Plans, Scheduling & Routes

How to Assign Unassigned Schedules

Overview

Some schedules—such as approved requests—arrive without an assigned user or team. From the Schedule calendar, you can open an unassigned schedule and assign it by selecting a user or team, then fill in any remaining details and save. This is how incoming requests become assigned work.

Before You Start

You need access to the Schedule area and permission to assign schedules. Know which user or team should take each unassigned schedule.

How to Assign an Unassigned Schedule

  1. From the left navigation menu, select Schedule.
  1. View the unassigned schedules in the calendar.
  1. Click the schedule you want to assign.
  1. Assign it by selecting a user or team.
  1. Enter the other required information, then click Save.

Tips and Things to Know

  • Unassigned schedules are visible on the calendar for you to review and assign.
  • Assign the schedule to a user or team, then complete any remaining details.
  • This is how approved requests become assigned work.
  • Click Save to confirm the assignment.

Frequently Asked Questions

On the Schedule calendar, ready for assignment.

Open the schedule, select a user or team, complete the required details, and click Save.

They often come from approved schedule requests that still need to be assigned to a user or team.