Prepare a schedule with Fitch

Use incomplete tasks, current bookings, staff capability and available work history to prepare a reviewable weekly draft.

Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Ask a tenant administrator to enable Fitch scheduler prefill if it is not already available.
  2. Open the scheduler, select the target week and choose Fitch prefill.
  3. Run Analyse & prefill selected week. Existing assignments remain protected while the proposal is prepared.
  4. Open the draft preview and inspect every person, job, task, time, confidence score and selection reason. Review warnings and work Fitch could not place.
  5. Have an authorised administrator apply the proposal or discard it. SignBas3 checks the current canonical data again before writing approved blocks.

Good practice

Treat the prefill as a planning draft. Capability is a preference rather than a hard restriction, so a production planner must still review the practical fit.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.