Create a Capacity Request

Use capacity requests to temporarily increase appointment availability before additional technician capacity becomes available.

When you add capacity, the system creates a capacity request record. Learn how to manage capacity requests.

Add capacity from the toolbar

1. Select Capacity management > Views > Points view > Add capacity.
2. Select the Region and Task type.
3. Select the Start on date.
4. Select a request Type:
   • Exact time: Specify the From and To times for the capacity request.
   • Appointment window: Select an appointment window or slot for the capacity request.

5. Optionally, turn on Repeats.

   This feature schedules the capacity request 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. Enter points in Capacity requested per slot/appointment window.
7. Optionally, enter Comments.

8. Select Save.

   The system creates the capacity request. Managers and administrators create overtime or shift overrides to fulfill capacity requests.

Add capacity from the Manually added column

1. Select Capacity management > Views > Points view.
2. Filter the Points view by Date, Region, and Task type.
3. Enter capacity values in the Manually added column for an appointment window or slot.
4. Select Submit request.
5. Optionally, enter Comments.

6. Select Submit.

   The system creates the capacity request. Managers and administrators create overtime or shift overrides to fulfill capacity requests.