

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