Frequently asked questions

Short answers to the questions that actually recur — editions, roles, quotas, scheduling behavior, and data.

Short answers, with pointers to the full pages. This list grows from questions that actually recur — not speculation.

Which edition am I on — SaaS or Community?

If your workspace address is a subdomain of orkyo.com (e.g. acme.orkyo.com), you are on SaaS. If your organization runs Orkyo on its own servers, it’s Community. The product is the same; the differences are hosting, tenancy, and tiers — see SaaS or Community?.

Why can’t I see Settings (or Administration)?

Roles. Viewers read; Editors get Settings; only Admins get Administration. Details in Users and roles.

Why was my invitation / site / station creation refused?

Most likely a quota ceiling. Check Administration → Usage & Limits — on SaaS, quotas follow your plan.

Why won’t my request schedule onto a particular resource?

Because the model forbids it, and Orkyo names the reason: Required capability missing, Resource is overbooked, Overlaps with a holiday, and friends. Start at How capability matching works and Scheduling and availability.

Auto-schedule left requests unscheduled — is that a bug?

No — it’s a diagnosis. Every unplaced request carries a reason (No compatible resource, Insufficient capacity, …) that tells you what to fix in the model. See Auto-scheduling.

A request stays in the backlog with “Waiting on an unscheduled predecessor” — why?

It waits for work that is neither scheduled nor part of the same run. Orkyo keeps it in the backlog on purpose: a placement there breaks the sequence the moment it lands, and a named reason is more useful than a plan that is wrong on arrival. Schedule the predecessor first. One run covers every resource type, so a predecessor of a different type is placed in the same run when it is in the backlog. See Dependencies and the critical path.

Utilization shows “No capacity configured for this period.” — why?

Utilization is scheduled time ÷ available time, and available time comes from per-site Scheduling settings — working hours, weekends, holidays. Configure those and the percentage appears.

Can I change a criterion’s data type or a field’s key later?

Not once values exist — that would corrupt recorded data, so Orkyo locks it and says so. Create a new criterion/field and migrate deliberately. See Criteria and capabilities.

How do I get my existing data in?

Per page via CSV/JSON (Import and export), or as one validated configuration file via Presets. The walkthrough is Import your existing data. On Orkyo Cloud, import/export is a Professional and Enterprise feature.

How do I get my data out?

Three ways: per-page exports, the organization-wide JSON export (Organization settings), and — for BI tools — the read-only Reporting API. On Orkyo Cloud these are Professional and Enterprise features.

Is there an audit trail?

Yes — sign-ins, admin changes, and support access, under Administration → Audit Log. Tier-gated on SaaS, always on in Community.

What can the AI assistant do, and what does it send to Anthropic?

It reads your schedule, explains conflicts, opens the page you ask for, and proposes changes that you approve. It never changes your schedule on its own. It runs on your own Anthropic API key, so your messages and the workspace data it reads go to Anthropic under your own agreement. See AI assistant.

Why does the assistant say the demo AI limit is reached?

The public demo has a daily limit on interactions, because many people share one demo account. The count starts again the next day. Your own workspace has no daily limit unless an administrator sets one.