When creating or scheduling Jobs, you may not know who will be doing the actual work. You can assign Resources to different Teams directly from your Dispatch Board to make sure you have the most accurate personnel for the day's Jobs.
To assign Teams, use the following steps:
- Go to Scheduling > Dispatch Jobs.
- Hover over More.
- Select "Assign Teams".
- Select a date, if needed. The date defaults to the date in the current Dispatch Board view.
- Click and drag Employee and Vendor name(s) from the "Unassigned" list to Teams on the right. You can also click and drag Resources between Teams.
- Click on the "X" to exit from the Assign Teams overlay when done. Changes are saved automatically.
Note: An employee cannot be listed on more than one crew at a time.