Person Allocation
Use the Person Allocation Window to allocate and deallocate people to equipment and locations - this will typically be of use after a site meeting at the start of a shift.
Select View | Person Allocation on the menu or click the Person Allocation button on the toolbar.
You can also Allocate an operator to equipment using various context menus.
To allocate people to equipment or locations:
- Click on the Person Allocation button on the main toolbar.
- Make sure the Equipment tab is selected in the Person Allocation window.
- Select a Person from the People pane.
- Select a Role from the Roles pane.
A tick will be displayed next to the name of the people who are qualified for that role.
- Drag and drop the person's name onto the appropriate Equipment row.
The person/role allocation will be displayed for that equipment:
It is possible to allocate more than one person to a unit of equipment, but there can only be one operator. When you allocate an operator to a unit of equipment, the person you allocate will replace the current operator (if any). If the person you are allocating is already assigned to another unit of equipment, he or she will no longer be allocated to that equipment.