User assignments

Use User Assignments to change User Assignments.

To change user assignments:

  1. From the Labor menu, select Planning > User Assignments.
  2. Specify this information:
    Plan Date
    The date for the displayed labor plan. The available date range is a facility setting.
    Version
    The version of the labor plan for given date.
    Shift
    These are the time periods during which users work.
    Role
    This user’s role.
    User Role Adjustment

    In this grid, the system displays a list of all associated users. You can change the role of a specific user and also assign a user to a specific area of the facility by task (you can only modify task information for tasks that are associated with the user's role).

    Zones
    This area displays the work assignment by zone and then by task.

    If you make changes to the user assignments, the system saves the information.

  3. Click Save.