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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create event types to display on the team calendar with Workforce Optimization for Field Service

Create multiple events from the same category and add them to the team calendar with Workforce Optimization for Field Service.

Before you begin

Role required: sn_shift_planning.admin

About this task

The following event category configurations are available by default:

  • Work
  • Meeting
  • Training
  • Break
  • Time Off
  • Actual Work
  • Personal

Procedure

  1. Navigate to All > Workforce Optimization for Field Service > Scheduling > Event Configuration.

  2. Click New.

  3. On the form, fill in the fields.

  4. Field

    Description

    Name

    Unique name for the event type.

    Category

    Type of event, for example, meeting, break, or time off.

    Priority Order

    Priority of the event type that you want to exclude from the coverage. The higher the number the higher the priority.For example, say you are attending a work event for four hours in a day. You have marked that time window both as time off and as a meeting event type. If time off has a higher order of priority, then the application excludes that event type from coverage.

    Color

    Color that identifies this type of event in the team calendar.

    1. Click Submit.

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