Edit resource details and internal notes

Resource details apply to the person or asset. A dated scheduler note belongs to a particular date instead of the general resource Notes field.

Edit a name, mobile number or asset ID

1. Click the resource name in the scheduler row. Alternatively, right-click its resource header and choose Edit Worker or Edit Asset.
2. Click Full Name or Asset Name, enter the replacement and press Enter or move focus out of the field. That field change is submitted immediately.
3. Click Mobile Number or Asset ID Number and submit the same way.
4. Close the resource panel with its cross when finished. Closing the panel does not undo a field change already submitted.

For example, correct TH-04 to TH-004 on the existing asset rather than adding another asset.

Save general resource notes

1. Open the resource panel and click the Notes area or pencil.
2. Enter the note, such as Collect keys from the depot.
3. Click Save to persist the changed note. If saving fails, the note editor remains open with the error.

Add, edit or delete a dated note

1. Right-click the resource's scheduler date cell and choose Add Note, or Edit Note where a note exists.
2. Check Date. To change it, click the date field, select the day in the calendar and click OK.
3. Enter the text in Note and click Save. Cancel closes without saving this draft; Ctrl+Enter also saves an enabled draft.
4. For an existing note, click Audit Log to read its edit history and Close to leave the history.
5. To delete an existing dated note, click its bin button and confirm deletion in the confirmation dialog. This deletes the note, not the resource or booking.

Use Assignment Overview to change the assignment purpose or start time for work on that date.

FAQ