Adding a Time Block

Introduction

A Time Block tells you when a staff person is not available during work hours (e.g. annual leave, sick leave, etc.). This is different from a Task, which marks time on the Scheduler board and tells you when a staff person is doing non-billable work (e.g. dropping off a vehicle for regular maintenance).

Located on the Scheduler board, the Time Block tool lets you:

• name the reason for time off
• assign staff name
• identify the start and end dates and times.

1 Locating the Scheduler board

You can access the Time Block tool from the Scheduler board.

1. Scroll up to the top of the page and locate the main menu bar.
2. Click Scheduler. The Scheduler board displays.
3. Locate the blue buttons at the top of the page.
4. Click ADD JOB. A job panel displays on the left side of the page.

2 Opening the Time Block panel

With the job panel open, click the TIME BLOCK tab in the top menu.

3 Creating a Time Block

1. Enter information inside the Time Block panel.
2. Click Save.

4 Viewing a Time Block

To view the Time Block on the Scheduler board, select the correct date in the Date Picker.

5 Updating a Time Block

All information inside a Time block with a future start date can be updated.

1. To change the assigned staff, go to the Scheduler board and drag the Time Block to a new staff person.
2. Click a Time Block on the Scheduler board one time to open the Details panel. This where you can update information like start time and description.
3. Click Update to save.

Time blocks which involve past activities can be partially updated. You can’t change staff allocations, but you can modify information in the DETAILS panel.