Create a personal event

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Enable agents and managers to efficiently schedule events, including time off and appointments, through Workforce. Additionally, managers have the capability to organize meetings and schedule time off and training.

    Before you begin

    Role required: wm_agent, wm_manager

    About this task

    Agents can only create personal events for themselves, while managers can create events for anyone they manage.

    Procedure

    1. Navigate to Workforce.
      • Managers, navigate to All > Field Service > Manager > Workforce.
      • Agents, navigate to All > Field Service > Agent > Workforce.
      • If Workforce Optimization is installed and activated, navigate to Workspaces > Manager Workspace > Workforce.
    2. Click the Event Management icon in the right side panel.
    3. On the form, fill in the fields.
    4. Click Save.
      Note:

      When an event is created in Workforce, its data is stored in the cmn_schedule table, and the associated time spans are stored in the cmn_schedule_span table.

      • cmn_schedule contains the overall schedule record for the event.
      • cmn_schedule_span stores the individual time segments that define the event’s duration.

      To verify that an event has been successfully created, check for its record in the cmn_schedule table and confirm that the corresponding spans exist in cmn_schedule_span.