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Changes for page Assign Staff

Last modified by David Stadnyk on 2026/05/06 16:33
From version 6.1
edited by Isaac Mejia
on 2026/02/05 15:21
Change comment: There is no comment for this version
To version 13.1
edited by David Stadnyk
on 2026/05/06 16:33
Change comment: There is no comment for this version

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1 +XWiki.DavidStadnyk
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2 2  
3 3  = Assign Staff =
4 4  
5 - Assign Staff
5 +Staff members must be assigned to a schedule before they can be selected as an option on that schedule.
6 6  
7 -
7 +----
8 8  
9 -Staff members must be assigned to a schedule in order to be one of the selections on that specific schedule
9 +== Navigating to Staff Assignment ==
10 10  
11 -Click **Setup**
11 +1. Click **Setup** in the left-hand navigation sidebar.
12 +1. Click **Staff**.[[image:1778085115303-469.png||height="201" width="443"]]
12 12  
13 -* Click **Staff**
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 14  
15 -[[image:kb-1484292803-1487438524-1.png]]
16 +The list can be filtered using the search bar at the top:
16 16  
17 -* Tick the box next to the trainer(s) you want to assign to a schedule
18 +[[image:1778085176659-811.png||height="78" width="605"]]
18 18  
19 -* Select the **Schedule** from the drop-down box
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 20  
21 -* Click **Assign Staff**
24 +Click **Search** to apply filters.
22 22  
23 -[[image:kb-1484292803-1487438530-1.png]]
26 +----
24 24  
28 +== Assigning Staff to a Schedule ==
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.[[image:1778085196955-256.png||height="56" width="566"]]
33 +
34 +----
35 +
36 +== Removing Staff from a Schedule ==
37 +
38 +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**.
39 +
25 25  {{include reference="KBSupportCTA.WebHome"/}}
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