How to Assign Work in Manage Operations

In Mazévo Operations, you can assign the setup and delivery of resources to one or more members of your staff.

Overview

For each booking and service required, you can optionally assign the setup and delivery of those services to members of your staff.  Once the work has been assigned, your staff members can filter the list work to items that have been assigned specifically to them.  

The assignment process is optional, as some installations of Mazévo prefer to have the workers manage their own work assignments.

Setting the filters

There are several different filters available to help remove locations and services that are not your responsibility. 

Buildings and Statuses

1. Navigate to Operations > Manage Operations.

2. Click on Filters, located at the top right on the grid.

3. On the Buildings tab, select the buildings using the checkboxes that you would like to include in the results.

4. On the Statuses tab, select the statuses using the checkboxes you would like to include in the results.

5. Press Save.

Service Providers and Staff

On the Manage Operations screen (Operations > Manage Operations):

1. Click on My Staff.

2. Click on Choose Service Providers, and using the checkboxes, select the appropriate service providers.

3. Press Save.

4. Click on Choose My Staff, and using the checkboxes, select the appropriate workers.

5. Press Save.

When you use Choose My Staff, only users with the Service Worker role are available for selection.

Assigning staff to services on bookings.

1. Navigate to Operations > Manage Operations.

2. Select the appropriate date from the date navigation tools.

3. Optionally, check Only show my service providers to limit the bookings to those with services you've filtered for.  If unchecked, all bookings for the select date will be displayed.

4. Click on the Event Name to edit the work assignment.

5. Click on Assign Staff and select the workers to assign.

6. Press Close to return to the list of bookings.

Assigning staff to work items.

1. Navigate to Operations > Manage Operations.

2. Select the appropriate date from the date navigation tools.

    On the Work Items tab, 

3. Click on the Service Provider to edit the work assignment.

5. Click on Assign Staff and select the workers to assign.

6. Press Save to close the assignment popup and press Save to save the work item.