Once you've created your Order and your shifts, you're ready to schedule your resources (workers and equipment) to them. The easiest way to do this is from the Timeline view in Scheduler.
Watch this video
To learn how to create your shifts, setup your Orders and assign your Resources. Or, read on for the written steps below.
To begin scheduling your workers, first select your shifts
We'll then show you all the workers that are available during your selected shifts. Tip: You can hold down Command on your keyboard to select multiple shifts at a time.
Next, select the workers you want to assign to those shifts
Tip: You can hold down Command on your keyboard to select multiple workers at a time.
Drag and drop your workers into the shifts
If you want to assign your equipment, its the same process
- Select your required shifts
- Go to the Equipment (Assets) tab as shown below
- Select your equipment
- Drag and drop!
If you want to assign a worker to a piece of equipment
If you want to assign a worker to a piece of equipment, then there's just an extra step.
- Select your required shifts
- Go to the Equipment (Assets) tab as shown below
- Next to the equipment's name, tap the
icon.
- Then, select the worker to assign the equipment to.
- Drag and drop!
Can I assign my resources to multiple Roles at a time?
No.