Client Roster is another way of scheduling jobs and it's one of the options that you can choose when accessing the Scheduler. Just like the other ways of scheduling jobs such as from Job Scheduler, Job Calendar etc.., Client Roster gives you a different point of view so you may use this only if applicable in your area.
1. Go to Scheduler → Client Roster.
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2. The Client Roster screen appears and you can filter to Billing Customer and Job which displays all the assigned users booked for that job.
You also have a few things that you can do from herethis screen such as:
- Download Schedule - to download schedules similar to downloading schedules from Scheduler → Job Scheduler.
- Email Scheduler Schedule - to email schedules to specific users and this is also similar to the button you see in Scheduler → Job Scheduler → Email Schedule.
- Confirm Current Bookings - allows you to confirm all visible unconfirmed bookings which will generate a timesheet for each unconfirmed booking displayed on the roster.
3. To assign book a job to a new user or more users, click Manage Roster.
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- 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 column where you see dates and alternating columns of blue and yellow) and booking will be created.
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Note: The columns in yellow indicate a free schedule and the columns in blue indicate that they have been bookedactive bookings.
