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 Job Scheduler, Job Calendar etc.., Client Roster gives you a different point of view.
1. Go to Scheduler → Client Roster.
2. The Client Roster screen appears for you to select the Billing Customer and Job.
You also have a few things that you can do from here:
Download Schedule - allow you to download schedules similar to downloading schedules from Job Scheduler.
Email Scheduler - allow you to email schedules to specific users and this is also similar to the button you see in 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.
Manage Roster -
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 the Start Time and End Time.
- 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 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 date.
