Enabling an entity for scheduling allows dispatchers to schedule the requirements related to that entity to the matching resources.

Prerequisites

• Field Service - Administrator orSystem Administrator security role.

Enable an entity for scheduling

1. In Resource Scheduling, change to theSettings area. UnderScheduling, selectAdministration. SelectEnable Resource Scheduling for Entities.

   

2. In theEnable New Entity section, underAdd Entity, choose an entity from the list.

   Tip

   If the entity you want to enable doesn't show in list, update theCan be customized setting toTrue forthe managed property.

3. ForBooking Relationship andRequirement Relationship, chooseCreate New Relationship. Or, if you have an existing relationship to thebookable resource booking orresource requirement entities, select it.

4. SelectPublish Customization.

Disable scheduling for an enabled entity

Turn off scheduling for a previously enabled entity.

1. In Resource Scheduling, change to theSettings area. UnderScheduling, selectAdministration. SelectEnable Resource Scheduling for Entities.

2. In theEnabled Entities section, double-click the entity you want to disable.

   

3. A new tab with the booking setup metadata for the selected entity opens. SelectDeactivate in the command bar and confirm the deactivation.

Edit settings for enabled entities

Edit booking settings for entities you enabled for scheduling.

1. In Resource Scheduling, change to theSettings area. UnderScheduling, selectAdministration. SelectEnable Resource Scheduling for Entities.

2. In theEnabled Entities section, double-click the entity you want to edit. A new tab with the booking setup metadata for the selected entity opens.

   Setting	Effect	Value
   Default booking duration	Defines the default duration of a new booking.	Predefined set of duration options.
   Default booking committed status	Sets the default value to use when a booking moves intoCommitted state.	Availablebooking statuses.
   Default requirement active status	Sets the default value to use when a requirement moves intoActive state.	Available requirement statuses.
   Default requirement canceled status	Sets the default value to use when a requirement moves intoCanceled state.	Available requirement statuses.
   Resource availability retrieval limit	Defines the maximum number of resources returned as a result in the scheduling assistant.	Number.
   Enable quick book	Use thequick book experience on an entity record.	Yes: Use quick book experience. No: Use schedule assistant experience.
   Cancel bookings when moving	Cancel bookings when moving the booking to a different time slot by using theMove bookings feature on the schedule board.	Yes: Cancel booking and create a new one in the updated time slot. No: Keep booking and update start/end time.
   Default booking canceled status	Sets the default value to use when a booking moves intoCanceled state.	Availablebooking statuses.
   Disable requirement auto creation for bookings	Defines if the system creates a requirement for a booking.	Yes: Disable automated requirement creation. No: Enable automated booking creation.
   Default requirement completed status	Sets the default value to use when a requirement moves intoCompleted state.	Available requirement statuses.
   Available duration minimum (%)	Defines the availability of a resource in relation to the booking duration. For example, if the value is 50 and the booking takes four hours. The system only considers resources for the job that have at least two hours available.	0 to 100.
   Ignore time zone in Schedule Assistant	Defines if the system uses Coordinated Universal Time (UTC) or the resource's local time zone.	Yes: Use time zone agnostic scheduling. No: Use standard scheduling.

3. In theAttribute Mapping section, choose values on the target entity that match with the requirement fields.

4. Save your changes.

An entity is successfully enabled for scheduling when:

• Resource Requirements shows as a related entity. Create them manually or with a custom workflow.
• TheBook option appears on the entity record.