NextGen FSM
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Monitor Fixed Teams

Fixed teams look perfect on paper, but reality is messy and requires daily adjustments for sick leave, vacations, or temporary swaps. The Team Monitor provides a UI for dispatchers to manage daily rosters without altering the master data, allowing day-specific overwrites to calendar availability.

Follow the UI path

All instructions start on this system path:

Features > Core > Resource Management > Teams Monitor

Manage team calendars and compositions

To view and edit the composition of each team:

  1. In the Search Parameters, enter the Operations Center, Team Type, and Start Date, then click Search.

  2. To batch-create daily calendar availability based on master data, click Generate from Base.

  3. To copy a previous period's calendar, click Duplicate Period.

  4. To modify team composition for a single day (e.g., removing a sick employee):

    • Right-click a specific day and select Edit composition for day xxxx.

    • Right-click a specific resource and select Remove.

    • To add a replacement, move an available resource from the Resources table on the right into the team cell on the left.

    • Right-click a resource to Set Team Leader if needed.

  5. Click Save Configuration.