Maintenance Scheduling & Team Calendars
When you pick a time slot for a work order, where do those slots come from — and why aren't there more of them? This article answers that. It explains the rule behind the maintenance slot picker, shows you how to create one and attach it to your properties, and walks through the levers that shape availability: working hours, appointment length, the gap between jobs, whole-building versus per-unit calendars, routing to a team, and blackout dates. Once you understand the rule, every slot the picker shows makes sense. No prior REDA experience is assumed.
Access you'll need. Setting up slot rules requires the REDA - Master Data - Admin permission set. The property, work-order, and read-only sets can view rules but not change them.
How maintenance scheduling works
A Calendar Slot Rule is a small record that describes availability. One field decides what kind of scheduling it drives: Applicable For, which is Showing, Booking, or Maintenance. This article is about the Maintenance kind — the rule a work order reads to fill its slot picker. (The same engine powers showings and bookings; those have their own articles.)
When you open Create Work Order, REDA loads the property's maintenance rule, lays out its grid of times, subtracts everything unavailable, and shows you what's left. Pick a slot and REDA books it; the work order moves to Scheduled. Rescheduling runs the same picker again.
Creating a maintenance slot rule
From the Calendar Slot Rules tab, click New and describe your availability. The required fields are the shape of your working day:
REDA guards the numeric fields with three checks:
"Event Days must be a positive number greater or equal to 1."
"Slot Duration must be a positive number greater than or equal to 10."
Standard vs. custom slots
The Slot Type decides how the grid is built:
- Standard (the default) walks your working hours in even steps of the slot duration — a simple, evenly spaced grid.
- Custom lets you hand-define specific windows instead. Each custom slot is a child row on the rule with a Start Time and End Time (which must sit inside the rule's available hours) and a Maximum Events Per Slot (default 1) — its capacity. A custom window stays offered until it holds that many appointments, then disappears.
Custom windows are validated against the rule's hours:
"End Time must be on or before the Available To Time defined in Calendar Slot Rule."
Unit-level vs. building-level availability
Slot Management decides whose calendar the busy-check runs against:
- Property — each unit keeps its own calendar; a booking on one unit doesn't affect another.
- Parent — the whole building or community shares one busy calendar; a slot taken on any unit shows as busy across all of them. Use this when one crew services the whole building and can only be in one place at a time.
Routing to your team
Record Assignment names the user or queue that owns the appointments this rule generates — that's the "team" in team calendar. It does double duty: it also acts as a filter on the busy-check, so only the assigned team's own appointments block the team's slots. The rule can also carry an optional shared Calendar Id, plus Day Label and Time Label patterns that format how slots read (falling back to the application defaults).
Attaching the rule to properties
A rule does nothing until a property points at it. Open the property, go to its Details tab, and set the Maintenance Slot Rule field to your new rule. That field only accepts a rule whose Applicable For is Maintenance — which is why setting that on the rule first matters. From then on, every work order on that property draws its slots from this rule.
How availability is calculated
Here's the subtraction, in plain terms, from the rule's grid down to the slots you can pick:
Blackouts (slot exceptions)
A blackout — a slot exception — is a window when maintenance can't be booked, regardless of the rule: an elevator service morning, a public holiday, a building closure. Each blackout has an Unavailable From and Unavailable To, an optional Unavailable Reason shown to schedulers, and a scope. Scope it to a Property, Region, Neighbourhood, or Property Type — or leave the scope blank to apply it everywhere the rule reaches.
