Scheduler Module Overview (Web)

Welcome to the Scheduler Overview guide! This guide will take you through the essential steps for job scheduling using the Kim application. Follow the instructions below to streamline your scheduling process and boost your team's productivity.

To begin, locate the Kim scheduler on the home dashboard.

Firstly, you have the ability to view the calendar in your preferred format. Simply click on either day, week, or month.

Under the filter icon, you can filter the calendar to display either projects or events.

Clicking the toggle details icon provides more job information displayed on the calendar.

You can have multiple schedulers if required and customise the interface to your liking. For this current scheduler, we're scheduling employees and equipment to projects or jobs.

The contacts column contains a list of all your employees and allows you to separate the list into different groups if necessary.

Similar to the contacts column, you have the equipment column with a list of all your assets and the ability to separate them into different categories.

We also have an event column where you can build your own crews or combinations of employees and plant assets.

You can effortlessly drag and drop employees, equipment crews onto the calendar, and stretch it over several days if needed. One of its remarkable features is its ability to perform a reverse lookup for each employee or equipment you schedule. For example, if you attempt to schedule Maria Kelly for a job and she's already booked for another job on the same day, a prompt will inform you of her existing commitment and inquire if you'd like to overwrite it. The reverse lookup feature scans through all your employees' leave, certifications, and inductions to ascertain their availability for t

You can click on the job itself and select repeat options to have it scheduled repeatedly.

Here, you can specify the details of the repetition. You can input how many times it's repeated, set the frequency to every day, week, month, or year, and add a repeat end date.

Let's click on this specific crew.

Here, you can view all the details of this specific crew. Click on the edit icon to make changes.

You can make adjustments such as adding or removing employees, adding or removing equipment and child equipment, and including multiple tasks such as job completion forms.

You can also utilize our color feature to change the colors of any crews, employees, and equipment.

Once you're satisfied with your roster, click on the three dots and select "Confirm All Events." The jobs will then be sent to your employees via SMS text, email, or through the app.

In this guide, we provided an overview of the scheduler module. Thanks for watching!

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