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This video describes how you can set up a user to be a “Read Only” user in the Dispatcher Console. A “Read Only” user has access to view the gantt, Service Appointment, Service Resource, etc details, however, does not have ac...

Overview and demos of the Spring '23 release of Enhanced Scheduling & Optimization - Relocations - Capacity Based Resources - Multiday Work - Longer Complex Work Chains - Optimization Hub - Capacity Limits (closed beta)

Agenda: - Overview of Enhanced Scheduling and Optimization architecture - Travel Modes - Sliding Service Appointments - Holiday Management - Dynamic + Multiple Breaks - Scheduled Job Enhancements - Optimization Hub - ...

Agenda for Pt. 1: Availability and Operating Hours Use Cases, May 2022 - Review of Operating Hours and availability use cases - Appointment windows - Resource availability - Customer availabilit...

Agenda (with LIVE demo and Q&A throughout): - Sample business use case - Territory and polygons setup - Dispatch Console configuration and experience - Review of real-world availability scenarios and sample configurations...

Appointment Bundler (Part 3/3) 3/24/22 - Creating and Scheduling a Bundle - Mobile Experience - Automatic Bundling, and Optimization considerations - Record Access and Sharing considerations

- Aggregation Policy use cases and examples - Real world use case discussion

This is a 3 part series on configuring and using the Appointment Bundler, GA in Spring '22 (236). Appointment Bundler (Part 1/3) 3/10/22 - Introduction to bundler, core objects (besides Aggregation Policy), and use cases -...

- Introduction to bundler, core objects (besides Aggregation Policy), and use cases - Demo on creating and scheduling a bundle

- An overview of the Dispatch Console - How dispatchers use the console & tools for adoption, visibility, and extensibility - Demo - Limitations and considerations