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Changes for page Assign Staff

Last modified by David Stadnyk on 2026/05/06 16:33
From version 12.1
edited by David Stadnyk
on 2026/05/06 16:33
Change comment: There is no comment for this version
To version 1.1
edited by Isaac Mejia
on 2025/12/15 17:03
Change comment: There is no comment for this version

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1 -XWiki.DavidStadnyk
1 +XWiki.IsaacMejia
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1 -Configuration
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2 2  
3 3  = Assign Staff =
4 4  
5 -Staff members must be assigned to a schedule before they can be selected as an option on that schedule.
5 +{{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/assign-staff_1484292803>>https://membersolutions-9221154.hs-sites.com/kb/assign-staff_1484292803]]{{/info}}
6 6  
7 -----
7 +* [[Setup>>Setup_1619099713.html]]
8 8  
9 -== Navigating to Staff Assignment ==
9 + Assign Staff
10 10  
11 -1. Click **Setup** in the left-hand navigation sidebar.
12 -1. Click **Staff**.[[image:1778085115303-469.png||height="201" width="443"]]
11 + Created by
12 + Amith on Feb 05, 2021
13 13  
14 -This opens the **Select Staff** page, which displays a list of all staff members with the following columns: ID, First Name, Last Name, and Email.
14 +Staff members must be assigned to a schedule in order to be one of the selections on that specific schedule
15 15  
16 -The list can be filtered using the search bar at the top:
16 +Click **Setup**
17 17  
18 -[[image:1778085176659-811.png||height="78" width="605"]]
18 +* Click **Staff**
19 19  
20 -* **Keyword** – Search by name or email.
21 -* **Schedules** – Filter the staff list to show only those assigned to a specific schedule. Defaults to //All//.
22 -* **Status** – Filter by active/inactive status. Defaults to //Active//.
20 +image:kb-1484292803-1487438524-1.png
23 23  
24 -Click **Search** to apply filters.
22 +* Tick the box next to the trainer(s) you want to assign to a schedule
25 25  
26 -----
24 +* Select the **Schedule** from the drop-down box
27 27  
28 -== Assigning Staff to a Schedule ==
26 +* Click **Assign Staff**
29 29  
30 -1. Tick the checkbox next to each staff member you want to assign.
31 -1. At the bottom of the page, select the target schedule from the **Schedule** dropdown.
32 -1. Click **Assign Staff** to complete the assignment.
33 -1. [[image:1778085196955-256.png||height="56" width="566"]]
28 +image:kb-1484292803-1487438530-1.png
34 34  
35 -----
36 -
37 -== Removing Staff from a Schedule ==
38 -
39 -To remove staff from a schedule, tick the checkbox next to the relevant staff members, select the schedule from the **Schedule** dropdown, and click **Remove From Schedule**.
40 -
41 41  {{include reference="KBSupportCTA.WebHome"/}}
31 +
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