Dynamic Resource Scheduler
Whats New!
User Experience Changes
Security and Authentication
Modules and Utilities
Cyclical Scheduling - Configuration Interface
Cyclical Scheduling - Now Bulk Scheduling
Resource Quotas Improvements - Percentages
Architecture and Scheduling
Configuration
User Guides and Help
Get to Know Dynamic Resource Scheduler
How Does Dynamic Resource Scheduling Work
Speaking the Language of Scheduling
Navigating Dynamic Resource Scheduler
How your Data Links Together
Managing your Organisation
Viewing your Data
Your Customer Data
Your Service Orders
Your Jobs
Your Workers and Resources
Manage Your Tasks
Actioning your Jobs and Tasks
Job Templates
Find A Jobs Possible Workers
Locking Your Jobs
Create a Follow On Task
User Queues and Organising Your Tasks
Schedule and Organise
How to Optimise Your Scheduling
How to Schedule Manually
Scheduling Mutliple Jobs at Once
Reassign and Reschedule your Tasks
Managing Your Time and Durations
Managing your Comments and Contacts
Using Bookmarks to Drive Efficiency
Managing Your Job Status
Visualising Your Planning
Workers and Resources
Advanced Data Management
Creating Unavailability in your Workforce
Adding an Unavailability to an Individual Worker
Creating Unavailabilities for Multiple Days or Workers
Maps And Journey
Using Maps to Visualise Your Data
Using Maps With Your Data
Learn about our Closest Function
Your Journeys
Meetings and Non-Productive Planning
Administer Your Scheduler
Managing Your Organisations and Agencies
Managing Your Custom Data
Managing your Contracts
Customising Your Experience
Managing Depots and Starting Locations
Managing Diary Bookmarks
Managing your External Chart Views
KPI Settings
Managing Your Priorities
Learn about Sectors
Managing Your Follow On Templates
Get To Know Your Working Time Calendar
Managing your SOR Templates
Managing your Job Templates
Managing Your Vocabulary
Managing Your Bookmarks
Manage Your Customer Templates
Get to Know Import and Export
Managing Your Tenant Code Rules
Managing your Order Templates
Managing Your Unavailability Reasons
Get To Know Your Working Time Calendars
Managing your Worker Templates
Releases and Readiness
DRS 6, DRS 5.7 and Job Manager
User Guides and Help
Get to Know DRS
Dynamic Scheduling - How does it work
Navigating DRS
Vocabulary and Concepts
Customers
Orders
Jobs
Scheduling Jobs
Job Functions
Workers
Views
Object Inheritance
Agencies
DRS Modules
Scenario Based Planning
Managing your SMS Service
5.7 Documentation
Technical Documentation
Release Notes
DRS 6.1 Release Notes
DRS 6.1.22 - February 20, 2026
DRS 6.1.21 - September 10, 2025
DRS 6.1.20 - April 20th, 2025
DRS 6.1.19 - 11th April, 2025
DRS 6.1.18 - 13 February 2025
DRS 6.1.17 - 20th December 2024
DRS 6.1.16 - November 8th, 2024
DRS 6.1.15 - October 10th, 2024
DRS 6.1.14 - 6th September 2024
DRS 6.1.13 - 9th August 2024
DRS 6.1.12 Release Notes
DRS 6.1.11 Release Notes
DRS 6.1.10 Release Notes
DRS 6.1.9 Release Notes
DRS 6.1.8 Release Notes
DRS 6.1.7 Release Notes
DRS 6.1.6 Release Notes
DRS 6.1.5 Release Notes
DRS 6.1.4 Release Notes
DRS 6.1.3 Release Notes
DRS 6.1.2 Release Notes
DRS 6.1.1 Release Notes
DRS 6.1.0 Release Notes
DRS 6.0 Release Notes
DRS 6.0.0.0 Release Notes
DRS 6.0.0.1 Release Notes
DRS 6.0.0.2 Release Notes
DRS 6.0.0.3 Release Notes
DRS 6.0.0.4 Release Notes
DRS 6.0.0.6 Release Notes
DRS 6.0.1.0 Release Notes
DRS 6.0.1.1 Release Notes
DRS 6.0.1.2 Release Notes
DRS 6.0.1.3 Release Notes
DRS 6.0.1.4 Release Notes
DRS 6.0.1.5 Release Notes
Kirona Housing
Job Manager 9
Job Manager 9.3.0 - October 2024
Job Manager 9.1.0 - December 2022
Job Manager 9.2.0 - November 2023
Release Notes Disclaimer
Administering your Field Service Products
Supported Versions Policies
Contents
- All categories
- DRS 6, DRS 5.7 and Job Manager
- User Guides and Help
- DRS Modules
- Cyclical Servicing
- DRS Setup and Options
DRS Setup and Options
Purpose
This article will help you understand how to setup DRS to be used by the Cyclical Servicing Module. There are a few key steps to take in the DRS UI to ensure the module runs smoothly, in conjunction with the configuration needed within the Database.
Worker Skill
The Skill required to deliver the task needs to be added to the Worker Template in order to define the types of work that the Worker will be doing. This needs to be added first so that it can be defined when setting up the Job Template.
Navigate to the following path: DRS > Configuration > Templates > Worker
Select your relevant Worker Template and click Edit.
Under the Abilities section at the bottom you will see an Ability of Skill, click this and click Edit.
Add the relevant Skill to the Possible Values section on a new line.

Job Template
Next we need to add in the Job Template of which will link to the Skill you just setup.
Navigate to the following path: DRS > Configuration > Templates > Job and click Add
For information on all of the other fields please review the Article under Administering your DRS > Templates > Job Template
When adding the resource requirement, ensure your resources are assigned the Skill created in the Worker Skill section.
SOR Template
SOR codes need to be set as a Servicing Requirement within DRS to enable them to be picked up for scheduling automatically.
Learn how to configure your SOR Template here: Manage my SOR Templates
When configuring your SOR, ensure you set your Service Requirement value to Yes
Adding the Skill to your Workers
Once all the rest is configured you need to allocate which workers are going to be able to complete the Servicing Jobs.
Navigate to your Workers page, select the relevant Worker and click Edit.
In the bottom section of the Worker record under Abilities, there is a section for Skill. Click the pencil to add the relevant skill and click Save.
