Leave Analysis

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Resource PlannerLEAVE ANALYSIS

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Leave Planner

Saved Requests

Coverage Rules

Tech Attributes

AI Chat

Leave Requests (add multiple technicians then analyze)

Technician	From	To	Notes	Status	Actions

Saved Leave Requests

Attribute Types (add custom attributes like Site Access)

Coverage Rules Matrix (click cells to cycle: Full → Partial → None)

Rows = "Tech has this attribute". Columns = "Role requires this attribute". Green = can fully cover. Orange = can sometimes cover. Red = cannot cover.

Technician Attributes (assign qualifications to technicians)

AI Assistant ready. Ask questions like "Can David Cunning cover for Jeffrey Baculi next week?" or "Who has Advanced NDT and is available March 20-25?"

Leave Planner

Add leave rows, select techs and dates, then Analyze. Shows ALL technicians in a comparison grid with the leave period. Approve leaves to remove techs from the backfill pool dynamically.

Coverage Rules

Define attribute types (e.g. Site Access) and build a coverage matrix. Click cells to set whether one attribute can cover another: Full (green), Partial (orange), or None (red).

Tech Attributes

Assign attributes to technicians. The backfill algorithm uses these to prefer qualified replacements based on coverage rules.

AI Chat

Ask natural language questions. Requires a Claude API key in config.json. Example: "Can this tech go to that site?", "Who can cover for John next week?"

To enable AI Chat: Add "claude_api_key": "sk-ant-..." to config.json on the server. Uses Claude Sonnet for fast responses.

Leave Analysis

Leave Requests (add multiple technicians then analyze)

Saved Leave Requests

Attribute Types (add custom attributes like Site Access)

Coverage Rules Matrix (click cells to cycle: Full → Partial → None)

Technician Attributes (assign qualifications to technicians)

Leave Analysis — Help

Leave Planner

Coverage Rules

Tech Attributes

AI Chat