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schedule under lead and delivery schedule
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It seems like when I set a delivery schedule under the deliver tab that it makes it so that I cannot go back into the lead and schedule a worker. It only shows vehicles when you try to add a shift, not employees. Do you need to use one or the other? Can you link a worker to a vehicle for scheduling purposes? thanks
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If you can give me an example lead, I'll check it, but I think I have some recommendations that might help. You can do your worker scheduling directly from the routing area. After you have filled your vehicles, you can click the little calendar icon next to the truck name to schedule workers. You should be able to schedule workers on a lead even after you route a lead. So, send me an example if this is still an issue. Thanks.
If you can give me an example lead, I'll check it, but I think I have some recommendations that might help. You can do your worker scheduling directly from the routing area. After you have filled your vehicles, you can click the little calendar icon next to the truck name to schedule workers. You should be able to schedule workers on a lead even after you route a lead. So, send me an example if this is still an issue. Thanks.
Ok, look at any of the leads from March 25 and try to add a schedule. It won't let you add anything but a vehicle. I tried adding a worker from the scheduling but it doesn't seem to save it. Each time I go back in to view it is gone. When the worker logs in to do his routes he has nothing on his schedule and cannot access the delivery info. thanks
Ok, look at any of the leads from March 25 and try to add a schedule. It won't let you add anything but a vehicle. I tried adding a worker from the scheduling but it doesn't seem to save it. Each time I go back in to view it is gone. When the worker logs in to do his routes he has nothing on his schedule and cannot access the delivery info. thanks
Thanks for the example. Everything is clear now. When you have shifts scheduled, and click to add a shift, we assume it will be for the same position. So we only load workers/vehicles in that position. If you change the position to another position or to select... and then click the blue update arrow, you will get all workers in that selected position. Or if select... is chosen, you will get all your workers regardless of position.
Thanks for the example. Everything is clear now. When you have shifts scheduled, and click to add a shift, we assume it will be for the same position. So we only load workers/vehicles in that position. If you change the position to another position or to select... and then click the blue update arrow, you will get all workers in that selected position. Or if select... is chosen, you will get all your workers regardless of position.
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