The Resource Scheduling feature adds a Scheduling tab to the Sales, Design, and Production Queues, providing shared calendars accessible to all users in your CoreBridge system. In addition to these built-in calendars, you can also create custom shared calendars for specific users.

Note:  If you do not have this feature and are interested in adding it to your system, please contact support@corebridge.net for additional details.

Table of Contents

• Enabling Machine Calendars

  • Setting Production Hours Start Times

  • Enabling Calendar Scheduling
• Using Machine Calendars
  • Viewing Machine Calendars
  • Editing Individual Events on the Calendar
• Custom Calendars
  • Creating a Custom Calendar
  • Adding New Events

Enabling Machine Calendars

To begin using Machine Calendars, first set your Production Hours in CoreBridge. Next, enable calendar scheduling for each Machine you want to include.

Setting Production Hours Start Times 

1. Navigate to Management Module / Global Settings / System / Hours of Operation.

2. Check the box next to each day you are open for Production.

3. Enter your Production Start Time for each day.

4. Click Save Settings.

Enabling Calendar Scheduling

1. Navigate to Management Module > Machines > Manage Machines and select a Machine.

2. Check to Enable Calendar Scheduling.

3. Click Save Settings.

Using Machine Calendars 

Once you have enabled the above settings, you can start using the Machine Scheduling Calendars.  

When you create an Order in CoreBridge with an assigned Machine:

• The system will automatically schedule each job associated with this Machine.
• Scheduled use time will be the setup time entered for the Machine profile plus the calculated runtime from the Machine's profile speed settings. 
• Jobs are automatically scheduled on the Machine for the next available production day following the assigned Design Due Date.

Note:  Products marked as Is Vended during Order entry will not automatically appear on the Machine Scheduling.

Viewing Machine Calendars

Machine Calendars can be accessed from the Sales, Design, and Production Queues in the Scheduling tab. Select a Machine from the dropdown menu to view its Calendar.

This will open the Calendar for the selected Machine. 

A. Add a New Event to this Calendar.

B. Toggle to view Day, Week, or Month.

C. Hover over the Blue Question Mark to view the Color Legend for Events on the Calendar.

Editing Individual Events on the Calendar

1. Click on the Event. Click either the Invoice number or Edit Details in the speech bubble.

2. Edit your event and click Save.

    A. Edit the Event title 

    B. Edit the Time 

    C. Comments on the Event.

Custom Calendars

Custom Calendars are additional Calendars in the Scheduling tab. Create a custom Calendar to add and organize other events in your organization. 

Note:  Events are not automatically scheduled on the custom calendars.

Creating a Custom Calendar

Navigate to the Scheduling tab on the Sales, Design, or Production Queues. 

1. Click Other Calendars.

2.  Enter Calendar Name.

3. Click Add.

4. Click Save Calendar List.

Note: The new Calendar Name will be added to the list of current Calendars. 

Adding New Events

1. Select a Calendar from the dropdown menu.

2. Click New Event.

3. Enter the Subject of the event and assign a color.

4. Enter the Time of the event.

5. Add a location for the event.

6. Add any additional notes.

7. Click Save.