REDA checks the dates make sense:
A blackout can repeat. Choose a Recurring Frequency (the same set as elsewhere: DAILY, WEEK, 2 WEEKS, MONTH, 3 MONTHS, 6 MONTHS, YEAR) and set Advance Recur Instances — how many future occurrences to pre-create. Miss that and REDA responds:
Worked example: the Meridian Maintenance Team
The Meridian Maintenance Team services Meridian Court, and one crew covers the whole building. Here's the rule and what it produces:
| Setting | Value |
|---|---|
| Applicable For | Maintenance |
| Week Days / hours | Mon–Fri, 09:00–17:00 |
| Slot Duration / Buffer | 60 minutes / 15 minutes |
| Event Days | 14 |
| Slot Management | Parent (one calendar for the whole building) |
| Record Assignment | The Meridian Maintenance Team queue |
Now the behavior:
| Situation | What the picker shows |
|---|---|
| An existing 10:00–11:00 job on any unit | 10:00 is busy building-wide (Parent management); with the 15-minute buffer, the next offered slot begins at 11:15 |
| Custom windows 09:00–12:00 / 13:00–15:00 / 15:00–17:00, Maximum Events Per Slot 2 | The lunch hour is never offered; each window takes two jobs before it disappears |
| A blackout "Elevator service" next Monday 08:00–18:00, scoped to the property | That Monday shows no slots at all |
Reference: rule, custom-slot, and blackout fields
Slot rule fields:
| Field | Required | Constraint / default | Meaning |
|---|---|---|---|
| Rule Name | Yes | — | Identifies the rule |
| Applicable For | Yes | Showing / Booking / Maintenance | Must be Maintenance for this article |
| Available From / To Time | Yes | — | Working hours |
| Slot Duration (Minutes) | Yes | ≥ 10 | Appointment length (standard grid) |
| Event Buffer Time (minutes) | Yes | ≥ 0 (about a 2-min floor when 0) | Gap after each busy appointment |
| Week Days | Yes | Sun–Sat | Working days |
| Event Days | Yes | ≥ 1 | How far ahead slots are offered |
| Default Start Date Days | No | Default 0 | Calendar starts N days out |
| Slot Type | No | Standard (default) / Custom | Even grid vs. hand-defined windows |
| Slot Management | No | Property / Parent | Unit-level vs. building-level calendar |
| Record Assignment | No | User / queue | Owns generated appointments; also the team filter |
Custom slot fields:
| Field | Required | Constraint |
|---|---|---|
| Start Time / End Time | Yes | Must sit inside the rule's available hours |
| Maximum Events Per Slot | Yes | Default 1 — capacity before the window disappears |
| Slot Label | No | Display text override |
Blackout (exception) fields:
| Field | Required | Notes |
|---|---|---|
| Exception Subject | Yes | Name of the blackout |
| Unavailable From / To | Yes | "Unavailable To cannot be earlier than Unavailable From Date." |
| Property / Region / Neighbourhood / Property Type | Any one, or none | Blank scope applies everywhere the rule reaches |
| Unavailable Reason | No | Shown to schedulers |
| Recurring Frequency | No | DAILY / WEEK / 2 WEEKS / MONTH / 3 MONTHS / 6 MONTHS / YEAR |
| Advance Recur Instances | With recurrence | Future occurrences pre-created; topped up nightly |
Where to go next
- Work Orders — the record that consumes these slots when you schedule a job.
- Service Requests — where a maintenance job usually starts.
- Calendar Slot Rules — the same engine for showings and bookings, in full.
- Slot Exceptions — blackouts and recurring exceptions in depth.
Frequently asked questions
Slots must be at least 10 minutes: "Slot Duration must be a positive number greater than or equal to 10."
A built-in minimum of two minutes applies when the buffer is 0. The tiny gap is expected.
The rule uses building-level availability — Slot Management is set to Parent, so one busy calendar covers the whole building or community. Switch it to Property for per-unit calendars.
Custom windows must sit inside the rule's hours: "End Time must be on or before the Available To Time defined in Calendar Slot Rule." Widen the rule's Available To Time or move the window.
Editing the parent's Unavailable To after its occurrences exist is blocked. Delete the series (which removes its occurrences) and recreate it with the new window.
A recurring blackout needs an occurrence count: "Advance recur instances must be provided for recurring slot exceptions."
Was this article helpful?