Loan a Resource to another Operations Center

Audience: Dispatchers, admins, etc.

To meet shifting needs, temporarily transfer a resource and their availability to another operations center (OC). When there is a staffing shortage or an increased demand, an OC can loan a resource from a neighboring OC which has excess capacity without causing scheduling conflicts. 

Prerequisite

(Optional) To better understand how resource loans work and affect your system, see Understand how resource loans work.

Follow the UI path

All instructions start on this system path:

Features > Core > Resource Management > Resource Loan

Loan a resource to another operations center

Important: During the loan period, the resource is unavailable in the original OC.

To allow another OC to borrow a resource:

1. On the Resource loan page, either:

   • Click the + Generate Loan button.

   • In the Resources of operations center list, click on the + icon next to a resource.

2. In the Loan resource window, enter:

   • Source operations center: The resource’s original operations’ center.

   • Destination operations center: The operations center the resource will be loaned to.

   • Resource: The technician that will be loaned to the center.

   • Loan start date: The day the resource loan begins.

   • Loan end date: The day the resource loan ends.

   • Loan start time: The time of day the resource loan begins.

   • Loan end time: The time of day the resource loan ends. 

   • Loan type: The type of resource loan it is.

3. To see if the loan is possible with their current schedule and activities, click Check loan.

   • If there are no schedule conflicts, the circle icon turns green.

     • Note: Although the verified check is positive, if the resource you want to loan has WOs assigned from the old OC that are not validated, they have to be manually unscheduled.

   • If there are schedule conflicts, the verified check turns red and the loan cannot continue. 

4. Click Execute.

Note: When you loan a resource, a new calendar slot is created in the destination OC, but their daily plan is still visible in their home OC, set as “Unavailable / On loan”.

Edit a loan

To make changes to a loan:

1. On the Resource loan page, go to the Resources of operations center list.

2. To the far right of a resource’s row, click the Three dots menu.

3. Click Modify loan.

Delete a loan

To cancel a resource loan:

1. On the Resource loan page, go to the Resources of operations center list.

2. To the far right of a resource’s row, click the Three dots menu.

3. Click Delete loan.