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Beginner

Create your first schedule

Model a request, define required capabilities, and schedule it against a suitable space — the complete first pass through Orkyo.

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Outcome

You will create a request with a real requirement and schedule it onto a space whose capabilities satisfy that requirement — first by hand on the Utilization board, then once more via auto-scheduling. Along the way you touch every part of the planning model once.

Before you begin

  • An Orkyo workspace with at least one site and one space. A fresh workspace created from a starter template with sample data works perfectly; an empty one just needs a space added under Spaces first.
  • The Editor or Admin role — Viewers cannot create criteria or requests.

Step 1 — Define a criterion

Criteria are the vocabulary that connects requests to resources.

  1. Open Settings → Criteria and choose Add Criterion.
  2. Enter a Name — for this guide, Projector.
  3. Set Data Type to Boolean (true/false) — the simplest kind: a space has a projector or it doesn’t.
  4. Under Applies to, make sure spaces are selected.
  5. Choose Create.

Step 2 — Give a space that capability

  1. Go to Spaces and open the Spaces tab.
  2. Open the space you want to schedule into and find its Capabilities section.
  3. Add the Projector criterion and set it to true, then Save Changes.

Your space can now truthfully answer the question the request is about to ask.

Step 3 — Create the request

  1. Go to Requests and choose New Request.
  2. Under Basic Information, name it — e.g. Team briefing.
  3. Under Requirements, add Projector.
  4. Leave Schedule (Optional) empty — we’ll place it on the board instead.
  5. Choose Create Request. It now sits in the backlog as Unscheduled.

Step 4 — Schedule it by hand

  1. Go to Utilization and open the Spaces tab. Pick a comfortable scale — Week or Day.
  2. In the Requests panel, find Team briefing (filter by Unscheduled Only if the list is long).
  3. Drag it onto the row of the space from Step 2, at the time it should run. The drop indicator shows the landing slot; release to place it.
  4. The request’s badge flips to Scheduled, and the placement appears on the grid.

Try dragging it onto a space without the Projector capability instead: Orkyo flags Required capability missing — the match from capability matching doing its job.

Step 5 — Once more, automatically

  1. Create a second request the same way (Step 3) — Team briefing #2, same requirement, unscheduled.
  2. On the Utilization board, press Auto-schedule unscheduled requests.
  3. The Auto-schedule preview opens: “Review the proposed placements before committing them.” Check the proposed assignment — request, space, start, end — and the Unscheduled section for anything the solver could not place (with a named reason such as No compatible space).
  4. Choose Apply to commit, or Cancel to discard. Nothing changes until you apply.

Where you are now

You have exercised the full loop: vocabulary (criterion) → capability (space) → requirement (request) → placement (board) → automation (solver). From here: