Step 1: Access the Planner Page
Navigate to the "Planner" or "Schedule" page.
Step 2: Locate Staff List and Vacant Shift
On the left side of the planner, you'll find a list of staff members which can be filtered.
On the planner, identify an empty shift where you want to assign the selected staff member.
Step 3: Drag and Drop Staff Member into Vacant Shift
Click and hold on the staff member you wish to assign from the list on the left.
Drag the staff member from the list and drop into the vacant shift on the planner.
Step 4: Confirm Assignment
If the staff member is eligible and available, the staff member will appear on the shift with an 'Unconfirmed Status'. If you wish the staff member to see the shift on the uTRAC App, update them to 'Confirmed'.
If the staff member is not eligible or available, you may receive a warning preventing the assignment. Some warnings can be bypassed by clicking confirm e.g. if a staff member is double booked, you'll be given the option to remove them from any conflicting shift to proceed with the attempted assignment.