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.
- On the button bar, select Reports. The Technician Report window is displayed.
- Select to run a daily or monthly report.
- Select a technician.
- 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.
- Select View Report. The report is displayed.
- Select a printing option:
- Select Print to print the report.
- Select Page Setup to change the print properties.
- Select Print Preview to view an onscreen, printable version of the report.