Shift tasks that are planned inside the shift. They can be assigned to the employee. Mostly, they are coming from the Site Extra workload rules in the system.
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How do I plan additional tasks?
It is possible in the day view to manage the tasks inside the shift. Possible actions:
- Edit task time:
1. Press on the selected task in the Day view
2. Enter the new time for the task
3. Press the Save button
If the task was edited (and doesn't match the original source - Extra workload rule), it will be displayed with a black border and will have a tag - Modified
- Assign task:
1. Press on the selected task (it should be in the unassigned row) in the Day view.
2. Press the button Assign task
3. The system will show you possible options who can have this task based on the assigned shifts in the schedule. By pressing the button Assign task, the system will move the task from unassigned to the selected employee.
If no one can have that task, the button Show Others
4. The system will show you possible shifts based on the time and will show the reason why some shifts can have these tasks. It is for understanding and error searching, not for assigning tasks to the shifts with errors. For example, an employee doesn't have the required skill to complete the task.
- Reassign task:
1. If the task is assigned to the employee's shift, it can be moved to other employee shift (if there is an option). Press on the task.
2. In the task detailed view, press the button Reassign.
3. The system will show you possible options who can take this task based on the activities and competences assigned. By pressing the Reassign button, the system will move the task from one employee to another.
If there are no options available system will show you the message and the button Show Others. It is for understanding and error searching, not for assigning tasks to the shifts with errors. For example, an employee doesn't have the required skill to complete the task.
- Unassign task:
1. If a task is assigned to the employee's shift, it can be moved to the unassigned task list. Press on the task.
2. Select action - Unassign.
3. The system will ask for your confirmation for action. Press the Unassign button again.
4. The system will move the task from an employee's shift to the unassigned task list.
- Restore original task if modified (Show source / Reset to source):
1. It doesn't matter whether the task is assigned to the shift or in the unassigned list. If the task has with black border, you can restore the original task parameters. Press on task.
2. Press Show source
3. Press the Reset button to source.
4. System will set the source task start and end time (this information will be visible in the third line of the task (in example: Source: 07:00 - 12:00). The text that is in bold shows what will be edited.