Open Scheduler
View visits, availability, assignments, and conflicts.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Scheduler is for and choose the correct next action.
Safety and data checks
- • Do not override a conflict until the existing commitment and technician availability are understood.
Complete the task
- 1Navigate
Open Open Scheduler
Use the Hub navigation to open Open Scheduler. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Scheduler is open and its page heading is visible.
- 2Review
Understand what belongs here
Scheduler coordinates customer visits and technician time; work-order details remain in their own job records. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Confirm date range, timezone, technician filters, visit status, travel context, and any conflict indicators. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the existing visit to inspect before booking, assigning, rescheduling, or cancelling. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Do not override a conflict until the existing commitment and technician availability are understood. This orientation ends before any irreversible or customer-facing submission.
Do not override a conflict until the existing commitment and technician availability are understood.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.