Show that an agent is busy with a non-work order event

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Block time on agent calendars for events that aren’t related to work orders.

    Before you begin

    Role required: wm_dispatcher

    About this task

    Dispatchers can use non-work order personal events to show an agent is busy. For example, if an agent is in training all day, you can use a personal event to show an agent is busy on the calendar in Dispatcher Workspace.

    For information on editing or deleting personal events, see Edit or delete a non-work order event.

    Note:
    You can't create recurring personal events.

    Procedure

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. Select Dispatcher Workspace.
    3. Select the Event management Event Management icon.
    4. On the form, fill in the fields.
      Table 1. New event fields
      User The user that the event applies to. You can add more than one user to the event.
      Event title The title of the event shown on the calendar in Dispatcher Workspace.
      Type The type of event you're creating.
      Show as The status that shows for the agent or agents during the event.
      Start The start time for the event
      End The end time for the event.
      All day event Option to indicate that the event lasts the entire day.
    5. Select Save.