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Adding Job Planning

Once you have added jobs to the system, you may want to assign which employees perform those jobs or functions. This is used for creating activities when running deviation reports, cycle reports and during document routing.

To add employees to Job Planning:

  1. On the Job Detail page, select the Job Plan tab.

  1. Click the Edit button to add users to the Members list.
    • Locate Available Users by clicking the Load Items or Search Items button.
    • Select a user and click the Add Item button to move the user to the Members list.
  2. To save the changes, click the Save button.