Previous Topic

Next Topic

Book Contents

Book Index

Job Slots

Job slots show with a color coded "thermometer" along their left side indicating how complete they are.

People who are assigned to a job slot that has a status other than "Normal" or "Pending approval" don't count towards a slot's fill level. Assignments of more than one person, e.g. a team, count as more than one person when determining if the slot is full or not, but they only show once on the listing. When you've clicked on a job slot, on the lower-right side of the screen you'll see the Entrants panel. From here you can work with the individuals and their current assignment by right-clicking on a person.

Linked Graphic

Creating new job slots

Create a new job slot by right-clicking on the grid and selecting Create job slots and then selecting the job, or by dragging a job from the listing of jobs on the right side onto the grid.

See Create Job Slots for more specifics on creating new job slots.

Working with existing job slots

Edit an existing job slot with the mouse by clicking on it and dragging it (changing its start date/time and/or location), or resizing the top or bottom of it to change its start time or duration respectively.

Right-click on a job slot to bring up a menu of tools for that job slot:

Edit this job slot

Just this one

Any changes made here affect only this job slot, and none others.

This and future ones

Changes you make affect this job slot and all other identical ones like it in the future. VSys will prompt you, before you make any changes, with the number of future slots that would be changed.

Extend it into the future

Extend this job slot into the calendar.

 

Remove slot from schedule

Just this one

Removes this job slot. If there are any assignments within this slot, deletes them as well.

This and future ones

Removes this job slot and all others like it in the future, and if there are any assignments within this slot or its successors, deletes them as well. VSys will prompt you with the number of future slots that would be affected.

For a range of dates

Removes the job slot, and any assignments within, between two specified dates. This may be restricted to specific days of the week.

 

 

Assign an entrant

Automatically find someone to assign

Search for people who have assignments for this job, past hours for it, or have it as a current job association. Select one or more of these criteria, along with a time period, then drag and drop entrants from that list onto the job slot.

Assign entrant (by name)

Opens the person lookup tool to let you find someone by their personal data. Click on them to add them to this slot.

Assign entrant (using your own criteria)

Shows the advanced person lookup tool where you can use any number of your own criteria, including lists and other filters, to search for people then drag them onto this job slot.

 

 

See tracked changes

Tracked changes will give the history of changes to this job. If security is enabled it will indicate the user who made the change.

See Also

Jobs/Slots Calendar Tool

Elements

Views

Non-Slot Assignments