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Add Leave to Shifts and Shift Overrides on Calendar

Add leave for a technician assigned to shifts or shift overrides from the Calendar view. Leave blocks technician availability and removes capacity during the selected period.

Add leave from the calendar

  1. Go to Capacity management > Views > Calendar view.
  2. Select a technician's shift or shift override event.
  3. Select Add leave.
  4. Select a leave Reason.
  5. Enter the From and To dates for the leave.
  6. Optionally, enter Comments.
  7. Select Save.

Edit or delete leave

Update or cancel leave for a single technician from the calendar.

  1. Go to Capacity management > Views > Calendar view.
  2. Select a leave event from the calendar.

    Leave events have a gray background.

  3. Select Edit leave.
  4. Modify the time range and save, or select the delete icon to remove the leave record.