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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Want to stop resource from getting booked if has time off request

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Posted on by 836

I need to stop the scheduling of a resource if he has approved time of request in that time. Please let me know How I can do it. I want that when we are dragging work order on schedule board and try making a booking, we should not be able to book him on schedule board on his timeoff request period, right now I am able to do his booking even when he has time off request approved.

Any help?

Thanks

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  • Suggested answer
    Al Iggs Profile Picture
    on at

    The idea behind the schedule board is that the dispatcher always has the absolute power, i.e. can even book a resource during time-off.

    The only way to avoid this is creating booking rule, which will be considered by drag and drop and the Schedule Assistant. The rule can then present a warning or prevent the creation/update of the booking.

    Checking the work hours of a resource in your rule's code might be a bigger development effort, what you might want to consider is reflecting the time-off with a separate (dummy) booking. This (1) makes it easier for a dispatcher to distinguish between regular non-working hours and time-off and (2) will likely be easier to check in your booking rule.

    Documentation can be found at docs.microsoft.com/.../set-up-booking-rules and if you do a search in this forum you might also find code samples.

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