Create event types to display on the team calendar with Workforce Optimization for Field Service

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create multiple events from the same category and add them to the team calendar with Workforce Optimization for Field Service.

    Vorbereitungen

    Role required: sn_shift_planning.admin

    Warum und wann dieser Vorgang ausgeführt wird

    The following event category configurations are available by default:
    • Work
    • Meeting
    • Training
    • Break
    • Time Off
    • Actual Work
    • Personal

    Prozedur

    1. Navigate to All > Workforce Optimization for Field Service > Scheduling > Event Configuration.
    2. Click New.
    3. On the form, fill in the fields.
    Tabelle : 1. Event Type
    Field Description
    Name Unique name for the event type.
    Category Type of event, for example, meeting, break, or time off.
    Priority Order Priority of the event type that you want to exclude from the coverage. The higher the number the higher the priority.

    For example, say you are attending a work event for four hours in a day. You have marked that time window both as time off and as a meeting event type. If time off has a higher order of priority, then the application excludes that event type from coverage.
    Color Color that identifies this type of event in the team calendar.
    1. Click Submit.