NextGen FSM
NextGen FSM
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Configure the Work Calendar

Audience: Dispatchers

To execute and debrief activities, manage resource shifts and availability. Configure shifts, sequences, on-call availability, and planned absences. Accurately calculate technician workloads, minimize scheduling conflicts, and ensure that automated dispatching logic is always based on real-time resource availability.

Follow the UI path

All following instructions start from this system path:

Features > Core > Resource Management > Resources Work Calendar

Search existing calendars

To search for existing work calendars:

  1. On the Resources work calendar page, in the right filter panel, enter your operations center and any desired filter parameters:

  2. Click Search. 

Notes:

  • The grid displays resources in rows and days in columns. 

  • Each cell shows active shifts in specific codes and colors.

Understand tooltips

Hover over work entries on a resource’s calendar to see information about their shift, such as:

  • Shift: The code of the work shift assigned to the resource on that day.

  • Date: The selected calendar date.

  • Reference day: The day to display the shift.

  • Start: The shift start date and time.

  • End: The shift end date and time.

  • Schedule: The resource’s work schedule on that day.

  • Departure: The resource’s departure address on that day.

  • Arrival: The resource’s arrival address on that day.

  • Warning: Possible warning messages related to the selected shift.

Assign shifts to resources

To assign shifts:

  1. In the Shift dashboard panel, click the Add shifts icon. 

  2. In the pop-up, select a tab:

    • Work shifts: Define standard working hours and allow activities to be scheduled.

    • On duty availability: This on-call status prohibits standard activity scheduling.

    • Absences: Unavailable slots can be based on days or intervals.

    • Extra presence: Overtime automatically creates a shift for scheduling.

    • Work shift sequences: Apply pre-defined patterns in bulk.

      • For example, a shift could be a 14-day rotating shift.

  3. Select an option in any of the tabs.

  4. Drag the option onto a resource’s calendar.

    • Optional: If a shift already exists, click either:

      • Overwrite.

      • Add.

Note: As you drag the option, you must define the start date, end date, and whether to consider public holidays.

Advanced options

Right-click a specific entry in the calendar grid to access detailed management features:

Modify shift

To modify the shift:

  1. In the calendar, right-click the entry.

  2. Click Modify.

  3. Edit these options:

    • Movement type: Change the transport mode (and travel speed) for that day.

    • Clocking type: Define if the resource must clock in or out for this specific shift.

    • Break management: Set the lunch break to either:

      • Rigid: The exact time.

      • Dynamic: Flexible based on workload.

    • Work schedule types: Note if the day starts or ends with a transfer or directly on-site.

Duplicate an interval or resource

Right-click a specific resource in the calendar grid to access detailed management features:

  • Duplicate interval: Copy a week's schedule to a future period. 

    • Note: You can choose to skip public holidays.

  • Duplicate resource: Copy a resource’s calendar to multiple resources in an OC.

What’s next