Assigning an Officer to a Shift Schedule - GuardTek

This article will review how to assign an officer to a shift schedule in GuardTek.

NOTE: You must create a shift before assigning it to an officer. 

 

How to Assign an Officer to a Schedule in GuardTek

To assign an officer to a schedule in GuardTek:

1. Log onto the GuardTek Web portal as an Admin or Supervisor.

2. click on the Plus Icon  2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (14).png  on the main menu.

3. Hover over the Schedules Module and click Security Officer Scheduling.

2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (9).png

When you log into this menu, it automatically displays the current month.

4. If required, change the month before proceeding.


2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (11).png

5. Click the officer drop-down menu and select the officer you want to schedule.


2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (15).png

6. Click the green Add Shifts button at the right-hand side of the page.

2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (13).png

7. Add the Shift.
 

2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (12).png

Function (1)

Click the Function drop-down menu and select the desired function if applicable. 


2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (10).png

Start / End Date (2)

Click the green calendar icons to select a Start Date and End Date.
 

2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (1).png

Applies to (3)

Click the Applies to drop-down menu and select the appropriate shift description.


2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (2).png

Shifts (4)

Click the Shifts drop-down menu and select the appropriate shift description.


2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (3).png

Enter (5)

Once the shift options have been selected, click the green Enter button at the bottom right-hand corner.


2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (4).png

 

Troubleshooting - the Officer Name is not on the Drop Down Menu

If the Officer Name is not on the Drop Down Menu, it can be either one of two options:

2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (5).pngThe user has not been provided access to the site.

Go to Settings Users and search for the user. Click on the sites icon to view or add access to sites.


2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (6).png

2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (7).pngThe user is not a security officer or a site manager role.

Go to Settings Users and search for the user to check what role is assigned.


2023-gt-en-mpost-scheduling-set_up-assigning_to_shift_schedule (8).png

Only security officers and site managers are set up to assign shifts by default. The Support Team must enable supervisors/Administrators roles, Dispatcher, Inspector, etc.

Please contact your Customer Success Manager or support@trackforce.com requesting to extend schedules to these roles.

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