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

Open

To include People in a Work Group

From Work Groups select People link on the appropriate Work Group → Select Person(s) in 'Selected' → Save

Open

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:

Next Steps: