Step 6
Schedule an item assignment for a staff member
The Scheduling capability works out requirements from the staff member’s dates.
- 1
Check the staff member’s dates
Check the start and leaving dates on their record. Change them if your permissions allow and they are not managed by your HR system.
- 2
Assign the item
Scheduling applies automatically to tracked, non-consumable physical items. The period runs from the start date up to and including the leaving date. With no leaving date, it stays open.
- 3
View availability
Check the availability shown when you assign, then look at Items › Calendrier (Items › Calendar) or Fiche de l’item › Planification (Item record › Scheduling).
- 4
Deal with conflicts
A conflict appears when requests exceed the units available on certain dates. In Opérations › Alertes de stock (Operations › Stock alerts), review the requests and, depending on your permissions, add units, unassign a request or replace the item.
- 5
Allow for turnaround
In Paramètres › Opérations › Planification (Settings › Operations › Scheduling), turnaround can be turned on for the site. The turnaround time is set in days, by category or by item. The unit becomes available again automatically once this period has passed.