Scheduling Users and Other Resources

Combine the skills of your personnel with the required equipment The tools or assets used to perform a service activity. resources and facilities The physical spaces, such as conference rooms or service bays, where service activities can be performed. resources to provide a service A type of work performed for a customer by one or more resources. Services are schedulable activities. to your customers.

Scheduling resources includes the following tasks:

• Selecting resources
• Defining when resources are available
• Scheduling closures

Selecting the Resources That Perform Services

To select resources, you create selection rules for the service that details what combination of individual personnel, equipment, and facilities, or resource groups is required when someone schedules this service.

If you have groups of resources with similar skills or skill levels that can be scheduled interchangeably, you can create resource groups for easier selection. More information: Defining Rules and Resources for Services

Defining When Your Resources Are Available

You can manage the schedule of individual resources by scheduling the availability of each resource. This includes vacations, time-off, working hours, capacity, and maintenance.

Scheduling 0rganization-Wide Closures

You can set the days your organization is closed for holidays and other events. You can exempt individual resources from the closure schedule.