Once you've created your Order and your shifts, you're ready to schedule your resources (workers and assets) 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(Workers and Assets ). Or, read on for the written steps below.
Disclaimer: This video was recorded using an earlier version of Assignar. As the platform is continuously evolving, some screens, features, or workflows shown may differ from what you currently see in your environment.
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 or use Shift to select a multiple shifts in a row.
Next, select and drag the workers you want to assign to those shifts
You can hold down Command/Shift on your keyboard to select multiple workers at a time. Once selected simply drag them to the shifts you like to assign them to.
If you want to assign your assets, its the same process
Select your required shifts and then choose Assets/Equipment on the resources tab. Choose the asset you want and drag into place.
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. Instead of dragging on the piece of asset select the blue ">" next to the asset. Then a list of recommended workers will appear, drag the worker on to the schedule and assets will come with.
