Special Function: Resource Availability Checking

Lucity can help users avoid double-booking human and equipment resources by checking whether the resources are already assigned to another Work Order or otherwise unavailable during that time. The Resource Availability Checking feature helps agencies balance their work loads and ensure that work is assigned and accomplished efficiently.
 

What Lucity Checks

Lucity compares the Work Order Resource's Start Date and End Date against the following data sources to determine whether any conflicts exist:

• Work Orders > Task > Employee or Equipment records - This check helps users avoid assigning the resource during a time when it is already committed to another Work Order.
• Work Employee Setup > Availability records - This check helps users avoid assigning work to an employee who is on vacation or otherwise unavailable for assignment.
• Work Equipment Setup > Availability records - This check helps users avoid assigning equipment to work when it is either out of service or being loaned to another department.
   

Setup

• Resource Availability Checking is enabled by default.
• To disable the function, turn on the "Disable Resource Availablity Checking" Work Option.
   

How It Works

1. Add an Employee or Equipment record to a Work Order as a Task > Resource.
2. Enter the Res Start Date and Res End Date.
   • The date values must represent today or a future date. The system does not check resource availability for past (complete) work.
3. Click to save the record. If the Resource appears on another Work Order within the Res Start Date/Res End Date range or on an Availability record within the same Start Date/End Date range, the following pop-up appears:

   

4. Click Accept to create the Resource record as currently scheduled.
5. Click Cancel to go back to the record and modify the schedule.