“Thank
you, thank you, thank you!!!!! I love your software! You've simplified my job
by 300% and have allowed me to make people happy by scheduling around their schedules.”
|
|  |
|
People,
Preferences, and Availability Continue
tour >> People
are the most important asset to any organization. You will want to create a schedule
that is sensitive to the needs of your people. This includes when they are available,
what roles they are able to fill, how often they are available, and with whom
they prefer to work. A better roster will make best use of your valuable human
resource. |
| |
The
People panel is the area in which you manage your people, households, and groups
of individuals or households. Individual
items (Person, Household or Group) can be globally activated or deactivated using
"Active". When inactive, that object will not be automatically assigned
to any schedule. If it is a household or group, then every person belonging to
that household or group will also be treated as inactive. Select a different
tab to enter different types of information.
|
Address/Telephone
These
contact details are options and can be reported in various address lists and rosters. Usage Target
Indicate the preferred serving frequency for a person, any enforced
break, and any pre-assignments (fixed pattern of assignment which the scheduler
will schedule around) for a person
Associations
Indicate relationships between individuals. You can specify any number of relationships
which indicate whether a person prefers to serve with (or not with) another person
of family or group, and also the strength of the preference (from mild to mandatory)
Household Association
preferences
The same preferences can be defined for a household,
for instance, whether to try to roster members of the same household during the
same event, or even whether to try to roster them on different events
Events
For each person you can define which events (services, meetings) they can serve | Roles
Indicate
which roles a person may fill. Settings for a role member (a person-in-a-role)
are set in the main Roles panel - see below Groups
Assign
this person to any existing group Members
If editing
a group, assigne the members of the group, and other options pertaining to groups Scheduled
This tab
shows every timeslot in which this person is current scheduled Absences (availablity)
These may
be specific dates, ranges of dates, or dates according to a pattern, such as the
1st Sunday of every month |
