Skedulo Plus product extension - Self-scheduling

Enable resources to self-schedule jobs allocated to them in the mobile app.

Overview

Name Self-scheduling
Description Allows resources to schedule or re-schedule any assigned jobs if the current dates or times are no longer suitable or if no date and time have been set.
Use case For businesses that want their resources to be able to have full control over when work gets done.
Skedulo platform Skedulo Pulse Platform and Skedulo for Salesforce
Mode Online
Type Global (accessed from the More menu in the mobile app)

Prerequisites

  • You must be a resource or user who has access to the Skedulo Plus mobile app.
  • Administrators have installed the skedulo-extension/self-scheduling-online extension. See Install a Skedulo Plus product extension.

Access the extension (form) on the Skedulo Plus mobile app

To access the form after it has been installed, do the following steps:

  • Tap More, then tap Self scheduling.
self-scheduling form in the more menu

Schedule a job that is allocated to you

Resources can schedule jobs that are allocated to them, but that do not currently have a start date and time.

To self-schedule a job, do the following steps:

  1. Tap More, then tap Self scheduling.
  2. Tap Unscheduled jobs.
  3. Tap the job you want to schedule.
  4. Select the date and time for the job to start.
  5. Click Back.

All the data is saved and the job is waiting for schedulers to dispatch.

To reschedule jobs

Resources can schedule jobs allocated and dispatched to them that currently do not have a start date and time.

To reschedule a job, do the following steps:

  1. Tap More, then tap Self scheduling.
  2. Tap Scheduled jobs.
  3. Tap the job you want to schedule.
  4. Select the date and time to schedule your job.
  5. Click Back.

All the data is saved and you can see the job on the Agenda screen.