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Setup

 Core Details within Sockeye

Setup tab are the core details within Sockeye for scheduling purposes. Additions, Changes and or updates that take place within this tab will update details throughout Sockeye and for all users.

setup screenshot

For mass updates and changes reach out to support@getsockeye.com for assistance. Full details can be reviewed and uploaded at one time.

Those with an Administrator role will have access to the Setup tab within the blue ribbon.


User-GuideUSER GUIDES:


VideoVIDEOS:


Organization - the details of the business organization.

 

   
Organization Details    

 

Users - a user account with identified role and permissions within Sockeye.

 

Areas - offers a second level of reporting. This can be departmental, functional, geography and or a business unit and is not a mandatory section.

 

Crafts - a job or activity that requires a special skill.

 

 

 
Add Craft Edit Craft  

 

Teams - This can be identified by crafts, shifts and or groupings within the business.

 

Employees - skilled worker that specializes in a particular trade base on the classified craft and available hours identified. 

 

Availability Patterns - identified shift schedules to automatically populate resource availability.

 

Schedule Fields - identifies the fields to be viewed within Sockeye's displays.

 

   
Change Field Views    

 

Backlog Criteria - filters specific criteria to be displayed in the backlog section for each team.

 

Metric Criteria - identifying specific fields to categorize work orders for the purpose of identifying and calculating KPI's. 

 

KPI Ranges - Available KPI's and defining ranges by color.

 

Added-FeaturesOPTIONAL FEATURES:


 

Trouble-ShootingTROUBLE SHOOTING:


  • Setup is not available in blue navigation bar
    • The Setup tab is only available to the User Role 'Administrator' reach out to the business subject matter expert to have this role available if applicable.
  • Not able to make any updates to Sockeye
    • In some cases the User Permissions has been selected as 'Read Only' reach out to the business subject matter expert to have the permissions under the user setup updated.
  • Error when setting up an Employee

EmailCONTACT SUPPORT:


Reach out to a Sockeye Representative
email: support@getsockeye.com 

 

The team at Sockeye continues to grow based on our customers requests. As we try to meet these requests we are updating documents with the latest date and revision for reference.