Accessing an Allocation Screen

Allocation Screens are visual scheduling tools used to organise and assign work. They allow you to plan jobs based on available skilled persons or external suppliers, ensuring tasks are scheduled efficiently and resources are used effectively.

Layout and Workflow

• Unscheduled Work (Left Panel) – Displays jobs that have not yet been assigned.

• Schedule (Right Table) – Organised by date/time (columns) and skilled persons (rows).

Jobs can be dragged or assigned from the left panel into the schedule grid on the right. They can also be rescheduled while in the schedule grid.

Allocation Screens view can be adjusted on the top right corner of the table to suit your planning needs: Daily, Rolling Weekly, Work Week

Work can be filtered by criteria such as job type, branch, or status. These are normally found on the top of this screen.

The screen can be set to refresh automatically at intervals, ensuring you always see the latest updates as changes are made.

Roles

Skilled persons are set up in the system according to their roles. When scheduling, the system automatically aligns the type of work with the appropriate skilled person:

• Inspections → Yard Staff

• Transport → Drivers

• Work Orders → Technicians

External suppliers can also be scheduled in the same way when work is outsourced. This can be done on the Suppliers Details Screen to configure.