Allocating Workers to Jobs

Allocating Workers to Jobs

Allocating workers to scheduled jobs ensures the right people are assigned to the right work at the right time.

Drag-and-Drop Allocation

The primary way to allocate workers is by dragging scheduled items on the calendar:

1. Click and hold a scheduled item
2. Drag it to the desired date, time, and resource lane
3. Release to drop it

When you drop an item, Vera automatically:

• Validates the proposed time slot
• Checks for resource conflicts (employee availability)
• Verifies required certifications
• Calculates travel time between locations

If there are conflicts, a modal dialog appears showing the issues and letting you confirm or cancel the move.

Screenshot: The conflict resolution modal showing employee availability indicators (green/red/amber), certification checks, and Accept/Cancel buttons.

Allocation Details Panel

The allocation panel shows two views:

By Staff Lists each employee with their assigned tasks, showing:

• Employee name and reference
• Tasks assigned to them
• Minutes allocated for “This” visit vs “All” visits (cumulative)
• Progress gauges for task completion

By Task Lists each task with its employee assignments, showing:

• Task reference with progress gauge (Allocated vs Required)
• Employee names assigned
• Individual time allocations

Allocation Modes

Choose how time is allocated using the mode buttons:

• Sequence - Allocate jobs for consecutive days
• Date Only - Allocate for a single date only
• Single Span - Allocate total duration across a selected period

Conflict Resolution

When a conflict is detected, the conflict modal shows:

• Which employees are affected
• The nature of the conflict (availability, certifications, travel time)
• Visual indicators (green/red/amber) for each employee’s status
• Options to accept or cancel the allocation