User Scheduler

This guide will take you through scheduling and user management in the Trak platform. Scheduling can occur at a job level or from the main scheduling tab at the top of the page. This functionality is crucial for managing both job-related and non-job-related activities across your team.

User Settings

When setting up users in the platform, you have the option to display or hide them from the scheduler. This is useful if certain users, like administrative staff, do not need to appear in the scheduling system despite having access to booking functions.

Equipment Management

You can also create users for machinery or equipment, enabling you to schedule them as part of a team or job assignment. This ensures clarity on equipment availability and usage, enhancing operational efficiency.

Customizing Settings

In Trak, you can customize various scheduling settings to suit your needs:

  • Define start and end times visible on your calendar.
  • Choose which information (user, calendar, job details) to display.
  • Manage non-job options such as annual leave, public holidays, and sick leave with customizable settings and color coding.

Scheduling Jobs

To schedule jobs efficiently:

  • Navigate to the top of the page and access the user calendar.
  • View schedules by day, week, or month to align with your business requirements.
  • Add bookings easily by selecting the job, assigning users or teams, and setting booking statuses to track job progress.

Managing Bookings

Each booking allows you to:

  • Set start and end dates.
  • Add detailed notes and status updates.
  • Notify users involved in the booking.

Viewing Job Details

Accessing job details:

  • Review booking history associated with each job.
  • Edit or modify bookings directly from the job details view.

Non-Job Bookings

Manage non-job bookings such as training sessions or leave:

  • Add these bookings to your calendar alongside job-related tasks.
  • Customize details and duration according to your needs.

Integration with External Calendars

Sync your Trak calendar with external calendars like Google Calendar or Outlook:

  • Generate a calendar feed from Trak.
  • Paste the feed into your preferred calendar to synchronize bookings.

Support and Assistance

For any questions regarding user scheduling, setting up bookings, or managing your schedule within the Trak platform, contact our support team at contact@trak.co or use the support chat in the bottom right corner of the platform.

Conclusion

Using Trak for scheduling offers flexibility and efficiency in managing both personnel and resources. We look forward to your feedback and wish you success in utilizing Trak for your scheduling needs. Thank you!