Assign schedule items
To assign a schedule item, use the following steps.
- In the Manage Staff screen, select theAssignmentstab.
- Select theSchedule Itemssubtab or theUrgentsubtab.noteSchedule items are marked urgent based on your user preferences. Select theExpandbutton to learn why the schedule item is considered urgent. Select theMorebutton in the Urgent tab, or selectSetup,User Preferences, then theSchedulingtab to update your preferences for when schedule items are considered urgent.
- Select a schedule item from the list.
- 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.noteTheIs Qualifiedcolumn in the staff grid also displays whether a staff member is qualified for a selected schedule item.
- 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 selectAssign to, and then select eitherWork Queueor a specific staff member.
