Dashboard > Dispatch > Availability Tab
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to access the Availability Tab in Dispatch, users will need Edit permissions for Scheduler
Getting Started
When it comes to managing appointments and ensuring effective team coordination, SiteMax Systems offers a solution through its Dispatch module. Among the various tabs in Dispatch, the "Availability" tab is a helpful section where users can set groups to manage their team's unavailability and on-call status smoothly.
Location and Navigation
To access the "Availability" tab, navigate to the Dashboard and then to Dispatch module. Once there, click on the "Availability" tab to show a range of features designed to streamline your team's scheduling process.
Key Components
Upon entering the "Availability" tab, you'll see the following parts:
Current Date Section: Displays the current date for quick reference.
Calendar Functionality: Allows users to navigate through dates effortlessly.
Date Range: Specifies the range of dates covered in the availability settings.
Add Group Button: This button initiates the process of creating user groups.
Groups Section: Lists existing groups for quick access.
Understanding User Groups
Purpose of Groups
In the "Availability" tab, groups serve the purpose of collectively managing the availability of team members. Whether you want to set the availability for the entire team or just one person, the group functionality caters to both scenarios.
Creating Groups
To create a group, simply locate the "Add Group" button below the date and calendar sections. Clicking it opens a modal where you can input essential details such as the group name, type (On-call or Unavailable), and a description. After creating a group, add users by clicking on the group name.
Important!
Remember to select the correct type (On-call or Unavailable) and include it in the description and group name to avoid confusion.
Adding Availability
Steps to Add Availability
Click on the tile corresponding to the date (column) and group (row) for which you want to set availability.
A modal titled "Add Availability" will appear.
Hit the "Save" button to confirm your changes.
Important!
Make sure to confirm whether the group is set as on-call or unavailable. This step is important to prevent any mistakes when creating availability.
Impact on Appointments
Once availability is set for users in a group, any attempt to create an appointment in the People tab, Projects tab, Schedule tab, or Appointments tab will show a warning message if the user is marked as unavailable. This feature ensures that you and your team are aware of each member's availability status before scheduling any work-related activities.
