Creating Hold-Downs from Work Planner

Create hold-downs using drag-and-drop or a menu option in the Work Planner screen.

  1. Open the Work Planner screen and set the Context (F3).
  2. To create a hold-down by using drag-and-drop:
    1. In Employee View, select an employee’s calendar week of work assignments for another employee to hold down.
    2. Drag the work to the employee who will hold down the work.
    3. Select OK.
  3. To create a hold-down using menu options:
    1. In Employee View, select one or more calendar weeks for an operator who will hold down another employee’s work.
    2. Right-click the selected cells and select Create Hold Down.
      The Assign Hold-down dialog appears.
    3. Select the appropriate Bid Unit.
    4. In the search field at the bottom of the dialog, search for the operator whose work will be held down.
    5. Select OK.
      The Hold Down dialog appears with hold-down details.
    6. Select OK.