Assigning a Task
1. Select the Task you wish to assign. Once the task is selected it will expand to show the user the skill set or skillsets that are required for the task.
A task can still be assigned to a Tech even on the days that Tech isn't scheduled to work.
Related Article: Overview of the Task Tiles in the Daily Capacity view
2. The Supervisor/Planner Scheduler should try to schedule this task according to the skillset assigned which in this case is Associate Technician. In the scheduling grid scroll the the lines for Associate Tech.
3. Once you know which Associate Tech and what day you wish to schedule this task hover over that day to see the Assign button. Click on it!
If you click the Expand Button, you can see the Tasks that have been assigned to the Technician for any certain day.
Users will also have the option to assign a task that doesn't have a matching skill set in the grid. This can be done by using the blue Assign link in the task tile. This will allow users to select ANY technician and to choose any day in the scheduling period.
4. Once the task is assigned the hours will show up on that day.
5. The techs name will then show up on the task tile.
6. The total progress circle at the end of the line will reflect the changes in a percentage.
Some tasks may have multiple skillsets assigned. In this case the task may look similar to this. Users will assign the same way for ALL skillsets on a task.
Unassigning a Task
7. To unassign simply check the eraser icon in the task tile.
8. The name of the tech would disappear and be replaced with Unassigned.
9. A notification will appear confirming the change in skillset.
In the case where the assigned tech calls in sick, and the work still needs to be performed on the same day, you may need to change the skillset required.
In this case, follow these steps:
- Unassign the existing technician using the eraser
- Click the X under the skillset to remove the assigned skillset
- Click the plus sign to add a different skillset of the person available to do the work
- Assign the new technician
How to Assign MULTIPLE tasks to a single Technician
10. Single Selection toggle - this can bu used when single or multiple task scheduling is being performed. If multiple task scheduling is selected, when the user clicks on a task tile, it will select the tile for scheduling. They can click on multiple tasks tiles in the list in order to schedule all of them to a single tech on a specific day. The tasks selected will show as yellow.The user can also "clear all" selected tasks, as well as deselect a single task.
ONLY Supervisors will see this functionality.
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