12.4 Specifying your team’s availability

The Team Availability action allows you to specify the resource requests you or your team members are not available to work on. During the time period when you or your team members are not available, any resource requests of that type are forwarded to the delegate’s queue.

You can specify availability for each resource request individually or globally. You can only specify the availability for users who have delegates already assigned.

To specify availability:

  1. Click Team Availability in the My Team’s Settings group of actions.

  2. Select the name of the team member whose availability you want to specify. Click Continue.

  3. Specify the status by selecting one of the options in the Change Status dropdown:

    Status

    Description

    Available for ALL Requests

    This is the default status. It indicates that the team member is globally available. When this status is in effect, requests assigned to the team member will not be delegated, even if there are delegates assigned.

    NOTE:If you change the status and then change it back to Available for ALL Requests, any Selectively Available settings previously defined are removed.

    NOT Available for ANY Requests

    Specifies that the team member is not available for any resource requests currently in the system. (This is also known as globally unavailable.)

    Choosing this status indicates that the team member is unavailable for each existing delegate assignment and changes the current status to Not Available for Specified Requests.

    Assignments are effective immediately and last until the delegate assignment expires.

    NOTE:This setting does not affect availability for new assignments created after this point.

    NOT Available for Specified Requests

    When you select this option, you are prompted to specify the team member’s availability. (This is the same as clicking the New button.) You’ll be prompted to specify:

    • The types of requests the team member is not available for.

    • The time period when the team member is unavailable.

    During the time period when the team member is unavailable for a particular request, the user delegated to act on that request can work on it.

  4. Specify the time period when the team member is unavailable:

    1. Specify when the time period begins by typing the start date and time in the Unavailable From box, or by clicking the calendar and selecting the date and time.

      Description: illustration

    2. Specify when the time period ends by clicking one of the following radio buttons:

      Radio button

      Description

      Duration

      Lets you specify the time period in weeks, days, or hours.

      End date

      Lets you specify the end date and time. You can type the date and time, or click the calendar and select the date and time from the calendar.

      No Expiration

      Indicates that this unavailability setting will not expire.

  5. Select one or more requests in the Types of Requests list box, and click Add.

    NOTE:On this screen, you select the types of requests that the team member will not accept during the unavailable period. This has the effect of delegating these requests to other users.

    Each request you add is included in the Declined for the Specified Period list box.

    If you add multiple requests for this time period, each request is treated as an individual object that can be edited separately.

  6. To remove a request from the list, click Remove.

  7. Click Submit to save your changes.