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Scheduling leave and other events
Scheduling leave and other events

How to add leave, toolbox meetings, break, RDO for field users in the scheduler

Teresa Bui avatar
Written by Teresa Bui
Updated this week

Setup

You will need the following permission in your security group: Can create and update appointments.

Click here to learn about permissions and security groups.


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How to schedule leave and other non-task events in the scheduler

1. Navigate to the Scheduler and click + Create non-task event.

2. Then select:

  • Technician: A user with the Technician security group

  • Type: Select from available types or add more in Control Panel > Task session types.

  • Start and End date/time.

  • Multiplier: Set in Control Panel > Rate Multipliers.

Add Notes if needed, then click Create and Submit or + Create.

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