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Part 2: The Planning Process
foundations
Consulting Your Schedule
End-user-facing surfaces: the Dime.Scheduler Agenda, the Exchange sync, and the mobile app - for everyone who consumes the schedule.
11 lessons
What you'll cover
- Overview2 lessons
- Dime.Scheduler Agenda4 lessons
- Dime.Scheduler for Exchange3 lessons
- Dime.Scheduler on Mobile2 lessons
Lessons
11 lessonsOverview
- 01Chapter DiscoveryAfter this lesson you can name the three consumer surfaces in this chapter and match each to its primary audience.Quiz3 min
- 02PrerequisitesAfter this lesson you can confirm licensing, user-to-resource mapping, and Exchange tenant authorization for the surfaces you intend to use.Quiz2 min
Dime.Scheduler Agenda
- 03Limiting a user's planning possibilitiesAfter this lesson you can describe how the Agenda limits what a non-planner user sees and can do.Quiz3 min
- 04Agenda parametersAfter this lesson you can configure the Agenda's default view, exposed fields, and permitted actions per role.Quiz3 min
- 05What's in the boxAfter this lesson you can decide when the Agenda is the right consumer surface and when to choose Exchange or mobile instead.Quiz2 min
- 06Time sheetsAfter this lesson you can capture actual worked hours per appointment from the Agenda and explain why actuals matter to the back office.Quiz3 min
Dime.Scheduler for Exchange
- 07One-directional sync: how it worksAfter this lesson you can explain one-way Exchange sync, name when to choose it, and set expectations about Outlook-side changes.Quiz3 min
- 08Bi-directional sync: how it worksAfter this you can explain two-way Exchange sync, name rule-engine policies, and verify conflict behaviour before production use.Quiz4 min
- 09What's in the box (Exchange)After this lesson you can decide when Exchange sync fits your team and whether one-way or two-way is appropriate.Quiz2 min
Dime.Scheduler on Mobile
- 10How it works (Mobile)After this lesson you can describe the mobile app's three main screens and the field-worker's daily workflow on a phone.Quiz4 min
- 11What's in the box (Mobile)After this lesson you can decide when the mobile app is the right surface and what onboarding and consent steps a rollout requires.Quiz3 min