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My Schedule — User Guide

Overview

The My Schedule dashboard gives you a personal, day-by-day view of every activity you are assigned to. From this one screen you can navigate between days, review what is planned for you, register time against existing activities, or create a brand-new activity and register time against it in a single step.


Where to Find It

  1. Log in to the platform.

  2. In the left-hand navigation, open the Dashboard section.

  3. Click My Activities (identified by the personal activities icon).

The page is located at the path /activities/my.

Prerequisite — Access & Feature Flag
You must have the Access Dashboard – Personal Activities permission assigned to your user role. In addition, the Dashboard My Activities feature flag must be enabled for your company. If you cannot see the menu item, contact your system administrator.


Understanding the Dashboard

When you open My Schedule you will see:

Element Description
Date picker Shows the currently selected date with arrows to move one day backward or forward. Shortcut options (e.g. "Today") are also available.
Activity list All activities you are assigned to on the selected date, sorted by start time in ascending order. Each row shows the activity name, category, site, time range, and your registered time.
New Activity button A timer icon button labelled New Activity. Clicking it opens the Create & Register Time modal for the selected date.

Navigating Between Days

  • Click the left arrow to go to the previous day.

  • Click the right arrow to go to the next day.

  • Click the date field to open a calendar picker and jump directly to any date.

  • Use the available shortcuts (e.g. "Today") for quick navigation.

The activity list refreshes automatically whenever the date changes.


Viewing and Editing an Existing Activity

Click any row in the activity list to open the full Activity Modal. From there you can:

  • Review all activity details (category, site, assets, work order, work package, remarks).

  • Edit fields if you have the required edit permission.

  • Register additional time against the activity (see the Register Time section inside the modal).


Registering a New Activity

Use this flow when you need to log work that is not already planned for you.

Step 1 — Open the modal

Click the New Activity button (timer icon, top-right of the activity list). The Create & Register Time modal opens pre-filled with the currently selected date.

Step 2 — Fill in the required fields

Field Required? Notes
Site Yes The site where the work took place. Auto-locked when a work order is selected.
Activity Category Yes Defines the type of work (e.g. maintenance, inspection). The list is filtered based on any work package or work order you select.
Start date / End date & Duration Yes Enter either a start + end time or a start time + duration. Both are kept in sync automatically.
Work Package Configurable May be required depending on your company settings.
Work Order Configurable May be required depending on your company settings. Selecting a work order also locks the Site and may auto-fill other fields.
Work Order Task Conditional Only shown when your company uses work order tasks.
Asset / Sub-assembly / Component Optional Narrow down what the work was performed on.
Status Optional Choose None, Dispatched, or Completed.
Remarks Optional Free-text notes about the activity.

Step 3 — Set the time duration

The duration input shows the planned start and end of the activity. Adjust these times to reflect when you actually worked. The total duration is shown in the timer widget at the top of the time section.

The Register Time button remains disabled until a valid duration greater than zero has been entered.

Step 4 — (Optional) Register time for other users

If you hold the Register Time for Others permission, a user selector appears. Add the team members whose time you are registering. The time duration applies to each selected user individually.

Permission change warning: If you change the work package or work order after adding users, the system re-validates who you are allowed to register time for. Users who are no longer eligible are automatically removed and you will see a warning toast with their names.

Step 5 — Save

You have two options:

Button What it does
Register Time (primary button) Creates the activity and registers the time entry in a single step. Both are saved to the database immediately.
Save & Register Time Later (secondary option, available on smaller screens) Creates the activity without attaching a time entry. You can register time from the activity detail view at any point afterward.

On success, a confirmation toast appears and the activity list refreshes to include the new entry.


How Overlapping Time Validation Works

Before a time entry is saved, the system automatically checks whether the same person already has a time entry on this activity that overlaps with the new time range you are submitting.

What counts as an overlap?

Two time intervals overlap when the first starts before the second ends, and the second starts before the first ends. In practice this means:

  • Back-to-back entries that share only an endpoint (e.g. 08:00–10:00 and 10:00–12:00) are not considered overlapping and will be accepted.

  • Any entries where the time ranges genuinely intersect (e.g. 08:00–11:00 and 10:00–13:00) will be rejected.

What happens when an overlap is detected?

If a conflict is found, the save is blocked and a red error toast appears at the top of the screen. The message lists the name(s) of the affected user(s), for example:

"Overlapping time entries detected for: Jane Smith, John Doe"

No time entry is created. Adjust the start or end time to remove the overlap, then submit again.

Scope of the check

The overlap check compares the new entry against all existing time entries already registered on the same activity for the same user. It does not currently check for overlaps across different activities — a user can therefore have two different activities with overlapping time ranges.


Relationship Between My Schedule and Time Registrations

Activities and time registrations are two separate but linked objects:

Concept What it represents
Activity The planned or executed piece of work (category, site, dates, assignment, status).
Time Registration (Time Entry) The actual hours a specific person spent on that activity, with a precise start and end timestamp.

Here is how they interact in the My Schedule workflow:

  1. Creating via My Schedule always creates an activity first, then optionally attaches one or more time entries to it.

  2. One activity can have multiple time entries — for example, if work spans several sessions or multiple people register time separately.

  3. Time entries appear in timesheets and feed into reporting, pay rate calculations, and work order progress tracking.

  4. If you save an activity without time (using Save & Register Time Later), the activity appears in the list without any registered hours. You can open it later and add time entries from the activity modal.

  5. Editing or deleting a time entry from a timesheet does not delete the activity itself.


Important Limitations

  • Date scope: The list shows only activities for the selected single day. Use the Planner or Team Planner views for a multi-day timeline.

  • Personal view only: My Schedule shows activities assigned to you. To view or manage other people's schedules, use the Employee Planner or Team Planner.

  • Overlap check is per-activity: The system only prevents you from registering duplicate overlapping time on the same activity. Cross-activity overlaps are not blocked automatically.

  • Offline mode: My Schedule is not available when the application is running in offline mode. You must have an active internet connection.

  • Work order dispatch validation: If the activity is linked to a work order, an additional dispatch validation runs before the activity is created. If the activity cannot be dispatched (e.g. due to missing required fields on the work order), the save will be blocked with an error message.