GuardTek Help Center

How to Assign an Operative to a Shift Schedule

Step 1: Go to Portal and click on Plus Icon  icon.jpg  on the main menu.

Under Schedules Module, select Security Officer Scheduling.

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When you log into this to menu it automatically displays the current month. If required, change month before proceeding.

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Please note you need to create a shift prior to be able to assign it to someone.

You can do this via Guard Post Scheduling under Schedules or selecting Add Shift from this page.

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Step 2: Select the operative name from the list.

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If the operative name does not show on the list is either one of two options:

n1.JPGThe user has not been provided access to the site.

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

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n2.JPGThe 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.

6.JPGBy default, only security officer and site managers are set up to assign shifts to.                        Supervisors/Administrators roles, Dispatcher, Inspector etc need to be enabled by the Support team.

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

 

Step 2: Assign the operative to desired shift. 

  • Any shifts not assigned will show in red. Previously assigned shifts show in grey.
  • Tick the box to assign the shift. Once is greyed out you can proceed to assign another shift.
  • It will only show shifts not assigned or shifts assigned to the user you selected. If you are trying to reassign a shift you need to delete the shift assignment first.

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NOTE: You can also assign a shift via Guard Post Scheduling menu by clicking on the shift itself

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