How to Re-Schedule a Job

Re-Scheduling a job within Pathway will re-schedule the job on the Atom App - which is used for your engineers/ technicians/ tradespeople.

Jump to:

• How to Re-Schedule
  • From within a project
  • From the main Schedule page
• Scheduling with overlaps / conflicting appointments
• What is a lead tradesperson?

How to Re-Schedule

There are two places that you can re-schedule a job.

From within a project

1. Click your usual 'Re-Schedule' action button in the Actions block on the left hand side, for example:
    
   
2. The Schedule screen will then show in full screen mode with the relevant job open in the collapsable pop-up
   
   
3. Locate a space in the tradespersons calendar and simply drag and drop the job to the day you wish to re-schedule the job for - you can choose the tradesperson, date & time by clicking the relevant space on the calendar OR you can enter it manually in the pop-up box
   • You can use the Filter to filter based on tradespeople if you are looking for a particular person, to make the process even quicker for you
     
     
4. Enter a Reschedule Reason if you wish (freetype text)
   
   
5. If required, set the tradesperson/people(s) specific date & time that they are required on the job by clicking the "Add specific date and time" button and entering the relevant information.
   • If you minimise the window, you will see a greyed out background on the job duration, to show you the overall date & time set, like below:
     
   • If you choose not to do this, each tradesperson will be scheduled for the overall date & time chosen
     
6. When you want to save this, click 'Schedule Now'
   

    

7. Your job is now re-scheduled and you will see a confirmation message in the bottom right of the screen - see below for scheduling with overlaps or conflicting appointments 

On the main 'Schedule' page

1. Click 'Schedule' on the left hand side menu
   
   
2. On the calendar (right hand side), locate the job you wish to re-schedule; you can use the filters on the calendar section to filter by job type, status and tradesperson if you have the required information
   
   
3. Simply drag and drop the job to the new date and/or tradesperson
   
   
4. A pop-up will show, which allows you to:
   • See the job/project details such as the address and contact details
   • Enter a Reschedule Reason at the top
   • Select the new start and end date / time
   • Add more Tradesperson/people
     • Note: You can minimise the pop-up window by selecting the arrow on the right hand side
       
       
5. If required, set the tradesperson/people(s) specific date & time that they are required on the job by clicking the "Add specific date and time" button and entering the relevant information.
   1. If you minimise the window, you will see a greyed out background on the job duration, to show you the overall date & time set, like below:
      
   2. If you choose not to do this, each tradesperson will be scheduled for the overall date & time chosen
      
6. When you want to save this, click 'Schedule Now'
   

    

7. Your job is now re-scheduled and you will see a confirmation message in the bottom right of the screen
   
   

*IMPORTANT - Scheduling with overlaps*

If you try to schedule a job over an existing appointment, you will be advised that an overlap has been detected. You will be shown the overlap within the pop-up window you are currently on. 


You can choose to either resolve it by choosing a different date/time and then clicking "Check Overlaps" to see if it is resolved, or schedule with the overlaps by choosing "Schedule (with overlaps)". 

Your job is now re-scheduled and you will see a confirmation message in the bottom right of the screen

What is a Lead Tradesperson?

A lead tradesperson has full edit access/rights to the Atom job, so they can complete the Atom job as normal.

The supporting tradesperson will have an Atom job available, but it will be read only with the high level information of the job - there will be a job slot blocked out in their Schedule as normal.

You can see who the lead tradesperson is by clicking on the job tile and hovering over the 'Assigned Tradesperson' section: