Temporary Team Assignments

You can assign Resources to teams permanently or temporarily. This allows you the maximum flexibility when assigning daily work. For information about permanent Team Assignments, click here

Permanent Team Assignments are optional. It's a safeguard to help make sure daily work is assigned to someone for completion. You can also override the default Team Assignment settings or add resources to a Team from the Dispatch Board or the Calendar. To do this, use the following steps:

From the Dispatch Board

  1. Go to Scheduling > Dispatch Jobs.
  2. Go to the day or enter the date to update the Team assignment (this will not work for a date range. A Team can only be updated on a daily basis).
  3. Hover over More.
  4. Select "Assign Teams". 

    mceclip0_-_2020-12-01T104310.775.png
  5. Make sure the date in the date field is correct. 

    mceclip1_-_2020-12-01T104423.110.png
  6. Click and drag Resources to the correct Teams.
  7. Click the "X" in the corner of the overlay to close it. Changes will save automatically. 

 

From The Calendar

  1. Go to Scheduling > Calendar.
  2. Hover over More.
  3. Select "Assign Team".
  4. Make sure the date in the date field is correct. 

    mceclip1_-_2020-12-01T104439.204.png
  5. Click and drag Resources to the correct Teams.
  6. Click the "X" in the corner of the overlay to close it. Changes will save automatically. 
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