Pre-built Reports and Dashboards
Control Data and Ensure Correct Access for Deskless Workers
Permission sets are a vital tool for administrators to control how users access information and ensure that Skedulo works optimally for everyone. There are six standard permission sets that Skedulo strongly recommends admins use, ranging from a general read-only permission to comprehensive access and capability recommended for schedulers.
Assigning all users a standard permission set in addition to any custom permission settings is important to ensuring Skedulo works consistently and optimally for all users. Users with only custom permission sets may have issues accessing new Skedulo objects to be released in future updates. To help prevent such a scenario, Skedulo can now run a test on a customer’s instance to report via email which users have not been assigned one of the recommended permission sets.
Tracking Cancellations
Cancellations can be costly when they occur too close to an appointment. Frequent cancellations can also be an indicator of an underlying challenge, such as finicky customer, inconsistent resource, or a marketplace issue. Those are all possible reasons for cancellations, but without tracking why they occur, you are left with just your best guess as to what the underlying issue is.
Skedulo now makes cancellation tracking more consistent. Schedulers are prompted to enter a cancellation reason for both single and recurring jobs, regardless of which view the scheduler is in. Resources are still required to enter a reason if they cancel a job from the Skedulo app.
Stay tuned to the Skedulo blog for more product developments! You can always see all the details of our latest releases in the Skedulo Support portal, or even see it in action for yourself and book a demo today!
