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How to set restrictions on tasks

Tasks can be set with qualification and staff label restrictions to control which staff are eligible to work those tasks.

Updated over a year ago

Step 1: Go to the Tasks Section on the Admin Page

  • Open up the admin page from the top menu, it should automatically open up the tasks section.

Step 2: Right Click a Task and Select 'Label Restriction'

  • Choose which staff labels restriction you would like and then click add.

Step 3: Right Click a Task and Select 'Qualification Restriction'

  • Choose which qualification restrictions you would like and then click add.

Step 4: Attempt to Assign Staff

  • Schedulers will not be able to assign staff to any shifts where the staff do not have the required staff labels.

  • Schedulers will not be able to assign staff to any shifts where the staff do not have the required qualifications that are in date at the time of the shift.

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