Resources Not Available
If a resource is not available for a certain time period that is not recurring, you can reflect it in the schedule book using the "Resource Unavailable" tool.
For example, this should be used for doctor's appointments, meetings, etc.
1. Open Setup > Scheduling > Resource Unavailable
A. Select a Resource from the dropdown.
B. Click the green plus sign.
C. Type the reason for the unavailability
D. Put in the dates (this should be the same day, any consecutive days off should be put in through the absence requests in Nexsyis)
E. Enter the time frame where the resource is not available.
Click save.
NOTE: DO NOT CLICK THE RECURRING CHECK BOX. IF A RESOURCE WILL BE OUT FOR A CERTAIN TIME PERIOD EVERY DAY, IT SHOULD BE BUILT INTO THEIR RESOURCE APPOINTMENT SCHEDULE. SEE SCHEDULING SETUP
- On the Schedule Book, click the "Show Unavailable" toggle.
- The side bar on the left will show any resources that will be out at anytime on that day.
- There will not be any slots for the resources during the time they are unavailable.
In the example below, there are not any open slots for Jose between 12pm - 2 pm.