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Creating Schedulable Resources in L7|MASTER

Overview

When scheduling tasks, L7 Scheduling comes with four types of resources that can be assigned to tasks (personnel, workgroups, locations, and equipment). Additional resources can be made schedulable in L7|MASTER at the level of the Entity Class and Entity Type.

scheduling_CalendarNewTask_CustomResources_3_3.png

Note

If you are an administrator looking to learn how to register new personnel and create new Workgroups, see Creating Schedulable Resources in IAM.

Demo

Enabling Schedulable Entity Classes

Before an Entity Type can become a schedulable resource in L7 Scheduling, it must first belong to an Entity Class that has scheduling enabled.

When you mark an Entity Class as "schedulable", then every Entity Type assigned to it will become schedulable as well.

Procedure

  1. Navigate to L7|MASTER -> Entity Classes

  2. Create a new Entity Class or click on the name of an existing Entity Class

  3. Select the Schedulable toggle to enable scheduling in L7 Scheduling app

  4. Click Save

master_EntityClassesSchedulable_3_3.png

Disabling Schedulable Entity Types

If you don't want every Entity Type belonging to a schedulable Entity Class to appear as schedulable resources in L7 Scheduling, then you can disable individual Entity Types.

Procedure

  1. Navigate to L7|MASTER -> Entity Types

  2. Create a new Entity Type or click on the name of an existing Entity Type

  3. Select the Schedulable toggle to disable scheduling in L7 Scheduling app

  4. Click Save

master_EntityTypesSchedulable_3_3.png