Scheduled Service Configuration

Scheduled services for the resource system represent an order for services that are intended to take place on a specific instrument at a given time. Schedules services may be configured to have as many selectable rates as desired. Configuration of a scheduled service is broken down into a number of sections identified below.

Creating a new service

A new service can be created by clicking the "Create New Service" button located above the service list search box

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Newly created services will not exist until saved after initial configuration. This means that some functionality that needs an id number such as creating service rates will not be available until the user click the "Save" button to save a newly created service.

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Identifiers

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Visuals

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Contact Information

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General Config

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Tags

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Tag strings used by the system for categorization and certain actions. No special tags are defined for services at this time.

Scheduler Config

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Blocked/Off-Hours Times

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This section controls what times during the week are treated as Off or Blocked hours during which altered rates may be applied or access may be blocked entirely. Time formats are in 24 hour formats. Defaults to no limits. Common times are 00:00 - 09:00 and 17:00 - 24:00 to give a 9am to 5pm working day.

Custom Data Config

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Some services may require additional information to perform. Up to 5 custom data fields may be enabled for the scheduling user to enter custom information. These custom fields will appear as text input boxes at the bottom of the event details with the provided data label/query.

Custom Data Field Label Config

Custom data fields may also be marked as required and/or displayed as a dropdown selection list using the following configurations in the Data Label field

<data_label_text>::required::<comma_separated_list_of_options> - Required Option Dropdown

<data_label_text>::required - Required Text Field

<data_label_text>::<comma_separated_list_of_options> - Optional Option Dropdown

Example Config

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Service Rate Config

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Each service can have as many rates as desired. Users will have the option to select these rates in a dropdown when scheduling. Rates for scheduled events have 7 needed configuration options:

  1. Rate Name - The name displayed in the rate dropdown.
  2. Type - The type of the rate charge
    • Per Hour - Charge based on the length of the event in question split correspondingly over the on and off hours used
    • Per Run - Charge a flat fee for the event regardless of duration
  3. On Hours Rate  - The rate to charge at for usage that occurs during On Hours as defined in the "Blocked/Off-Hours" configuration section. This rate should be the "At Cost" internal charge rate.
  4. Off Hours Rate  - The rate to charge at for usage that occurs during Off Hours as defined in the "Blocked/Off-Hours" configuration section. This rate should be the "At Cost" internal charge rate.
  5. Commercial On Hours Rate  - The rate to charge at for usage that occurs during On Hours as defined in the "Blocked/Off-Hours" configuration section. This rate can be any rate but should be no less than the internal cost.
  6. Commercial Off Hours Rate  - The rate to charge at for usage that occurs during Off Hours as defined in the "Blocked/Off-Hours" configuration section. This rate can be any rate but should be no less than the internal cost.
  7. Display Color - The color that any event scheduled at this rate should be appear as when viewed on the calendar. Accepts any valid CSS color string. Can be blank.

All config fields MUST be filled out except the display color regardless of whether you expect to be handling commercial orders on the service. Since users are responsible for selecting their own accounts you cannot control which type of account might be selected for charging the order. If you do not have commercial rates for your services using 2x the internal rate is a safe choice. All fields must ALSO be filled out if you are doing "Per Run" rates.

Service Rate Permissions

Service Rates can be restricted to group managers only. Click on the lock icon and check the "Manager Only" box

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Rates marked as such will appear to users as disabled.

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Service Auto-Charges / Fees Config

Each service can also be configured to automatically attach separate fees for service (apart from the hourly charge) to events created. These charges will be attached at the time that the event is created and can be either Fixed Fees or Duration Linked. In both cases the line item description will be the information provided in the "Fee Description" field.

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  1. Fixed Fee - Fixed Fees are attached to the order as a line item and will remain the same regardless of event duration. This can be used to apply setup fees or other one time charges.
  2. Duration Linked - Duration linked fees are applied to events on the basis of their total duration. The charge will be equal to the Rate * Rate Multiplier * Total Event Duration in hours. This can be used to attach charges for consumables usage.


Revision #15
Created 1 April 2021 15:45:58 by Elliot Francis
Updated 23 February 2024 15:24:56 by Elliot Francis