Assignment
Assignment is the action in a rota, where a commitment is made for someone.
Assignment is when the idea or plan to place someone into a session, becomes a scheduled event.
When assignment happens, the person is informed, via the system. Their account will show the session as assigned to them, they wont be able to be assigned elsewhere at the same time and the session is not available to someone else (unless its a duplicate session)
Self-assignment
Self-assignment is the action taken by a staff user, where a commitment is made by responding to an opportunity for self-assignment in a rota.
When self-assignment happens, the rota manager is informed, via the system. The staff user account will show the session as assigned to them, they wont be able to be assigned elsewhere at the same time and the session is not available to someone else (unless its a duplicate session)
Rules
There are a number of logical rules around assignment and self-assignment that govern when and how they can happen in a rota.
Rota mangers can control session attributes within the rota design that will bring rules into play. This allows them to control the manner in which they solve their session requirements using their available workforce, spanning all types of staff account relationships and over time, in a manner that suits.
A session can marked as self-assignable
This makes the session visible to any eligible users in the hub workforce and is assigned by the staff user, on a first-come-first-served basis
A session can be marked an Internal only
This ensures the session is only assignable to a member of the internal workforce pool within the hub workforce. The internal workforce pool can include flexible workers as well as contracted staff. It can also include external employed staff. The pool membership is managed by the Hub team.
A session can have a specialist capability added to it
This will restrict assignment for the session to staff users in the workforce who have that matching capability in their Profile. These capabilities of users are managed by the Hub team
A rota manager can send an ASK request to a staff user for self-assignment
This sends the staff user and email and app-push notification that contains a link to accept or decline the request. On accepting, the staff user is assigned to the session.
An ASK can be sent regardless of whether self-assignment is On or OFF for the session
Eligibility & availability
If all other conditions are met regarding user type and any specialist capabilities, a staff user is eligible for assignment to a session if they are available. A hub manager can set a rota to REQUIRE explicit staff user availability in order to assign or can set a rota to NOT require availability. In the latter case, its only required that the staff user is NOT UNAVAILABLE (in other words, not already booked for a session that clashes)
