There is an alternative feature available to organisations who may require a resource assignment to involve more than one category. This is designed for organisations who may have another layer of resources to assign to a group or individual services.

For example; a common scenario is for passengers to be assigned to a particular vehicle, driver and guide for their service. Some organisations may wish to offer another meet and greet service provided by the tour operator, or perhaps a hotel representative is to be assigned on arrival. The traditional method of Resource Assignment setup would not allow two records to be held for one service as required in this situation.

Examples may include:

HTR - Hotel Representative

MET - Meet & Greet

TRP - Tour Representative

GRL - General Assignement

TAG - Tour Agent

Create an Assignment Category

1. From the Home menu, select Home > System > Code Setup.

   1. Click the Home menu to expand it:

      

   2. Click the System menu option to expand it:

      

   3. Click Code Setup to go to the Code Setup menu:

      

2. From the Code Setup menu, select Resourcing > Assignment Category.

   1. Click the Code Setup menu to expand it:

      

   2. Click Resourcing to expand the Resourcing menu:

      

   3. Click Assignment Category to open the Assignment Category screen:

      

3. On the Assignment Category screen, if the Assignment Category required is not already in the list, click Insert.

   

4. On the blank Assignement Category screen, enter a Code and Description.

   

5. Review the completed screen.
6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.

   

NOTE: Category records cannot be deleted if they have been attached to a resource, or used in an assignment.

Code

This field is used to identify the Assignement Category. The code can be up to 3 characters.

Description

Is a descriptive field to describe the Assignment Category code. Example descriptions are available at the top of this page, this field allows up to 30 characters.