Assigning Resources to Orders in the Scheduler

Joshua McKinnon
Joshua McKinnon
  • Updated

Using the Scheduler Timeline

Assigning in the Scheduler Timeline is as easy as 1-2-3.

  1. Select the shifts to show qualified and available resources.

  2. Select your resources.

  3. Drag them to your shifts to assign those resources

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Select Shifts

You can allocate a single role at a time. Selecting shifts highlights the Recommended workers for those shifts based on availability and suitability to perform that role.

  • Select a single shift by clicking on that shift.
  • Select a range of shifts by holding the Shift key while you click on shifts

  • Select multiple shifts by holding down the Windows or Ctrl key (⌘-key on Mac) as you click multiple shifts

  • Select all shifts in the current date range by double-clicking any shift.

Select your Resources

Now select the workers you wish to allocate:

  • Select a single worker by clicking on that worker in the list
  • Select a range of workers by clicking on the first worker, then hold the shift key down while you select the last worker in the range. 

  • Select multiple workers, not in a group, by holding down the Windows or Ctrl key (⌘-key on Mac) as you click on each worker.

Now simply drag the selected workers onto the shifts you selected.

Learn More

Dig deeper into things like assigning assets and operators together, asset attachments and more with Drag & Drop

 

 

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