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Editing Assignments

You can edit an assignment's ending time through the Daily Inquiry screen.

To edit the assignments:

  1. Access the Daily Inquiry screen (Refer Accessing the Daily Inquiry Screen).
  2. Search and display the employee information in Daily Inquiry screen. (Refer Search Employee).
  3. You can change the End Time of the assignment. The end time should be within the Schedule Duration.


    Fig.1 Daily Inquiry - Edit Assignments

     

  4. Select the check box(es) to the left of the assignment where the ending times were changed.
  5. Click  (Save) to save the edited end time of the assignments.

Deleting Assignments

You can delete an assignment when one or more assignments exist for the selected employee's workday. Assignments with COM and ERR status can be deleted. You can delete more than one assignment at a time.

To delete the assignments:

  1. Access the Daily Inquiry screen (refer to Accessing the Daily Inquiry Screen).
  2. Search and display the employee information in Daily Inquiry screen (refer to Search Employee).
  3. Select the assignment to be deleted.


    Fig.2 Daily Inquiry - Select Assignment to Delete

     

  4. Click    to delete the assignment and a popup will appear asking for confirmation to delete the selected assignment(s). 


     

    Fig.3 Daily Inquiry - Confirm Deletion of Assignment

     

    Note
    titleNote
    • If you click Cancel, the assignment will not be deleted.

     

     

  5. Click  to delete the assignment. The assignment will be removed from the employee's Daily Inquiry along with the metrics associated to that employee's day (i.e. performance).

     

Transferring Assignments

The assignment Transfer button enables the user to transfer one or more selected assignments from one employee's work schedule to another employee's work schedule on the same day.

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