How to assign staff
- Check the Site List to make sure your sites have the correct staffing pattern(Click here to check staffing patterns)
- Activate the sites you will be opening
- Poll staff availability (using an external polling program)
- Import results from the staff poll found in "Manage polling results" function
- Click Assign staff to sites and click Assign Now. This will match staff availability against the staffing requirement for each active site.
- 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