(This page is under construction, click here to see legacy documentation.)
(Video)
Overview:Overview:
Not all People will want to be included in the list for scheduling.
A concept of Work Groups is provided for people to be scheduled and to be included in one or more Work Groups. For example you may have Plumbers and Electricians as different Work Groups. Alternatively you may have a geographical split of Victoria or New South Wales.
It is suggested that a Work Group of "All" is established, which contains all people who are able to be scheduled. This by convention is the default people view used when the scheduling screens are opened.
To create a Work Group
Resource Scheduling→ Work Groups → +New → Enter Description → Save
To include People in a Work Group
From Work Groups select People link on the appropriate Work Group → Select Person(s) in 'Selected' → Save
The List of People is from the People Table. Employees and External People are listed.
A person may be included in one or more Work Groups.
Screen Guide:
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