Drag/Drop Combinations

With all drag/drop operations that make an assignment, the assumption is always that the employee is assigned OR the employee group is assigned, not both. If you want to assign both, double-click on the item from 'Grid View', 'Week View', or 'Day View'.

'Active Employees Grid' to 'Unassigned Work Grid'

This creates an employee assignment for the 'Unassigned Work' item, matching the employee currently selected in the 'Active Employees Grid.'

'Employee Groups Grid' to 'Unassigned Work Grid'

This creates an employee group assignment for the 'Unassigned Work' item, matching the employee group currently selected in the 'Employee Groups Grid.'

'Active Employees Grid' to 'Unscheduled Work Grid'

This creates an employee assignment for the 'Unscheduled Work' item, matching the employee currently selected in the 'Active Employees Grid.'

'Employee Groups Grid' to 'Unscheduled Work Grid'

This creates an employee group assignment for the 'Unscheduled Work' item, matching the employee group currently selected in the 'Employee Groups Grid'.

'Grid View' to 'Unscheduled Work Grid'

If the item is NOT incomplete, the user will receive an alert, and the operation will be canceled. If the item is incomplete, then the scheduled date and time fields are cleared - effectively moving the item into the 'Unscheduled Work Grid.'

'Grid View' to 'Unassigned Work Grid'

If the item is NOT incomplete, the user will receive an alert, and the operation will be canceled. If the item is incomplete, then the assignment fields are cleared - effectively moving the item into the 'Unassigned Work Grid.'

Either 'Active Employees Load Graph' to 'Unassigned Work Grid'

An item that is currently selected in the 'Unassigned Work Grid' (the drag end) is assigned to the employee selected in the Load Graph (the bar where drag began)

Either 'Active Employee Group Load Graph' to 'Unassigned Work Grid'

An item that is currently selected in the 'Unassigned Work Grid' (the drag end) is assigned to the employee group selected in the Load Graph (the bar where drag began)

Either 'Active Employees Load Graph' to 'Unscheduled Work Grid'

An item that is currently selected in the 'Unscheduled Work Grid' (the drag end) is assigned to the employee selected in the Load Graph (the bar where drag began)

Either 'Active Employee Group Load Graph' to 'Unscheduled Work Grid'

An item that is currently selected in the 'Unscheduled Work Grid' (the drag end) is assigned to the employee group selected in the Load Graph (the bar where drag began)

'Unassigned Work Grid' to 'Month View'

If the view is currently set to 'ALL' employees/groups, an alert is shown to the user that an assignment must first be made before scheduling. If 'ALL' is NOT selected, the schedule is set to the drop date ('12:00 PM' is used as the scheduled time), and the assignment is made to the employee or group currently selected as the view filter.

'Active Employees Grid' to 'Month View'

If the drop position was already scheduled for the month, the assignment fields are set to the employee selected in the 'Active Employees Grid' (drag start). This assignment is made for all the items scheduled for the selected date.

'Employee Groups Grid' to 'Month View'

If the drop position was already scheduled for the month, the assignment fields are set to the employee group selected in the 'Employees Groups Grid' (drag start). This assignment is made for all the items scheduled for the selected date.

Either 'Active Employees Load Graph' to 'Month View'

If the drop position is an item already scheduled for the month, the assignment fields are set to the employee graph bar (drag start). This assignment is made for all the items scheduled for the selected date.

Either 'Employee Groups Load Graph' to 'Month View'

If the drop position is an item already scheduled for the month, the assignment fields are set to the employee group graph bar (drag start). This assignment is made for all the items scheduled for the selected date.

'Active Employees Grid' to 'Grid View'

Assignment of the Employee currently selected in 'Active Employees Grid' (drag start) is made to the work order detail item currently selected in the 'Grid View' (drag end)

'Employees Group Grid' to 'Grid View'

Assignment of the Employee group currently selected in 'Employee Groups Grid' (drag start) is made to the work order detail item currently selected in the 'Grid View' (drag end)

Either 'Active Employees Load Graph' to 'Grid View'

Assignment of the Employee selected in the Load Graph bar (drag start) is made to the work order detail item currently selected in the 'Grid View' (drag end)

Either 'Employee Groups Load Graph' to 'Grid View'

Assignment of the Employee Group selected in the Load Graph bar (drag start) is made to the work order detail item currently selected in the 'Grid View' (drag end)

'Unassigned Work' grid to 'Week View'

If the view is currently set to 'ALL' employees/groups, an alert is shown to the user that an assignment must be made before scheduling. If 'ALL' is NOT selected, the schedule is set to the drop date and time, and the assignment is made to the employee or group currently selected as the view filter.

'Unscheduled Work' grid to 'Week View'

If the view is currently set to 'ALL' employees/groups AND the selected 'Unscheduled Work' item is unassigned, an alert is shown to the user that an assignment must first be made before scheduling. If 'ALL' is NOT selected, the schedule is set to the drop date and time, and the assignment is made to the employee or group currently selected as the view filter.

'Active Employees Grid' to 'Week View'

If the drop position is an item previously scheduled, an assignment is made to the employee currently selected in the 'Active Employees' grid.

'Employees Groups Grid' to 'Week View'

If the drop position is an item that was previously scheduled, then an assignment is made to the employee group currently selected in the 'Employee Groups' grid.

Either 'Active Employees Load Graph' to 'Week View'

If the drop position is an item previously scheduled, then an assignment is made to the employee selected in the graph bar (drag start).

Either 'Employee Groups Load Graph' to 'Week View'

If the drop position is an item that was previously scheduled, then an assignment is made to the employee group selected in the graph bar (drag start).

'Unassigned Work' grid to 'Day View'

If the view is currently set to 'ALL' employees/groups, an alert is shown to the user that an assignment must be made before scheduling. If 'ALL' is NOT selected, the schedule is set to the drop date and time, and the assignment is made to the employee or group currently selected as the view filter.

'Unscheduled Work' grid to 'Day View'

If the view is currently set to 'ALL' employees/groups AND the selected 'Unscheduled Work' item is unassigned, an alert is shown to the user that an assignment must first be made before scheduling. If 'ALL' is NOT selected, the schedule is set to the drop date and time, and the assignment is made to the employee or group currently selected as the view filter.

'Active Employees Grid' to 'Day View'

If the drop position is an item previously scheduled, an assignment is made to the employee currently selected in the 'Active Employees' grid.

'Employees Groups Grid' to 'Day View'

If the drop position is an item previously scheduled, an assignment is made to the employee group currently selected in the 'Employee Groups' grid.

Either 'Active Employees Load Graph' to 'Day View'

If the drop position is an item previously scheduled, then an assignment is made to the employee selected in the graph bar (drag start).

Either 'Employee Groups Load Graph' to 'Day View'

If the drop position is an item previously scheduled, an assignment is made to the employee group selected in the graph bar (drag start). |