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:

1. Define property availability.
2. 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:

These checks apply across workflows:

• Schedule Board (Route and Property views):

  • Drag and drop

  • Drag-to-expand

  • Insert blank day

  • Recurring schedule edits

    • Important: Property validation only runs for Weekly recurring schedules and Monthly schedules set to a specific weekday. Other schedule types will always show the hazard icon, even if there’s no actual issue, as a reminder to check the property availability manually.

• 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:

1. Drag a visit to a new time or route.

2. If there’s a conflict (for example, outside property hours), a warning message displays.

3. Hover over the icon to review the issue.

In the Visit Details screen:

1. Click into a visit.

2. Update the route or date.

3. Any availability or crew qualification issues trigger a warning.

4. Review and confirm to continue.

When editing recurring schedules:

You can edit a recurring schedule from the Work Ticket or the Schedule Board.

1. Open the recurring schedule from the Work Ticket or Schedule Board.

2. Set the recurrence type (Weekly, Days Between, or Monthly).

3. Select a route.

4. 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.

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.