My Schedule Tab [User Profile]

The My Schedule tab allows Resource users to set and manage their own Resource Schedule. Resource users are anyone with an active Resource Schedule assigned to them. Resource Schedules are created by your organization, assigned to your profile, and are made up of working hours, administrative time, breaks, appointment blocks, and/or out-of-office hours. This article focuses on how you can customize your Resource Schedule.

Important
Only Super Admins can create and delete resource schedules. Other users can only edit their existing schedules.

Configure Your Schedule 

Let’s review how to edit your schedule.  

1. Click on your initials and select Profile.
   
2. Open the My Schedule tab.
3. Users with an assigned schedule can see their Resource Schedule and can make updates to their working hours, activity blocks, and out-of-office hours.
   1. If you see a message that says “there is no schedule configured” when trying to update your Resource Schedule, reach out to a Super Admin or user with the Manage Schedule Settings role. They must configure a default template for you before you can use this feature to make customizations.
   2. If you have more than one schedule configured for your profile, you will see a list with all your schedules. Hover over the desired schedule and click on the View icon.
4. Edit Activities: Any user can make updates to the activities assigned by their resource schedule.
   • Add New Activity: You can add as many new activities as you need using the + Add button if the activity types follow their established rules. Check out the Add Activities section of the Schedule Templates article for a deep dive into adding Activities and insight into error messages and how to resolve them.  
   • Edit Activity: Use the Edit icon to make changes to the Activity Name, Effective Dates, Start/End Times, and Recurrence.
   • Delete Activity: Using the Trash icon to remove activities that are no longer needed.
   • Note that only Super Admins can update the Resource Schedule fields like Template and effective dates. 

There is no Schedule Configured 

If you receive the “There is no schedule configured” message when trying to update your Resource Schedule, please reach out to a Super Admin or user with the Manage Schedule Settings permission. They must configure a default template for you before you can use this feature to make customizations.

Super Admins, Manage Schedule Settings 

Super Admins and users with the Manage Schedule Settings can access and update all Resource Schedules from the My Schedule Tab. 

Additionally, Super Admins are the only users who can delete resource schedules and make changes to fields such as Template and Effective Dates.