Auto Scheduling Card
Last updated
Last updated
User can set the basic preferences as per the requirement so as to consider the same while creating a schedule. Users can also have these prefilled by setting default values for the preferences within their Configuration Detail Record. Please refer ‘Configuration Detail Record’ section Installation Manual to see configuration for Auto Scheduling.
Consider Existing meetings: Select this option to consider existing meetings saved in CRM assigned to the selected users.
Select users: Select the Maplytics user(s) to create Automated schedule for them. A maximum of 10 users can be selected to create an automated schedule.
Period: The number of days the schedule should be for. The meetings will be distributed among the number of days selected here. User can choose any one option from the following:
1 Day
2 Days
3 Days
4 Days
5 Days
1 Week
2 Week
3 Week
1 Month
Duration: The time frame required for each meeting. User can choose any one of the following options. User can also change duration for individual meetings in Advanced Preferences. User can further change the duration of individual meetings in the ‘Advanced Preferences’.
1 minute
5 Minutes
10 Minutes
15 Minutes
20 Minutes
30 Minutes
45 Minutes
60 Minutes
75 Minutes
90 Minutes
120 Minutes
Start time: Time to start the schedule of each day. User can enter the time in 12-hour format (hh:mm).
End time: Time to end the schedule of each day. User can enter the time in 12-hour format (hh:mm)
Break time: Starting time of Break during each day. User can enter the time in 12-hour format (hh:mm)
Break Duration: Duration of the break during each day. User can select any one of the following options:
0 Minutes
5 Minutes
10 Minutes
15 Minutes
20 Minutes
30 Minutes
45 Minutes
60 Minutes
75 Minutes
90 Minutes
120 Minutes
Buffer time: User can add extra time to the schedule as buffer to use in unforeseen situations without changing the schedule.
0 Minute
5 Minutes
10 Minutes
15 Minutes
20 Minutes
30 Minutes
Working days: User can select the days that will be working and should be considered in the plan of Auto scheduling. User can select any day between Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday. At least one day should be selected.
If the logged-in user has set default values for the preferences in the respective Maplytics Configuration detail record, while opening the Auto scheduling section, the preferences will get prefilled with the same.
If the logged-in user selects any other single user, the preferences will get prefilled if there are default values set in the Maplytics Configuration detail record of the respective selected user.
If the logged-in user selects multiple users, the preferences will get prefilled if there are default values set in the Default Configuration detail record.
