Guides
Complete practical tasks
Outcome-oriented instructions for Orkyo users and administrators.
- Auto-schedule a backlog of requestsIntermediateRun the solver over a real backlog, read the preview like a diagnosis, handle the rejects, and commit with confidence.
- Speed up intake with request templatesIntermediateTurn a recurring request pattern into a template with duration and pre-set criteria, then spawn consistent requests from it.
- Create your first scheduleBeginnerModel a request, define required capabilities, and schedule it against a suitable space — the complete first pass through Orkyo.
- Import your existing dataIntermediateLoad your facility lists, people, and reference data from CSV files — in the order that makes each import validate cleanly.
- Model your facility with floorplansBeginnerUpload a floorplan image, draw your spaces onto it, and organize them into groups so the board mirrors your real facility.
- Invite your team and assign rolesAdministratorBeginnerBring your team into the workspace with the right permissions, and verify what each role can and cannot do.
- Connect Power BI to the Reporting APIAdministratorAdvancedCreate a scoped read-only token, connect Power BI Desktop to your workspace data, and set up sustainable refresh.
- Find and resolve conflictsIntermediateProvoke a real double-booking, watch Orkyo detect it, and work the conflicts list back down to zero.
- Match requests to the right resourcesIntermediateBuild a working criteria set — including an enum and a numeric threshold — apply it as capabilities, and verify the match.