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How to Assign Workers to Jobs

Assigning a worker to a job gives them information about the job without stipulating that they'd show up at the job site at any time.

Contents

Navigation

Assignment Conflicts

Related Material

Stale Assignments

Schedule Builder


 

 

Navigation

  1. Click the name of a job to access the Baseball Card. 
  2. Click the plus sign with a circle around it to navigate to the Assign menu. 
  3. Search for the name of a worker. Click and drag their chip to the corresponding role bucket on the left. 
  4. Choose to "Save and schedule" or "Save without scheduling".

💡 Note: To unassign someone click the x next to their worker chip.


Assignment Conflicts

The Schedule builder will provide guardrails to prevent workers from being double booked. 
  1. Under tools, click on the three lines and a plus sign to open the Schedule Builder. This icon is also located through RIVET in numerous places. 
  2. When a worker is selected that has already been scheduled to another job, RIVET will provide the user with two options: a Permanent Transfer or an Additional Job. 
    1. "Permanent Transfer" will unassign this worker from all other jobs. 
    2. "Additional Job" will add this job assignment to the list of jobs this worker has been assigned to. 
  3. Hovering over the highlighted text will provide insight into the conflict(s).