Manage Shift Overrides on Calendar

Manage shift overrides from the Calendar view. Shift overrides temporarily change technician assigned to a shift, based on their region, task type assignments, or work schedule.

Create a shift override

1. Go to Capacity management > Views > Calendar view.
2. Select Bulk actions > Create shift override.

3. Optionally, turn on Link to capacity request.

   This feature uses the override to fulfill a capacity request. If turned on:

   1. Select the Capacity request ID to associate.

   2. Note the Number of technicians required based on request for step #9.

4. Enter the Start on date and From and To times for the shift override.

5. Optionally, turn on Repeats.

   This feature schedules the shift override on a recurring basis. If turned on:

   1. Select the Recurrence (for example, Daily, Weekly, and so on).

   2. Select when the recurrence applies (for example, on a daily recurrence select the days of the week it applies to).

   3. Enter the Until date.

6. Select the Region and the Task type to filter technicians by.
7. Optionally, enter a Temporary address for the base location.

8. Select Show technicians.

   Technicians display based on Region and Task type filters.

9. Select the technicians to assign.

   To fulfill a capacity request, select the number of technicians shown in Link to capacity request.

10. Select how to handle conflicts with:
    • Overrides: Cancel override or replace existing override
    • Overtime: Cancel override or cancel existing overtime
    • Leave: Cancel override or cancel existing leave
11. Select Save.

Edit a shift override

1. Go to Capacity management > Views > Calendar view.

2. Select a technician's shift override event.

   Shift overrides have a blue background on the calendar.

3. Select Edit shift override.
4. Modify the settings.

5. Select an update option:

   • Single technician's override: Only updates the selected override for the selected technician.

   • Single technician's series: Updates the selected override and all future instances of the override for the selected technician.

   • Complete series: Updates the selected override and all future instances of the override for all assigned technicians.

6. Select Save.

Delete a shift override

1. Go to Capacity management > Views > Calendar view.

2. Select a technician's shift override event.

   Shift overrides have a blue background on the calendar.

3. Select the Delete icon.

4. Select a delete option:

   • Single technician's override: Only deletes the selected override for the selected technician.

   • Single technician's series: Deletes the selected override and all future instances of the override for the selected technician.

   • Complete series: Deletes the selected override and all future instances of the override for all assigned technicians.

5. Select Delete.