Needed Positions

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Set up needed positions in templates or plans when you don't yet know who you want to schedule, but you need a certain number of people to fill a position. Then you can easily schedule people by selecting the needed position.

Check out the video below, and then read the rest of the article to learn Needed Positions.

If you will need the same needed positions for most of your plans, add the needed positions to a template so that you can reuse them in more than one plan.

Add Needed Positions

From the Teams tab in a plan or template, click the Actions menu and select Needed Positions.

All teams for the Service Type will be added to the plan. If you only want to view your teams, click Hide in the Other Teams section.

Only teams with at least one position will show in this window. If you need to edit teams or add more positions, choose Manage Teams from the Actions menu.

Use the + and - buttons to adjust the number of needed positions.

Schedule People

To schedule a person, click on a position that has needed positions.

Team members that don't have conflicts for the position you chose show up at the top of the list.

If you don't have enough people without conflicts, hover over the conflicts and scheduling preferences to help you decide if you should schedule these people.

Select someone

For example, if someone is scheduled to this position for another plan and is showing a conflict, it could be because times were not assigned correctly to either service. If you can resolve this, the conflict for people that this applies to will no longer apply.

When you've decided who to schedule, hover over their picture and check the box, and then click Add to schedule them to your plan.

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