Presenter
Planning
Charts
Community
The Planning Scheduling Matrix allows users to see roles for up to four services at a glance.
To view and edit the Scheduling Matrix, you must have a global permission of Scheduler or higher. Those with Scheduler permissions at the Service Type level will be able to view the matrix, but not make edits to it. Scheduled Viewers and Viewers do not have access to the matrix.
To manage or view roles for multiple services at a time from the Planning site, click Services, then Scheduling Matrix from the left menu. (On the mobile app, you'll find a button for "Scheduling Matrix" at the top of the Services page. Note that you may only be able to see one service at a time, depending on what kind of device you're using.)
On the Scheduling Matrix page, use the arrows on the left and right of the top bar to scroll through past and upcoming services. You can switch between service types using the dropdown box next to the New button.
Below, the roles are categorized by Role Group, which you can click to open and close. Go down the list and click Add Person to schedule a role on a given service. To delete someone from the schedule, click on their icon and select Delete. To finalize selections and send invites, you can go down the list and Send Invite per each user, or, go to Services from the left main menu, open up the service, and send invites en masse for that service. Note that you won't be able to send mass invites for all services at once from the matrix.