My Schedule is a calendar view displaying the number of open requests,
problems, changes, tasks and reminders assigned to a technician for a
given month. The calendar also shows the availability of the technician
for a specific day in a given month.
The My Schedule calendar can be viewed by All Technicians.
administrator has the ability
to view the number of open requests/ tasks/ problems / changes and availability
Technicians in All Site.
Site Admin has the privilege to
view the number of open requests/tasks/problems/changes and availability
of technicians only in his site.
Technician can view only his open requests/ tasks/ problems/ changes and
To view the My Schedule calendar,
Login to ServiceDesk
Plus application using your username and password.
In the home page,
click Scheduler tab beside My
View tab (OR)
Click Quick Actions
-> My Schedule under the schedule block.
This opens the Schedule Calendar.
By default, the calendar shows the number of open requests, problems,
changes, tasks and reminders assigned to you as shown below,
Schedule Calendar shows the current month
and year along with the navigation
buttons on the left hand side of the page.
Navigation buttons helps to navigate
to the previous and the forth coming months.
current date is marked in separate border.
an administrator all the sites should be listed along with its
corresponding groups and technicians loaded in the drop down field.
For a Site Admin, the site
for which he is the administrator gets listed in the drop down box along
with its corresponding groups and technicians.
Technician can view only
his open requests, problems, changes, tasks and reminders.
of Open Requests, problems, changes and task assigned to the technicians
for a specific date in a given month can be viewed.
of the technician is indicated in a different color.
The company holidays
and weekends is marked in a separate.
My Schedule, you can perform actions such as,
It is essential to keep a track of technicians on leave so that work
is not assigned to them for that particular day. To mark leave,
From My Schedule,
hover over the day on which you want to mark leave. The list of icons
gets displayed on the right hand side below the date. Click Mark
Leave icon. This opens the Mark
Unavailability pop-up window as shown below,
The name of the Technician is displayed in non-editable
Select the Leave
Type from the combo box. For ex. Casual Leave, Sick Leave etc.
Select the From
and To date of leave from the
Specify any relevant
Comments regarding the leave.
The technician's holiday is indicated in a different color.
Leave can be marked to other technicians
using Technician Availability
Chart. You can configure your leave by clicking Quick
Actions -> Mark Unavailability
under the scheduler block. This opens the Mark Unavailability pop up window.
the above steps to mark leave.
If you wish to edit or cancel a leave
From the schedule
calendar, hover over on the day the technician is on leave. Click the
Edit leave icon
on the right hand side below the date. This opens the Mark
Unavailability pop-up window.
on making the changes.
If you wish to cancel
the leave then click Cancel Leave.
The leave gets cancelled.
NOTE: For continuous holidays,
the entire series gets cancelled.
You can also add, view and re-assign
the tasks to other technicians. The tasks can be added to technicians
for the current day and the forth coming days. To add task refer Add
The reminder option is available only
for the logged in technician, that is, if the logged in technician is
an administrator then the reminders of other technicians cannot be viewed
by him. To know more on reminders refer Reminders.
Requests / Tasks / Problems / Changes
The number open requests, tasks, problems
and changes assigned to you gets listed in the calendar, by default. To
view the details of the request/tasks/problem/change, click the link corresponding
to the requests/task/problems/changes to be viewed for a specific day.
Re-assigning Requests / Tasks / Problems / Changes
The requests, tasks, problems or changes
assigned to a particular technician can be re-assigned to other technicians.
For example, if requests are assigned to a technician for a specific day and
if the technician is unavailable on that day, then the request can be
re-assigned to other technicians. Similarly tasks, problems and changes
can be re-assigned.
To re-assign requests/tasks/problems/changes,
Click the requests/problems/tasks/changes
on the day, of the corresponding technician you want to re-assign from
the Schedule Calendar. This lists out all the open request for that day.
Enable the check
box adjacent to the request which you want to re-assign.
Select the technician
from the combo box to whom the task is re-assigned. Click Re-assign
button. The task is re-assigned to the technician.