Open My Schedule
Review technician commitments and request availability changes.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open My Schedule is for and choose the correct next action.
Safety and data checks
- • A request is not approved until the office confirms it; continue to honour existing assignments.
Complete the task
- 1Navigate
Open Open My Schedule
Use the Hub navigation to open Open My Schedule. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen My Schedule is open and its page heading is visible.
- 2Review
Understand what belongs here
My Schedule shows personal assignments and supported requests for time off or after-hours access. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Confirm date, timezone, confirmed visits, potential work, travel, time off, and duty expectations. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the appointment for details or submit the correct availability request with dates and reason. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
A request is not approved until the office confirms it; continue to honour existing assignments. This orientation ends before any irreversible or customer-facing submission.
A request is not approved until the office confirms it; continue to honour existing assignments.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.