Identifying Over-allocated Resources

You can allow for the over-allocation of resources for appointments by using a global setup option in Settings. Resources are considered over-allocated when their number of hours exceeds their shift hours plus their allowed extended hours.

When a resource is over-allocated, the resource name in the Schedule area of the schedule board is updated to a pale red.

Generate resource reports

You can create two types of technician reports: one shows a daily view of appointments and the other shows a monthly view of appointments.

1. On the button bar, choose Reports. The Technician Report window is displayed.
2. Choose to run a daily or monthly report.
3. Select a technician.
4. Enter the date ranges:
   • To create a daily report, select a start date and enter the number of days that the report should cover.
   • To create a monthly report, enter the month and year for the report.
5. Choose View Report. The report is displayed.
6. Choose a printing option:
   • Choose Print to print the report.
   • Choose Page Setup to change the print properties.
   • Choose Print Preview to view an onscreen, printable version of the report.