Manage scheduling zone associations

To manage daily geographic coverage, link teams to specific scheduling zones. To ensure resource allocation adjusts as operational demands change, use a flexible, date-based approach.

Search for scheduling zone associations

To view or modify the status of assignments for a specific day and operation center:

1. Navigate to the Features > Core > Resource management > Scheduling Zones Association.

2. In the Filters panel, select:

   • Operation center.

   • Date.

3. If needed, select:

   • Team: Select one or more specific teams.

   • Unassigned teams: Check to include teams without assignments.

   • Unassigned zones: Check to include zones without assignments..

4. Click Search.

Create associations

Rapidly assign work orders (WOs) to teams or zones:

1. In the Filters panel, perform a search.

   • See Search for scheduling zone associations.

2. Make an association:

   • To link a team to a zone, click and drag a record from the Teams table to another record in the Scheduling area table, and release.

   • To link a zone to a team, click and hold a record from the Scheduling areas table to another record in the Teams table.

Manage associations details

To manage details, like remove existing associations or use a dual-list selection for multiple assignments:

1. In the Filters panel, perform a search.

   • See Search for scheduling zone associations.

2. To manage by team:

   • In the teams table, locate the specific team.

   • Click the Three dots menu.

3. To manage by zone:

   • In the zones table, locate the specific zone.

   • Click the Three dots menu.

4. In the pop-up, to create links, move WOs from the Available panel to the Associated panel.

   • Note: To remove links, move items from the Associated panel to the Available panel.

5. Click Save.

Duplicate associations across a period

To save time, replicate a specific day's configuration in the future for one or more teams:

1. In the Filters panel, perform a search.

   • See Search for scheduling zone associations.

2. In the teams table, to select one or more teams, click the checkboxes next to their names.

3. In the context menu, click the Duplicate period button.

4. In the duplicate parameters pop-up, locate the New period section.

5. For the destination range, enter the start date and end date.

6. Click Duplicate.