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Create Recurring Non-Availabilities

Use this workflow to create a recurring series of non-availabilities for multiple Service Resources at once.

Step 1: Select territories and resources

  1. Open the Mass Recurring Non-Availabilities utility.
  2. Select one or more Service Territories. Select one or more **Service Territories.
    Note: Service territories shown reflect your Gantt filtering settings. Service territories without assigned resources may still appear in the list.
  3. Click Get Resources. The Service Resource list displays the relevant resource names based on the Service Territories selected.
  4. Select one or more Service Resources.
  5. Select Create Resource Absences.

Step 2: Enter absence time details

  1. In the Absence Time section, select an Absence Type.
    The values available depend on your organization’s configuration.

  2. Select a Start Time and Finish Time.
    Define the time range for each absence event.

  3. Enter a Gantt label (Optional).
    Enter a label to display on the Gantt (for example, Company Meeting). If left blank, the absence type displays.

  4. Select a Gantt Color (Optional).
    Select a color to apply to all absences in the series.

  5. Select a Time Zone (Optional).
    By default, the utility uses your time zone. Resource absences display based on the viewing user’s time zone, but you can select a different time zone to simplify creation.

Step 3: Configure recurrence

  1. In the Recurrence Pattern section, select a Recurrence Period:

    • Daily
    • Weekly
    • Monthly
    • Annually

  2. Configure the recurrence options based on the selected period:

    • Weekly: select recurrence days
    • Monthly: choose recurrence by Date or Day (for example, First Monday)
    • Annually: choose recurrence by Date or Day (for example, First Wednesday of March)

  3. Enter the Frequency.

    Example: If you select Weekly and enter a frequency of 2, the absence occurs every two weeks.

Step 4: Set the recurrence range and create records

  1. In the Range of Recurrence, select a Start Date.

  2. Select an end option:

    • End by (choose an end date), or
    • End after (enter the number of occurrences)

  3. Click Create.

Result: Records created

When you click Create, the utility generates:

  • A Recurring Resource Absence record (the parent series record)
  • Individual Resource Absence records (one per occurrence)

Each Resource Absence record is linked to its parent series record.

To review the absences created:

  1. Open the Recurring Resource Absence record.
  2. In the Resource Absences related list, click View All to see the full set of child records.

Note: The Recurring Resource Absence record is automatically deleted after all related Resource Absence records in the series have been deleted.