The Resources tab of the Operations Calendar shows your resources, such as vehicles and equipment, and their assignments day by day. You can see which resources are assigned, unassigned, or in conflict, filter the resources, and create assignments and unavailability.
If Calendar has a lock icon in the Operations menu, departures are not turned on for your company, or your user group does not have access to the page. To turn on departures, ask PaxFlow support. To get access, ask an admin in your company to change your user group in Settings > User groups.
Accessing the Resource Calendar
Go to Operations > Calendar.
Click the Resources tab. The calendar shows one row for each resource. The default view is 3 Days.
To open the details page of a resource, click its name.
Filtering the Resource Calendar
To find a resource by name, enter its name in Search resources....
To filter by status, click Status, then select one or more options:
Assigned: resources that have an assignment in the days you see.
Unassigned: resources that have no assignment in the days you see.
Conflicts: resources that have a conflict. A resource has a conflict when two of its assignments are at the same time.
In Progress: resources that have an assignment that is running now.
To clear the selection in one filter, open it and click Clear all.
Filter by labels
There is one dropdown for each label category, for example Resource Type or Location. A dropdown shows only when your company has resource labels in that category.
Click the dropdown of a label category, for example Resource Type.
Select one or more labels. The calendar shows only the resources that have one of the selected labels.
To filter by more categories, select labels in the other dropdowns. The calendar then shows only the resources that match every category you filter by.
To remove all the filters, click Clear filters.
Filter by departure
Use the Departures filter to see only the resources that are assigned to one or more departures.
Click Departures. The list shows the departures and departure groups that have a resource in the days you see, grouped by date. Each departure shows its start time and name. A departure group has a stack icon.
Select one or more departures. The calendar shows only these departures and the resources that are assigned to them.
Pickups are not in the list. When you go to other days, PaxFlow keeps your selection. The departures you selected show again when you go back to their day.
The view of the resource calendar
The Resource Calendar has four views: Day, 3 Days, Week and Month. To see a full week, click Week.
To see the month calendar, click Month.
To go back to the default view, click 3 Days.
See what a resource carries
Each assignment block shows a badge for each part of the trip where the resource carries pax:
Pickup: the resource carries pax to the start of the tour.
Tour: the resource carries pax on the tour.
Drop-off: the resource carries pax after the tour.
If no pax are placed on the resource yet, a departure block shows Tour and a pickup block shows Pickup. Unavailability blocks have no badge. In the image below, the block has the Tour badge.
View previous and next days
To see the previous days, weeks or months, click the back arrow. To see the next ones, click the forward arrow. The arrows move by the period of the view: Day, 3 Days, Week or Month.
Catching conflicts in the schedule
A resource with a conflict has a warning icon next to its name and on each assignment block that overlaps. In this example, the resource is assigned to departures that are at the same time.
Click the assignment block. The assignment details open, with the Conflict badge next to Assignment Details.
To remove the resource from this departure, click Delete.
In Delete assignment?, click Delete. PaxFlow shows Assignment deleted successfully, and the conflict goes away when the resource has no other overlapping assignments.
To open the departure from the assignment details, click View Departure.
Creating assignments on the resource calendar
In the row of the resource, move the pointer over an empty part of a day, then click the plus icon. The Create Assignment dialog opens on the Departure Assignment tab.
PaxFlow selects the departure closest to the time you clicked. To select a different departure, click the Select Departure dropdown, then select the departure.
Click Assign Resource. PaxFlow shows Resource assigned successfully, and the assignment shows on the resource.
If the resource is already assigned to another departure at the same time, the Resource Double-Booking dialog opens. To assign the resource anyway, click Assign Anyway.
Create unavailability for a resource
To block a resource, for example for maintenance, add an unavailability.
In the row of the resource, click the plus icon on the day of the unavailability.
Click the Unavailability tab.
In Start and End, select the dates and times. The unavailability can cover more than one day.
In Title (optional), enter a name. The resource calendar shows this name on the block.
If needed, enter a note in Note (optional).
Click Mark Unavailable. PaxFlow shows Unavailability created, and the unavailability shows on the resource.
Viewing resources on departure details
To open the departure of an assignment, move the pointer over the assignment block, then click the open icon (View departure details).
The departure details page opens. The Resources card shows the resources of the departure.
