Assigning Open Work Using Drag and Drop

Manually assign employees work using the graphical interface in the Daily Activity screen.

  1. Open the Daily Activity screen and set the Context (F3).
  2. In the employees view, select an employee.
  3. Hover over the employee until a gray rectangle appears.
    Drag and Drop employee with the drag icon circled in red.
  4. Drag the employee down to the work pane and drop on an unassigned piece of work.
    The Assign Employee dialog appears with the employee's information filled in.
    Assign Employee using drag and drop
  5. Select OK.
    The work is assigned to the employee and the Employe Name appears for the work in the work pane.