How do I set or update a worker's availability?

Quick answer

Use the Availability button in the Resources panel to open a worker's availability and update it. The exact editing screen isn't confirmed yet in our source material — see the note below.

Overview

Worker availability drives what shows up in the "X of 7 days this week" popup, so keeping it current matters for accurate staffing decisions. The Availability button lives in the Resources panel next to Worker Group, but the fact base for this handoff doesn't yet include a screenshot of the editor itself, so the steps below are written at a general level rather than naming exact fields.

Before you begin

• Setting availability is done by an admin in the web portal.
• The worker must already exist in Corfix.

Steps

1. Open the Resources panel and switch to the Workers tab.
2. Find the worker whose availability you want to update.
3. Click Availability. This opens the availability editor for that worker.
4. Update the days. Mark the specific days as free or not, based on the worker's actual schedule.
5. Save your changes. The worker's popup and status in Resources should reflect the update.

Use cases

• Ongoing accuracy: keep a worker's availability current as their schedule changes outside of specific project assignments.
• Before a busy week: update availability ahead of time so anyone assigning that worker sees accurate free days.

Troubleshooting

I can't find the exact fields in the availability editor. This isn't confirmed in current source material — a screenshot of this screen hasn't been provided yet. Flag this for the previous owner or product before publishing.

Does updating availability affect existing scheduling cards? This isn't confirmed in current source material — verify whether changing availability retroactively affects already-saved cards, or only future scheduling decisions.