Reallocate Staff

To reallocate or replace Staff currently assigned to a booking:

1. In a Diary, right-click the booking and select Reallocate Staff.

   In a Schedule View, right-click the Staff to be replaced and select Replace with Staff Member.

   The Staff Selector (Scheduling) is displayed.

   

   When replacing a Staff member from a Schedule view, the Search Criteria is limited in scope.

   When adding Staff to a Schedule from a Schedule View, a different form of Staff Selector, the Select Staff window, is displayed.

2. Narrow your search by completing as many of the Search Criteria as possible. This will limit the eventual set of search results.

3. Click Search.

   The Search Results region is populated by a grid that lists all of the Staff records that match the Search Criteria you specified.

4. Select the Staff you want to allocate to the booking.

5. Click Select.

   The Staff allocation is updated, and Diary and Schedule views are updated accordingly. The booking is transferred to the diary of the newly allocated Staff, and removed from the diary of the previously allocated Staff.