Quick-start 2 - How to set up resources


The Quick-start series of articles enables you to go from setting up resources to dispatching your first job in a few short steps.

This article will take you through how to set up those resources you created during onboarding. A resource must have a contact number, a preferred method of notification, and be made available before they can receive jobs from a scheduler.

Grant Salesforce User a Skedulo license and Manage user permissions.

Step-by-step guide

Step 1

  1. To see a list of your resources, navigate to Resources > People from the navigation menu.
  2. Select a resource from the list to view their details.

Step 2

In the Details view of your chosen resource, ensure that the following fields are populated:

  1. Mobile number (including the country prefix).
  2. Preferred notification method (we recommended push but SMS is also available).
  3. Save the selections.

Step 3

Update the Availability for your resource to ensure it reflects their normal working hours. This is configured using the Availability console.

  1. Navigate to Availability > Calendar to view a list of your resources and their availability.
  2. Click the Add new button at the top-right of the calendar.
  3. Select Availability template from the dropdown.
  4. On the Patterns tab:
    1. Enter a name for the template (optional).
    2. Select the days that your resource will be generally available to work, e.g., Monday to Friday.
    3. Select the times that your resource will be generally available to work, e.g., 9:00-5:00.
    4. Click the Next button.
  5. On the Resources tab, select the resources that are to be associated with this template (a single individual recommended).
  6. Click Save to save the template.

The resource now is available to receive jobs.