To add an available slot to a resource diary

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The procedure to add an available slot to a resource diary is as follows:

  1. Navigate to Quick Menu > System > Configuration > Diaries. The Diary Details window is displayed.
  2. Expand a calendar heading from the alphabetical list and select an associated resource diary, or type its name into the Search Diary field. By default the list is filtered to show Current linked diaries. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All 1.
  3. Click on Diary Slots (or Diary Times). The Diary Slots (or Diary Times) tab is activated 2.
  4. Click on New Diary Slot (or New Diary Time). The Select Start and End Times window is displayed.
  5. Using the Select day drop-down field, choose the first day of the week on which an available slot will be added.
  6. Enter the Start time and End time for the available slot using the adjacent clock icons () or type in the values directly i.e. to reflect the actual hours of service for the resource on that day 3.
  7. Choose an Effective from date for these hours of service i.e. the date on which the available slot came into effect for that day 4.
  8. Choose an Effective to date if a subsequent change to the hours of service is expected; a blank field means the current availability will be ongoing.
  9. Use the Comments field to add contextual information in support of the hours of service availability.
  10. Click on Save. The new hours of service are displayed in the active diary view, within the effective period.
  11. Repeat steps 4 through 10 to add further slots to the remaining days of the week; parallel slots may also be added within the same day to reflect multiple contractor resources.


Note

1 The Search Diary field will match against any element of the resource diary name.

2 The Slot based diary booking attribute assigned to the resource diary will determine the form label.

3 Only time periods within the associated calendar structure can be recorded; the permitted time entry format is HH:MM.

4 The Effective from date defaults to the current system date and cannot be left blank.


See related topics...

To edit an available slot within a resource diary

To create a resource diary

To create a calendar structure

To add a resource diary definition

To book unavailable time within a resource diary slot