Assignments Local Menu

Pressing the right mouse button over any assignment will display the Assignment Local Menu.

In the Day/Week view, select the assignment you want to assign an employee to and then select the employee from the Selected Employee list. Press the Assign button or select Assign Employee from the Local Menu and the employee will be assigned to the selected assignment. The assignments left column colour will change to match the colour of the assigned employee. In Employee view, the employee is automatically assigned to whichever employee's column you drag the assignment to.

In the Day/Week view, select the assignment you want to unassign the employee from. Press the Unassign button or select Unassign Employee and the employee will be removed from the assignment.

To delete an assignment, select the assignment you want to delete and press the Delete button or select Delete Assignment and the assignment will be deleted.

An employee can acknowledge that they have seen the assignment by acknowledging it. Select the assignment you want to acknowledge and press the Acknowledge menu option. The Acknowledged By fields on the assignment will be populated with an Employee ID and date/time. This field can then be used in Reporting.

An employee can note the completion of an assignment (not the linked job) by completing it. Select the assignment you want to complete and press the Complete Assignment menu option. The Completed By fields on the assignment will be populated with an Employee ID and date/time.

Select the job linked assignment you want view the assigned job for and either select View job or double click on the assignment. The linked job will be displayed.

Pops up the print Destination screen allowing you to select which Job Card report to generate.

If you want to change any details of an assignment, select the assignment in the calendar and select View from the local menu. The Assignment Maintenance Screen will be displayed.

Displays the Current Assignments screen to display all assignments currently in progress. This is also accessible via a button the Assignments tab of the job card, or the Job Centre.

Send an email to the allocated employee

Send an SMS message to the assignee. See the SMS section for more info.

Select the Status Code to assign the linked job and press the Save button to confirm. Note: This option is only available when the assignment is linked to a job.

Pops up the Time Sheet screen already populated with the relevant date, time, and labour information for this assignment. Once the timesheet is saved, the assignment is marked with a bell icon. This icon will also appear if the timesheet is created using the Time button on the Assignments Maintenance module but not if it was added using the Add Time button on the Job Card. It is there as a visual aid.

Allows the assignment colour be set to something other than that of the job.

Flags this assignment as the primary one for the job. See the Linked Primary Assignment option in Setup.

An appointment will be created in your Outlook calendar. Please note that any changes made in Outlook will not be updated into tsm.

An appointment will be created in your shared Outlook calendar. Please note that any changes made in Outlook will not be updated into tsm.