Adding New Assignment

Adding New Assignment

Purpose

  1. To explain how to add a new assignment on the Shift Board.
  2. Assignments are the basis of the Shift Board- they are where individuals are assigned. The assignments also allow you to set specific Qualifiers needed, as well as shared groups. 

Video 


Directions 

1. Click on Scheduling > Setup.






2. Click on Assignments.


Click on Assignments.



3. Here you can see any current assignments within your department. Lets add a new one by clicking Add Assignment. 


Here you can see any current assignments within your department. Lets add a new one by clicking Add Assignment.



4. Here you can fill in the:
  • Name. 
  • Address Details for the assignment.






5. Next, you can associate the assignment with:
  • Unit Call Signs. 
  • Apparatus.
    • This Affects pulling names into Fire Reports.
  • Stations.
  • Boards.
  • Assignments.
    • This helps when you are using Compound Rotations.
    • It will pull up the associated assignments when placing users on those Compound Rotations. 
  • Divisions.






6. Finally, you can:
  1. Set the Recurrence Rule (When will the assignment appear on the Shift Board?)
  2. Set the Start and End Time. 
  3. Set the First Occurrence (when it will first appear on the Shift Board.)
  4. Set the Last Occurrence (leave blank if permanent, fill in if a temporary assignment.)






7. Click on Positions. 


Click on Positions.



8. Click on Add Position.


Click on Add Position.



9. Determine:
  • What qualifier, if any, will the position hold. 
  • What riding position will the person land on in Fire and EMS Reports. 
    • The Riding Positions are created in Fire Incident Setup.
  • If the individual is the Officer in Charge.
    • This will automatically place the individual in that position on Fire and EMS Reports. 
  • If the position will count as a vacancy on the Shift Board. 
You can add additional positions as needed. 

Warning
IMPORTANT: For the OIC feature to work, users must have data in the API ID field in their personnel record. Agencies without API connections have been placing the Personnel ID in this field. 


Alert
NOTE: If the Qualifier field is not allowing you to choose a qualifier, double click and the drop-down should appear.





10. Click on Add Shared Group. This allows you to assign a group requirement to the assignment. I.E. a Heavy Rescue that needs three TRT members could be set using the Shared Group Requirements. 





11. Click on Save when done. 


Click on Save when done.



12. On the main page, you can edit existing assignments by selecting the pencil, or delete by selecting the trash can. You can also change their position on the shiftboard by selecting the four arrows to the left and dragging/dropping to its new position. 




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