This guide will walk you through the steps to manually assign a guard to a specific shift within a request.
Steps to Manually Assign a Guard
-
Log In
Log in to your account to access the platform. -
Access the Request
Navigate to the request where you need to assign guards. -
Locate the Shift
Find the shift you want to assign a guard to. -
Open the Assignment Options
Click on the three dots on the right side of the shift row. -
Select "Assign"
From the dropdown menu, click Assign. -
Set Filters in the Assignment Modal
In the assignment modal, apply the desired filters (e.g., certifications, availability) to narrow down your options. -
Choose the Guard
Select the guard you want to assign to the shift by clicking on their name. -
Confirm the Assignment
Click the Assign button to finalize the assignment.
Tips for Success
- Use filters to ensure the assigned guard meets the specific requirements of the shift, such as certifications or proximity.
- Double-check the shift details before confirming the assignment to avoid errors.
If you encounter any issues or have further questions, contact support for assistance.
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