Assign schedule items

To assign a schedule item, use the following steps.
  1. In the Manage Staff screen, select the
    Assignments
    tab.
  2. Select the
    Schedule Items
    subtab or the
    Urgent
    subtab.
    note
    Schedule items are marked urgent based on your user preferences. Select the
    Expand
    button to learn why the schedule item is considered urgent. Select the
    More
    button in the Urgent tab, or select
    Setup
    ,
    User Preferences
    , then the
    Scheduling
    tab to update your preferences for when schedule items are considered urgent.
  3. Select a schedule item from the list.
  4. To determine whether a selected staff member is qualified, select the alert icon. This symbol means that their staff qualifications do not match the qualifications set up on the schedule item.
    note
    The
    Is Qualified
    column in the staff grid also displays whether a staff member is qualified for a selected schedule item.
  5. To assign the selected item to a staff member, do one of the following:
    • Select the item and drag it to the grid beneath the staff member’s name in the staff pane.
    • Right-click the schedule item and select
      Assign to
      , and then select either
      Work Queue
      or a specific staff member.