How can my employees find their scheduled bookings under My Schedule?

Introduction

This article is to clarify how to set up the My Schedule calendar gadget so that employees can see the bookings they are scheduled for.

Setting Up My Schedule for a User

1. Navigate to System - Contacts and search for the user’s Contact ID.

2. Click on the List ID to open the Contact record.

3. In the Profiles section, verify if an Employee profile is present. If not, click the plus (+) sign and choose Employee from the dropdown. If already added, click on the Employee hyperlink to open the Employee record.

4. In the Employee record, insert the User's Scheduling Resource Code into the 'Resource' field. If the resource code is unknown, click the ellipses (…) to access the Group Resource List and select the desired resource.

5. Save and close the record.

Viewing Bookings in My Schedule

1. Navigate to Gadgets > My Schedule from the left-side navigator in the application. You will find all the bookings for your Resource displayed on the My Schedule window on their scheduled days. Double-clicking on a booking will open the appropriate maintenance window.

If you're having trouble finding the information you need, feel free to reach out to our support team by using the Submit a Ticket option below.