⚒️Manage and Scedule Daily Plan Templates

Admin Tools -> Service Manager

Managing daily plans requires the Service Operator role.

Daily plan templates allow the reuse of service daily plans on multiple days. To create a template, you first create a service daily plan and then save it as a template.

Use the Templates tab to view existing templates. Click on a template to edit it.

Daily Plan Template Settings

Like daily plans, a daily plan template defines the number of calendars to open and the settings for each calendar. Unlike daily plans, you cannot configure the calendar's working hours, as these are determined by the service's working hours for the date the template is used.

Scheduling a Template

Use the Schedule tab to schedule daily plan templates.

The schedule consists of rules. Each rule defines a specific date or a recurring pattern and the template to use. You can stack multiple rules where each rule overrides previous rules when applicable.

A daily plan is automatically created only when Automatic Plan Activation is enabled.

Calendars are not created for non-working days (no working hours).

The following screenshot demonstrates a scenario where the "Single calendar" is scheduled every day, except on Tuesdays, where the "x2 Agents" template is used instead:

Daily Plan Template Schedule

Template Rule Settings

Click the Edit Rule button (✏️) to open the Edit Schedule Rule dialog:

Edit Schedule Rule Dialog

• Rule Name: A unique name identifying the rule.

• Scheduling Template Name: When the rule is applied, the daily plan template name.

• Schedule options: You can use any combination of the following rules:

  • Starting/Between: Defines the rule's applicable date range.

  • Specific Weekdays: Recurring days of the week.

  • Specific Dates: Recurring dates of the month.

  • Specific Weeks: Recurring weeks of the month.

  • Specific Months: Recurring months of the year.

See Also

⚒️Manage Service Daily Plans