Scheduling Project Assignment Work

After you have completed setting the periodic frequencies and have an idea what areas/subsections you want to assign from the previous sections, you will want to assign the periodic work to your project crew.

NOTE:  The Project Assignments Module does not schedule the work automatically.

It is primarily an assessment and tracking tool, which tells you what has been done in each area and the last date it was performed.  You can also assess how individual project workers are completing their tasks.

Below are the steps to schedule your periodic cleaning tasks:

1.  Click on Project Assignments button  to open the Project Assignments module.

2.  Click on the Open option.  This ensures that only rooms that are not scheduled for a project assignment are filtered.

3.  You can also search for projects by clicking on the Search Projects button   to open a figure similar to the one below:

This helps isolate the rooms you want to include in your project work.

4.  Mark the tasks you wish to schedule as shown below:

5.  Click on Schedule Task button  to display the figure below:

6.  Specify how many times to schedule the tasks.

7.  Select the Employee from the “To Employee” drop down field.

8.  Select the Priority level

9.  Click on Starting On combo box and select the Date from calendar:

10. Click on the Create Work Order check box if you want to create a Work Order for the task list and specify the Work Order Date.

11. Enter a Work Order Description to help describe and identify your work order.

12. Click on the Save button  if you are content with the criteria you specified.  You can also click on the “Save & Set Recurring” button.  See section on Re-Occurrence Distribution for more information about this feature.

13. Clicking on the Save button will take you back to the original “Open” list of tasks available to do.

14. Click on the Scheduled option  as shown in the Tabs below and you can view your newly scheduled tasks.

15. The Calendar View tab helps the user to view project assignments as scheduled throughout the month.

The Calendar View tab helps the user to view project assignments as scheduled throughout the Day, Week, Month or Timeline.