Configuring Resource Scheduling

Create equipment categories and instances to use when assigning crews or work order tasks.

Assign equipment to crews or work order tasks to ensure crews are appropriately equipped. Add equipment requirements to work order tasks to confirm equipment needs are met. Check in, check out, or report equipment breakdowns on the Now Mobile Agent application.

Configuration overview

The steps for setting up resource scheduling are:

1. Activate Resource Scheduling

   Activate the Resource Scheduling plugin.

2. Create an equipment category

   Create equipment categories to organize types of equipment that can be assigned to crews.

3. Create an equipment instance

   Create equipment instances with unique identifiers to assign to crews or work order tasks.

4. Add skills to an equipment instance

   Add skills to equipment to ensure only skilled, certified, or trained personnel are assigned the equipment.