Skip to content

Shift Assignments

Shift Assignments record which resource is assigned to which shift, on a given date, and optionally against a specific Work Order.


Accessing Shift Assignments

Open the Resource Management sidebar and select Shift Assignments.


Creating an assignment

Click New Assignment and fill in:

Field Description
Resource Required
Shift Required — your organisation's configured shifts
Date Required
Work Order Optional — link this assignment to a specific Work Order

The assignment list shows each entry's resource, shift, date, and linked Work Order (if any). Use the row's Delete action to remove an assignment.

Tip

Leaving Work Order unset means the resource is assigned to the shift generally, without being tied to a specific order.