The Axsy Scheduler UI consists of three main sections:

  • The list of Visits available to be scheduled
  • The list of Resources who can be assigned Visits
  • The schedules of each Resource, represented as a horizontal "swim lane"


For more information on the object model that supports Axsy Scheduler, please see the following article: Axsy Scheduler Object Model


The Scheduler UI displays the list of Visits, the list of Resources and the schedule for each Resource



Working with Visits

Visit List and Details

The Visit records displayed in the Visit list are those that have their Is Schedulable field set to true and that are also within the date window configured via the applicable Axsy Scheduler Custom Settings.


For each Visit in the list, the following details are displayed:

  • Visit Name/Number
  • Status
  • Location
  • Planned Start and End Times
  • Assigned Tags


Please see the following article for more information on managing Scheduler Tags: Managing Scheduler Tags



Each Visit will also have a colored bar which represents its status, allowing for users to quickly determine a Visit's status at-a-glance. The mapping between color and status is given below:

  • Blue: Planned
  • Yellow: In Progress
  • Green: Completed
  • Purple: Unscheduled
  • Red: Abandoned
  • None: Grey
  • Error: Orange


Additionally, clicking on a Visit in the list will expand it to show additional details and actions for the Visit.


Expanded view for a Visit in the Visit list



Filtering and Sorting Visits

Above the Visit list are several options for filtering and sorting which Visits are displayed in the list.


Filtering and sorting options for the Visit list



Selecting the filter button will bring up a pop-up where the user can filter on the following options:

  • Visit Tags, with the ability to select between the filter requiring all chosen Tags being applicable (i.e. AND logic) or only at least one of the chosen Tags being applicable (i.e. OR logic)
  • The status of the Visit


Filtering options for the Visit list



Selecting the sort button will allow the user to sort on the following Visit fields:

  • Visit Name/Number
  • Start Date


Typing in the search box will filter the list based on the following Visit fields:

  • Visit Name/Number
  • Location


Lastly, the dropdown below the above components will allow the user to filter Visits based on their scheduling state per Axsy Scheduler. NOTE: this is not determined by the Visit's status field, but rather by if the Visit is assigned/scheduled to a Resource's swim lane, as per Axsy Scheduler. Possible values are:

  • Scheduled
  • Unscheduled
  • All



Editing Visits

Clicking a Visit in the list will give an expanded view for that Visit, including the ability to edit a subset of that Visit's fields. The Edit button and resulting pop-up is also where a user can manage the Tags associated to the Visit.


Pop-up for editing a subset of a Visit's details and to manage the Visit's Tags



Working with Resources

Resource List and Details

The Resources displayed in the Resource list are the Scheduler Resource records that have their Is Active field set to true. Resources can be of the following types:

  • A User Resource
  • A non-user Resource (e.g. an asset or a piece of equipment)
  • A Resource Group


For each Resource in the list, the following details are displayed:

  • Resource Name
  • Profile image
  • Assigned Tags


NOTE: The profile image for User Resources comes from the linked User's profile image. The profile image is un-editable and set based on the Resource type for non-user Resources and Resource Groups.


Please see the following article for more information on managing Scheduler Tags: Managing Scheduler Tags

Please see the following articles for more information on managing non-user Resources and Resource Groups: Adding Non-User Resources and Working with Resource Groups



Filtering and Sorting Resources

Above the Resource list are several options for filtering and sorting which Resources are displayed in the list.


Filtering and sorting options for the Resource list



Typing in the search box will filter the list based on the Resource Name.


Selecting the filter button will bring up a pop-up where the user can filter on the following options:

  • Resource Tags, with the ability to select between the filter requiring all chosen Tags being applicable (i.e. AND logic) or only at least one of the chosen Tags being applicable (i.e. OR logic)
  • The type of the Resource: All, User, Group or Non-user
  • By Group, where selecting a groups only show members of that group


Filtering options for the Resource list



Selecting the sort button will allow the user to sort on the following Visit fields:

  • Resource Name
  • Resource type



Working with Schedules

Adjusting the Visible Dates

Users are able to adjust what date(s) are displayed by Axsy Scheduler:

  • The "calendar" button allows the user to select a specific date to show in Axsy Scheduler
  • The left and right buttons allowing moving backwards and forwards through the calendar by 1-day increments
  • The "TODAY" button jumps to the current day
  • The dropdown list allows selecting a different zoom level for the scheduler swim lanes, with 1-day, 2-day, 3-day, weekly and monthly options


Options for adjusting the visible date(s) of Axsy Scheduler



Determining Visible Hours

By default, Axsy Scheduler determines how many hours of the day should be visible based on the availability hours of the active Scheduler Resources. However, this behaviour can be overridden using the Axsy Scheduler Custom Settings.


For a given Resource, any displayed hours that are outside that Resource's availability will be shown in light grey.


Please see the following article for more information on managing the availability of Resources: Managing Resource Availability