- 07 Oct 2024
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Explicit Availability
- Updated on 07 Oct 2024
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Marlin GTX's Explicit Availability functionality enables users to block out periods on attendance schedules, as required.
Explicit availability refers to irregular absences that would disrupt the usual schedule associated with staff members or resources, such as personal leave or holidays, or resource maintenance periods and other unavailability.
They can also be used to indicate irregular availabilities, such as extra days worked.
Explicit availability can be viewed and edited by selecting Main > Staff > Manage Explicit Availability from the menu bar.
The Explicit Availability Maintenance module will open, showing a list of explicit availability.
The explicit availability list can be switched between all records and only those for today and later by clicking on the Filter icon at the top of the module window.
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Explicit availability is only a guide and does not prevent bookings from being added to the blocked out periods for any associated staff, schedules or resources.
Adding Explicit Availability
System > System Files > People > Explicit Availability
To add a new explicit availability, click on the Add button at the top of the Explicit Availability Maintenance window.
The Add Explicit Availability window will open, containing a form for adding a new explicit availability.
In the Description textbox, enter a name to identify the explicit availability within the GTX system (e.g. "Annual Leave").
If the explicit availability relates to staff leave, tick the This Entry Relates to Leave checkbox and select the Leave Type using the picker below.
Use the drop-down menus below to select the Start/End Date and Start/End Time for the explicit availability, using 24-hour time values (e.g. for a 9am-5pm availability, set the Start time to 09:00 and the End time to 17:00).
If desired, the Does This Represent a Period Where the Associated Item is Working checkbox can be ticked to indicate whether the explicit availability indicates an extra availability (e.g. an extra day worked, outside of a usual schedule), rather than an irregular unavailability. This information is not shown anywhere else, however.
The colour that the explicit availability will appear as on associated schedules can also be selected using the Colour picker below.
Develop a standardised method for filling in the Description field, as it is sortable.
The explicit availability can then be associated with various resources, staff and schedules using the relevant tabs at the top of the module window.
To save the explicit availability and return to the Explicit Availability list, click on the Save button at the top of the Add Explicit Availability window.
Associating Explicit Availability with Resources
System > System Files > People > Explicit Availability > [Explicit Availability]
Explicit Availability can be associated with resources by opening them in edit mode and clicking on the Resources tab at the top of the module window.
The Resources tab shows a list of resources the explicit availability is associated with.
To associate the explicit availability with a new resource, click on the Add button at the top of the Associated Resources list.
A pop-up will open showing a list of resources within the GTX system.
Clicking on a resource in the pop-up will add that resource to the Associated Resources list for that explicit availability.
To remove a explicit availability from a resource, select it in the Associated Resources list and click on the Remove button at the top of the list.
Associating Explicit Availability with Staff
System > System Files > People > Explicit Availability > [Explicit Availability]
Explicit Availability can be associated with staff by opening them in edit mode and clicking on the Staff tab at the top of the module window.
The Staff tab shows a list of staff the explicit availability is associated with.
To associate the explicit availability with a new staff member, click on the Add button at the top of the Associated Staff list.
A pop-up will open showing a list of staff within the GTX system.
Clicking on a staff member in the pop-up will add that staff member to the Associated Staff list for that explicit availability.
To remove a explicit availability from a staff member, select them in the Associated Staff list and click on the Remove button at the top of the list.
Associating Explicit Availability with Schedules
System > System Files > People > Explicit Availability > [Explicit Availability]
Explicit Availability can be associated with schedules by opening them in edit mode and clicking on the Schedules tab at the top of the module window.
The Schedules tab shows a list of schedules the explicit availability is associated with.
To associate the explicit availability with a new schedule, click on the Add button at the top of the Associated Schedules list.
A pop-up will open showing a list of schedules within the GTX system.
Clicking on a schedule in the pop-up will add that schedule to the Associated Schedules list for that explicit availability.
To remove a explicit availability from a schedule, select it in the Associated Schedules list and click on the Remove button at the top of the list.