Navigate Asset and Labour Schedulers

Use the Labour Scheduler for people and the Asset Scheduler for equipment. Bookings belong to a resource row and a date; always check both before changing work.

Change scheduler or week

1. Click the icon beside the scheduler title, labelled Switch to Labour or Switch to Asset, to open the other scheduler.
2. Click This Week to return to the current week. Use the left or right week arrow for the previous or next week.
3. Click the calendar icon (Select Date on a narrow screen), select a date in the intended week and click OK. The week runs Monday to Sunday. Cancel closes the calendar without selecting another week.
4. Enter the resource name in the scheduler search to find its row.

On a narrow screen, Previous Days and Next Days move through the visible days of the selected week. The day indicator shows which part of the seven-day week is visible; these controls do not move to another week.

Switch single-week and multi-week views

1. On desktop, click a week heading in multi-week view to zoom into that week.
2. Click the week heading in single-week view to return to multi-week view.
3. On a narrow screen, open Options and choose Single-week view or Multi-week view instead.

Multi-week view offers inline date selection. Single-week view shows more booking detail. Their click actions differ; see creating assignments and editing assignments.

Open customers and contracts

1. Click All Contracts in the header, or open Options and choose All Contracts on a narrow screen.
2. In the selector, choose a customer, then the intended contract.
3. Check the selected identity. Opening the selector alone does not create a booking. Arrange rows and display details if the board is difficult to scan.

FAQ