Set up who does what, who goes out on jobs and when people work

Open Job settings from the Jobs page; only workspace administrators can. Two pages there are about your people: Roller and Personer.

Roles

A role says what someone does, such as Electrician or HVAC technician. Each role sits on its own row with its name, its people and the kinds of job it does.

• Make one. Press Ny rolle, type the name and press Enter. It shows at once.
• Rename it. Press the pencil beside the name, type, and press Enter. Escape leaves the name as it was.
• Its people. Legg til personer lets you tick several people in one go; the cross on a person takes the role away from them.
• The kinds of job it does. Legg til jobbtyper ticks every kind of job this role can do. This is the same link as Hvem kan gjøre den on each kind of job's own page, so you can set it from either side. When a new job is of that kind, Hvem kan ta det lists only the people with one of its roles, and Ta med alle shows the rest. A kind of job with no roles can be done by anyone.
• Remove it. The bin asks first. Removing a role takes it off everyone and every kind of job.

Roles are the same list as the skills in the resource planner. A role made or changed here shows there too, and the other way round.

People

Everyone in the workspace has a row here.

I planleggingen. On for everyone to start with. Switch it off for people who never go out on a job, such as the people who book the jobs. They then get no row on the Schedule, not even under Alle, and they are not offered in Hvem kan ta det, not even with Ta med alle. Booked work is never hidden: if someone switched off still has a job in the days you are looking at, they keep their row for as long as that job is there.

Roller. The roles this person holds. Press Legg til rolle (or Endre) to tick them. If the role you need does not exist yet, choose Ny rolle at the bottom of the list, give it a name, and it is made and given to this person straight away.

Arbeidsuke. The days a person works, and how many hours each day. The row shows their days at a glance. Someone without a week of their own works the workspace's working day, set under Generelt in Job settings, and reads as Standard. Click the days to change them: tap a day to switch it on or off and type its hours, for example 7.5. Bruk arbeidsdagen for arbeidsområdet puts the person back on the workspace's day. Finding a time on the Schedule and Hvem kan ta det then only offer the person on their own working days, for as long as they work. This is the same working week the resource planner uses, so you do not need the planner switched on to set it.