Assignments

Assignments is a page where admins can create long-term Requests and Assignments and see who requested assignments in the far right column.

How to Add a Resource Request:

• From the top navigation bar find ‘Scheduling.’ Select ‘Assignments’ from the drop-down menu.

• Select resource type (Employee, Crew, or Asset).

• Here, users can create Assignment Details.

• Choose a primary category and additional categories.

• Assign to a job and phase, or set custom dates.

How to Assign a Resource:

1. Select the ‘Find’ button

2. Check marks will appear on what will be projected onto the Map

• Map will visually show the distances of resources and the Jobsite of the assignment

• Grid will list the resources, their categories, distance to site, other allocations at start date of request, total availability over the duration of the request, and if they have the certifications required for the job.

3. Select ‘Move’. User will be prompted to confirm. Select ‘Cancel’ to make changes or ‘Confirm’ to continue.

How to Send Schedule Updates:

• Users can also Notify Employees of Long-Term Schedule Updates by selecting Scheduling > Assignments>Send Button. A box with sending options will appear.

  • The following options include:

    • Send to employees not notified yet OR send to all employees

    • Email OR Text Message

    • Message Format

      • Preview OR Email

    • Sending Options

      • Now

      • Tomorrow morning (8am)

      • Tomorrow afternoon (1pm)

      • Custom

    • When the user's message is ready select ‘Send.’