User Instructions: Allocating Resources from Graphical Dispatch Board

This guide walks you through the steps to allocate resources and refresh the Graphical Dispatch Board.

Step 1: Navigate to the Graphical Dispatch Board

  • Open the Graphical Dispatch Board section. You can do this by searching for it or selecting it from the available list of pages.

Step 2: Open the Resource Allocation Card

  • In the Graphical Dispatch Board, find and open the Resource Allocation Card from the Unplanned list by clicking on it.

Step 3: Select a Resource

  • Find the Resource No. field and click on it to open a list of resources.
  • In the resource list that appears, look for the resource you want to allocate.
  • Select the desired resource by clicking on it and then confirming your choice.

Step 4: Release Resource Allocation

  • After selecting the resource, click the Release option to proceed with the allocation.

Step 5: Close the Resource Allocation Card

  • Close the Resource Allocation Card to return to the Graphical Dispatch Board.

Step 6: Refresh the Graphical Dispatch Board

  • If the changes are not seen immediately, in the Graphical Dispatch Board, click Refresh to update the information and view the changes made.

Step 7: Drag and Drop Option

  • An Unplanned Allocation can also be assigned to a resource by clicking and dragging the allocation to the specific date, time and resource.
  • If an allocation needs to be changed to a different resource, the allocation can be opened and a new resource assigned or the allocation can be “dragged” to a new resource line.

Step 8: Unplan an Allocation

  • If an allocation needs to be unplanned, right click on the allocation in the GDB lines and select Unplan Allocation.
  • When an allocation is Unplanned, it will be reassigned to the Unplanned allocation list.

Step 9: Handle Any Errors

  • If an Error message appears during the process:
    • Read the message to understand any issues.
    • Click Ok to close the error pop-up.
    • Repeat the process if needed.

Step 10: Finalize Your Changes

  • After handling errors (if any), repeat Steps 3–6 to ensure all resources are correctly allocated, and the board is refreshed.

You have now successfully allocated resources using the Graphical Dispatch Board!

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