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2. The Client Roster screen appears for and you can filter to select the Billing Customer and Job which displays all assigned users.
You also have a few things that you can do from here:
- Download Schedule - allow you to download schedules similar to downloading schedules from Scheduler → Job Scheduler.
- Email Scheduler - allow you to email schedules to specific users and this is also similar to the button you see in Scheduler → Job Scheduler.
- Confirm Current Bookings - allows you to confirm all visible unconfirmed bookings which will generate a timesheet for each unconfirmed booking displayed on the roster.
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3. To assign a job to a new user or more users, click Manage Roster.
4. Search the user or users and then select the billing customer and corresponding job . Enter as well as enter the Start Time and End Time.
You can follow this sequence:
- Select the User or Users you want to create the booking for
- Select the Billing Customer and Job you would like to schedule
- Select the Start Time and End Time
- Click on the scheduler (the area where you see dates and alternating columns of blue and yellow) and booking will be created.
In this example, we selected Job J112544 and created a booking for Amelia on Tuesday 12 January. If you want to book it on a different day, just repeat the steps but click the area below the corresponding date.
Note: The columns in yellow indicate a free schedule and the columns in blue indicate that they have been booked.
