Manage Breaks on Calendar

Manage technician breaks from the Calendar view. Breaks reduce technician availability during defined periods within a work schedule.

You can use breaks for lunch periods, inventory activities, training, meetings, and other non-dispatchable activities.

Add breaks in bulk

Add breaks for multiple technicians at once.

1. Go to Capacity management > Views > Calendar view.
2. Select Bulk actions > Define breaks.
3. Optionally, select an Event color.
4. Enter the break Name.
5. Enter the Start on date and From and To times for the break.

6. Optionally, turn on Repeats.

   This feature schedules the break 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.

7. Select technicians to assign the break to.
8. Select how to handle conflicts with:
   • Breaks: Cancel break or replace existing break
   • Leave: Cancel break or cancel existing leave
   • Default shift breaks: Cancel break or remove technicians from existing default shift break
9. Select Save.

Add a break from the calendar

Add breaks to a shift or shift override from the calendar.

1. Go to Capacity management > Views > Calendar view.
2. Select a shift or shift override event.
3. Select Add break.
4. Optionally, select an Event color.
5. Enter the break Name.
6. Enter the Start on date and From and To times for the break.

7. Optionally, turn on Repeats.

   This feature schedules the break 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.

8. Select Save.

Edit a break

1. Go to Capacity management > Views > Calendar view.
2. Select a break event from the calendar.
3. Select Edit break.
4. Modify the settings.

5. Select an update option:

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

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

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

6. Select Save.

Delete a break

1. Go to Capacity management > Views > Calendar view.
2. Select a break event from the calendar.
3. Select Edit break.
4. Select the Delete icon.

5. Select a delete option:

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

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

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

6. Select Delete.