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Soft FM Desk - How To Allocate A Request

Written by Dave Hyde

There are two ways to allocate a request to a resource or multiple resources.

1. Drag and drop the request to a user listed in the Resources menu (on the left of the desk screen). This can only be used for requests which require one resource, the resource must also have the required skills.

2. Click on the request to open the action menu and select Allocate to open the Allocate Request window.

On the left is a list of resources which are on-shift and off-shift. On the right is the resources which are allocated to the request.

Double clicking on a resource moves that resource from left to right or right to left. The title bar of the allocated panel shows the number of resources allocated and the number
required.


Activities can have a list of skills required attached to them. If a resource matches the skillset, they
have a tick in the skills column.

When you have allocated the resource/s, click Save to confirm the allocation, this will also notify the resource/s.

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