Manage Tech Schedules
Edit availability, holidays, time off, and after-hours access.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Manage Tech Schedules is for and choose the correct next action.
Safety and data checks
- • Schedule changes can make booked visits invalid; resolve affected appointments and notify people as required.
Complete the task
- 1Navigate
Open Manage Tech Schedules
Use the Hub navigation to open Manage Tech Schedules. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultManage Tech Schedules is open and its page heading is visible.
- 2Review
Understand what belongs here
Tech Schedules defines when technicians can be assigned and how absences and after-hours availability are handled. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Confirm technician, effective dates, normal hours, time off, holiday, timezone, and existing booked visits. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Add or edit the schedule exception, then review conflicts and downstream availability before saving. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Schedule changes can make booked visits invalid; resolve affected appointments and notify people as required. This orientation ends before any irreversible or customer-facing submission.
Schedule changes can make booked visits invalid; resolve affected appointments and notify people as required.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.