Administration Guides
These guides cover the configuration work an administrator does after Dime.Scheduler is installed. Each one is self-contained, so you can jump straight to the task in front of you.
If you are standing up a brand new environment, start with the implementation checklist. It is the end-to-end path from a fresh install to a working planning board, and it links out to the rest of these guides at the point where each becomes relevant.
Otherwise, pick by what you are trying to change:
- Access and security. Creating a new user covers a single account. Setting up a secure environment is the wider picture of data-driven security and roles, and locking appointments restricts what individual planners are allowed to touch.
- Planning data. Setting up calendars defines the working hours the planning board draws against.
- What planners see. Customizing columns and configuring task details change how data is labelled and grouped in the grids and the task details pane.
Implementation checklist
Comprehensive checklist for partners implementing Dime.Scheduler with Business Central or NAV
Creating a new user
Add a new user to Dime.Scheduler, choose their login experience and configure their authorization data.
Setting up calendars for the planning board
Build a calendar hierarchy, assign resources and apply working time calendars on the planning board.
Customizing columns
Tailor the display text and formatting of free date and free decimal columns in the planning grids.
Configuring task details
Organize the fields and groups shown in the task details component for jobs, tasks and appointments.
Setting up a secure environment
Combine data-driven security and role-based access control to lock down a Dime.Scheduler environment.
Lock appointments for users
Use filter groups, categories and time markers to lock appointments from being edited by specific users.