Name: Module 3.7 Assigning work to users and teams
SKU: Squeegee
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**MODULE 3 - WORKERS AND PLANNERS**

**3.7: Assigning work to users and teams from the planner views**

Workers with the Planner permissions can assign work to different users and teams from the planner views in the same way as shown on the job list, by 

- selecting any jobs required.
- then selecting the assign action in the top right corner to assign or reassign jobs to that user or team.

They will be given the option to change the assignee for all jobs in the schedule for repeating jobs, or just this appointment. 


By the end of the module, you'll be able to assign appointments and entire job schedules to users and teams from the planner views. 

By the end of this module, you'll know which menu items are available to workers and planners. 

Module 3.1 Worker and planner menu items

By the end of this unit, you'll know whether to have the replan always updates schedule setting enabled or disabled for your business and how this effects replanning jobs. 

Module 3.2 Replan global setting

By the end of this module you'll be able to replan and reschedule repeating jobs from the work planner using the actions or quick replan options, and know how the 'replan always updates schedule' setting on your account effects future appointments. 

Module 3.3.1 Replanning and scheduling jobs from my work and work planner views

By the end of this module you'll be able to replan and reschedule repeating jobs from the multi-planner using the actions or quick replan options, and know how the 'replan always updates schedule' setting on your account effects future appointments. 

Module 3.3.2 Re-planning and scheduling work from the multi-planner

By the end of this module, you'll know what a planner is able to update on the appointment and job and how to choose whether the change is a one off for this one appointment or for all appointments in a repeating schedule. 

Module 3.4 Edit due date, start time and estimated duration

By the end of this unit, you'll be able to change the job order on a particular day by dragging and dropping them into the desired location. 

Module 3.5.1 Setting the job order from my work and the work planner

By the end of this unit, you'll be able to change the job order on a particular day, and across a week by dragging and dropping them into the desired location. 

Module 3.5.2 How to move jobs in the multi planner

By the end of this module, you'll be able to set the job order to the optimised drive (which can also be used on the work planner by changing the view to the user view.)  

Module 3.5.3 How to use the optimise drive function on 'My Work'

By the end of the module, you'll be able to sort and filter jobs from the job list and perform actions in bulk to selected jobs such as moving them to a particular round to optimise planning and efficiency. 

Module 3.6 Using the job list

Module 3.7 Assigning work to users and teams

By the end of the module, you'll be able to use the overview to see all jobs on a particular day on a map view, their real-time statuses and open them to edit and mark as complete. 

Module 3.8  using the overview to see all jobs and filter by user/team on a map

By the end of this module, you'll be able to send appointment reminders on the planner for any future appointments where the default notification has been set, see a sample message and see who has been reminded using the indicators on the appointments. 

Module 3.9 Sending appointment reminders

By the end of the unit, you'll be able to add day notes to the planners. 

Module 3.10 adding day notes for all workers

03 Workers and Planners

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Module 3.7 Assigning work to users and teams

By the end of the module, you'll be able to assign appointments and entire job schedules to users and teams from the planner views.

Module 3.8 using the overview to see all jobs and filter by user/team on a map - 1 min

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