How to assign staff


  1. Check the Site List to make sure your sites have the correct staffing pattern(Click here to check staffing patterns)
  2. Activate the sites you will be opening
  3. Poll staff availability (using an external polling program)
  4. Import results from the staff poll found in "Manage polling results" function
  5. Click Assign staff to sites and click Assign Now. This will match staff availability against the staffing requirement for each active site.
  6. Click Download list of assigned staff and send that file to the robocaller/mass emailer. You will need to craft the assignment message at this point.

See next wireframe