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How to Schedule Manually

Andrew Dotto Updated by Andrew Dotto

Manual Assignment allows users to directly schedule a job to a specific worker at a defined time, bypassing the automated scheduling process. This is typically used for exceptions or special cases where the standard scheduling rules cannot accommodate the requirement. It provides greater control over how and when work is assigned, while still allowing users to validate scheduling constraints and apply appropriate controls during the assignment process.

How to Manually Assign Your Tasks

To Manually assign a job click on jobs from the navigation menu > from the view select the job > Click on the Manual assignment button

The manual assignment window will open, allowing you to set your own scheduling solution, using the following options

Function

Detail

Cancel

To close the window

Schedule Now

once everything is populated click this to schedule the job

Diagnostic

Click to see diagnostics on whether the job can be scheduled or not and if not why

Set Job Manually

set the window start and end date and times (this will be the Time Slot allocated)

Set Job Slot From Slot Hours Configuration

choose a slot from your configuration – this is recommended to guarantee a slot based on your setup and send the correct text and confirmation.

Update Current Time Window

changes the current time window

Assignment From and To

set within the slot when attendance needs to be.

Time Lock

lock the job to this time or not

Assigned To

Select the worker required

Lock While Assigning

Lock to the worker Yes/No

If scheduling fails, immediately force without asking

if the job cannot be scheduled do you want to automatically force this job without any warning. Yes/No – This is based on permissions against the profile.

Once you have selected the options that best suit your scheduling solution, select Schedule Now.

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How to Optimise Your Scheduling

Scheduling Mutliple Jobs at Once

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