When scheduling a job, click from the Job record's General tab to see what teams The default term for a group of employees that work together. Teams as assigned to jobs, so all employees assigned to team will be work on that job. If you are tracking inventory, a team can also be a stock location. are available for work in the Availability window.
This window displays when all of your team are scheduled for work. This information can help you decide which team you will assign to the current job by determining which teams are busy - or unavailable - for the open time slot. Once you have determined the team you would like to use, close this dialog box and select the team from the Team drop-down list on the job's General Tab.
You can view availability for the day on which the job is scheduled, or for an entire week. Click the arrow buttons to change the displayed time frame.
The Availability Filter is active by default, and filters the Availability dialog box for the job's zone and skills. You can edit the filter by clicking Filter. The Availability Filter dialog box appears.
To define the Availability filter:
Select the All Active Teams option button to display all teams. Select the Only Teams servicing [zone] option button (here the "Downtown" zone) to display all teams that service the current job's zone. (Zones are linked to teams in the Team dialog box; see the Defining Team Lists section.)
Select the check box corresponding to the skills you want on the job. Only teams whose employees have all selected skills will be displayed. For example, if one of the job's services is part of the "Installation Services" Service/Product Category, and Installation Services is marked as a skill, then only employees for whom this skill is selected will appear. For more on skills, see the Skills Overview section. Note that you do not need to select any skills.
By default, the Availability dialog box displays all scheduled jobs. Select the Work Hours and/or Hours Marked "Unavailable" to display these on the Availability dialog box as well.
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Click OK. The filter settings are applied.
See Also: Jobs General Tab