Configuring Resource Scheduling

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create equipment categories and instances to use when assigning crews or work order tasks.

    Assign equipment to crews or work order tasks to ensure crews are appropriately equipped. Add equipment requirements to work order tasks to confirm equipment needs are met. Check in, check out, or report equipment breakdowns on the Now Mobile Agent application.

    Configuration overview

    The steps for setting up resource scheduling are:
    1. Activate Resource Scheduling

      Activate the Resource Scheduling plugin.

    2. Create an equipment category

      Create equipment categories to organize types of equipment that can be assigned to crews.

    3. Create an equipment instance

      Create equipment instances with unique identifiers to assign to crews or work order tasks.

    4. Add skills to an equipment instance

      Add skills to equipment to ensure only skilled, certified, or trained personnel are assigned the equipment.