Essential Resources: To complete this training you must have access to eFactoryPro.
This training will take you through how to set your default site location in the Work Module
Technicians will be assigned to tasks through the Daily Scheduling functionality in the Planner Portal. This assignment is managed by the Supervisor or Planner/Scheduler (P/S).
A major benefit of the Daily Scheduling Portal is that multiple people with different skill sets—and even different schedules—can be assigned to a task.
1. To edit the task summary, click the pencil icon.
A pop-up box comes up.
2. At the bottom of the popup box you will see an Assignments button.
Click this to open an new screen. The fields in the Assignments tab will be read only.
3. If the task is assigned to multiple Technicians, the panel will show all technicians and their corresponding time.
This can only be done through the Scheduling Portal.
4. You will only see the option to Open in Daily Capacity if you have supervisor permissions.
5. Click Back to return to the pop-up box.
6. Click Cancel or Save to return to the grid.
7. If it is not assigned to anyone, it will say No Assignments.
8. Another way is to go to scroll down while in the Summary of a Task (bottom panel). Under the Top summary part users will see SKILLSETS. This will list if a technician has been to assigned to this task. This will show a single or multiple techs.
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