Opening and Reassigning Work and Assigning an Absence

Open and reassign work when employees are absent.

The OPS > Dispatch > Daily Activity > Can Open Work Without An Absence security permission key determines whether you must assign an absence when opening work.
  1. Open the Daily Activity screen and set the Context (F3) to view the work to open.
You can open work without immediately reassigning it by doing the following:
  1. Select the piece of work.
  2. Select Open Work: Open Work
    Open Work dialog
To reassign work as you open it, do the following:
  1. In the employees view, select the shaded cell to the left of the employee to assign the work and drag the employee's name to the absent employee's work.
  2. If more than one assignment type appears in the Assign Type list, select the appropriate one.
  3. Select OK.
    The Open Work dialog appears.
Proceed with opening the work:
  1. In the dialog, do one of the following:
    OptionDescription
    Open Current Piece Only Select this option if the employee will be absent only for the current piece of work.
    Open this and any subsequent Piece of (work name) which is currently assigned Select this option if the employee will be absent for all the pieces of the current work, but will be available for other work assigned to him later in the day.

    If multiple dates have been defined, a message appears asking you if this is a reoccurring absence or a continuous absence.

    Open this piece and any other subsequent work that is currently assigned to this employee Select this option if the employee will be absent for the rest of day. This piece of the current work, subsequent pieces, and any other subsequent work assigned in the day are opened.

    If multiple dates have been defined, a message appears asking you if this is a reoccurring absence or a continuous absence.

    Open ALL work that is currently assigned to this employee Select this option if the employee will be absent all day. It will open all work assigned to the employee for the day. This includes work with a start time earlier than the selected piece of work.
If you need to record an absence, do the following:
  1. Select the Type of absence.
    If the absence type ancillary data record has the Call In flag selected, the Call-In Date, Call-In Time, and Call-In Taker fields are automatically filled when the absence record is created.
  2. If a quota is specified for the absence type, select the appropriate Absence Quota.
  3. Specify the time range of the absence in the From Date, To Date, and Time fields.
  4. If required, select an Accrual Year.
  5. If required, select a Reason.
  6. If required, select a Relationship.
    If the reason involves another person (for example, family sickness), this would be the employee's relationship to that person.
  7. Optional: Enter a Comment about the absence.
  8. Select OK.
  9. If the Accrual Balance screen shows accrual balance information, review it and then select OK.
  10. If a Conflicting work Assignments dialog shows pieces of work that will be opened, review them and select OK.
  11. If the employee has an absence alert as a result of the new absence, the Absence Alerts dialog appears. Select OK.
If you opened the work without reassigning the operator, the work is now open and available for reassignment. If you opened the work by reassigning an operator, the extraboard employee is assigned to the run. If you entered an absence, an absence record is created.