Fields and resources

Schedule

The dated planning period and source snapshot behind a solution frontier with different time-window and capacity policies.

Used in steps: 4 Visit and shift planning, 6 Published schedule

New schedule dialog with unit, period and settings

Schedule

Guide

See how to choose a unit, review the automatically suggested details, and start a solution frontier from one frozen source snapshot.

1. Start the create-schedule flow.
2. Choose a unit.
3. Review the suggested name and period; open Details to edit them or view the data check.
4. Start Standing data, Coverage, and Efficiency.

New schedule dialog with unit, period and settings

Fields and use

Field	Level	Why it matters	Used for
Unit	First schedule	Determines which team is planned.	Materialization, metrics, and access.
Period	First schedule	Suggested automatically with the schedule name and editable under Details.	Visits, shifts, and solution comparison.
Solution frontier	Better metrics	Creates Standing data as the control, Coverage, and N Efficiency rungs from one frozen source snapshot. Each level gets its own time-window and capacity policy.	Control, trade-off review, and an informed choice.

Where it appears

New schedule dialog with unit, period and settings — Create a schedule for a unit and period.The dialog gathers unit, period, visit flex, transport and readiness before the schedule is created.

Compare panel with assigned and client-time sliders and a list of solutions — Find a better solution for the same week without leaving the calendar.The panel sets the open solution against the schedule's other solutions with client time, assigned, continuity and paid time.

Calendar of resource capacity use by time interval — Compare planned resource use across the day.The view shows resource utilization from the calendar’s selected result.