Availability, Certification, and Skills Validation

Availability, Certification, and Skills Validation

What's new?

Aspire now validates property availability, certifications, and crew skills when you schedule visits. These checks help prevent common scheduling errors, like assigning crews outside of a property's working hours or without required qualifications, without interrupting your workflow. Warnings display when there’s a mismatch, but you can still complete scheduling after acknowledging the issue.

This guide explains where these validations apply, how they work, and what to watch for.

Requirements

Property availability must be defined on the Property screen. For more information, see Property Availability.
Certifications and skills must be configured for services. See Certification & Skills for more information.

Validation warnings display as icons or modals in the visit scheduling modules. Viewing them requires the appropriate scheduling permissions.

Route Scheduling permission

Full Access to Schedule Board permission (needed to create, modify, and manage visits)
Bulk Reschedule Visits permission (for bulk tools)

Configuration

To configure:

Define property availability.
Assign certifications and skills to services.

For more, see Property Availability and Certification & Skills.

Overview of availability, certification, and skills validation

Aspire performs three key validations during visit scheduling:

Validation type	What it checks
Property availability	Visit falls within working hours defined on the property.
Crew certification	The assigned route includes at least one crew member with each required certification. These requirements can be met by a single crew member or distributed across multiple members on the route.
Crew skills	The assigned route includes at least one crew member with each required skill. Like certifications, these can be fulfilled by different members. Aspire looks at the route as a whole.

These checks apply across workflows:

Schedule Board (Route and Property views)
- Drag and drop
- Drag-to-expand
- Insert blank day
- Recurring schedule edits
Bulk move/reschedule
Visit screen
Visit Details modal
Work Ticket screen

Warnings and modals

When a validation issue is detected, such as missing skills, missing certifications, or a visit falling outside property availability, Aspire displays a hazard icon at the point of scheduling. This icon flags the issue without blocking the workflow. You can still save the visit after reviewing the warning.

How to use validation during scheduling

On the Schedule Board:

Drag a visit to a new time or route.
If there’s a conflict (for example, outside property hours), a warning message displays.
Hover over the icon to review the issue.

In the Visit Details screen:

Click into a visit.
Update the route or date.
Any availability or crew qualification issues trigger a warning.
Review and confirm to continue.

When editing recurring schedules:

Open the recurring schedule from the Work Ticket or Schedule Board.
Set the recurrence type (Weekly, Days Between, or Monthly).
Select a route.
If the route doesn’t meet service requirements, a hazard icon displays.
Optional: You can use the Filter by required skills and certifications checkbox to filter for qualified routes only.

Note:

If the property linked to the work ticket has availability configured, Aspire checks each visit in the recurring schedule against those availability settings. For time- or date-based recurrence types (Days Between, Weekly, or Monthly), visits outside the available window display a hazard icon. The scheduling modal shows availability details so you can adjust before saving.

Keep in mind

Aspire doesn’t block scheduling: these validations help you make informed decisions, but don’t prevent action.
Some recurrence types don’t allow dynamic validation (e.g., Monthly by day). In these cases, a static message lets you know validation isn’t possible.
Use the Filter by required skills and certifications checkbox to streamline crew selection.
These scheduling validations apply to all service types, including fixed-price or capped services, so crews must still meet availability and qualification rules regardless of how the service is billed.