To create a new event and mark a driver or vehicle as unavailable within PHCloud, follow these steps:
Step 1: Access the "Resources" Section
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Open the "Resources" section for PHCloud
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Navigate to the "Resources" section using the provided menu options.
Step 2: Select "Drivers"
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From the "Resources" section, click on the "Drivers" option to view a list of all drivers.
Step 3: Choose the Driver
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Identify the specific driver for whom you intend to create the event.
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Click on the name of the driver to access their profile and scheduling details.
Step 4: Access the Schedule Tab
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Within the driver's profile, locate and select the "Schedule" tab. This tab provides a comprehensive view of the driver's schedule and facilitates event creation.
Step 5: Select the Date
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Browse through the schedule and identify the date on which you want the event to commence.
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Click on the desired date to initiate the event creation process.
Step 6: Fill in Event Information
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A panel will appear, prompting you to enter essential information for the event.
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Provide a "Name" for the event, indicating its purpose (e.g., "Training Session" or "Vehicle Maintenance").
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Specify the "Start date" and "End date" of the event.
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The driver's name will be pre-filled in the "Driver" field.
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If applicable, choose the relevant "Vehicle" from the dropdown menu. Select "Please Select" if it's not applicable.
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Select an appropriate "Category" that best represents the event's purpose (e.g., "Training," "Maintenance," or "Blocked Time").
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Add any relevant details or notes about the event in the "Description" field.
Step 7: Review and Confirm
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Thoroughly review all the entered event details to ensure accuracy and clarity.
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Double-check the information to make sure it aligns with your intended event.
Step 8: Finalize the Event
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Once you are confident that all the details are accurate, click the "Save" or "Create Event" button to finalize the process.
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The event will be created, and the driver or vehicle will be marked as unavailable during the specified time frame.