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Updated on September 13, 2023

Assign / Release place

Estimated reading: 3 minutes 120 views

Introduction

This guide provides step-by-step instructions for assigning and releasing places to staff using our internal system. Ensure you have the necessary permissions before you proceed.

Table of Contents

  1. Assigning a Place to Staff
  2. Releasing a Place from Staff
1. Assigning a Place to Staff

Objective: Allocate a specific place to a staff member.

Preconditions:

  • The form Assign Place should be accessible.
  • The user must have the required permissions to assign places.

how to use ?

  • Launch the Form: Open the Assign Place form from the system’s main dashboard.
  • Building Selection:
    • Select the desired building from the Building dropdown menu.
    • Note: If the building isn’t listed, add it by clicking on the New Building button.
  • Floor Selection:
    • Once the building is selected, the Floor dropdown will update. Choose the appropriate floor.
    • Note: To add a new floor, click the New Floor button.
  • Place Selection:
    • Now, select the place number from the PlaceNo dropdown.
    • The system will automatically determine the assignment status based on previous assignments.
    • Note: If the place isn’t listed, click the New Place button to add it.
  • Employee Details:
    • Fill out the employee number in the EmployeeNo field and other necessary details.
    • The system checks to ensure all fields (EmployeeNo, PlaceNo, Floor, AssignDate) are filled before proceeding.
  • Company selection
    Select the company from the dropdown list and make sure that you are selecting the correct comapny because it will be charged based on the place dimentions, 
  • add the assigment date 
  • Add any remarks for any clarifications like temporary assigned or the approval or any other helpful data
  • Save & Confirm:
    • Click on the SaveButt button.
    • A message box will ask if you want to create doors for this place. Click Yes to open the New_Door form or No to skip.
    • you can use button (Who has access) to check if any other employees has access to this place form previous handing over. 
  • Exit: Once done, the system will save the record and exit the form.
2. Releasing a Place from Staff

Objective: To free up a place previously assigned to a staff member.

Preconditions:

  • The form Release Place should be accessible.

  • The user must have the necessary permissions to release places

how to use ?

  • Launch the Form: Start by opening the Release Place form from the main dashboard.
  • Select the Building, Floor, and Place:
    • Choose the building, floor, and the specific place number (PlaceNo) which you intend to release.
    • The system will then auto-populate fields like EmployeeNo, Company, FullName, and CompanyBox.
  • Review & Release:
    • Double-check the populated details to ensure you’re releasing the correct place.
    • Click on the ReleaseButton. A confirmation dialog will appear asking for confirmation.
    • Click Yes to confirm the release action.
    • Upon successful release, the system will clear the employee details and provide a success message.
  • Exit: After completing the release process, you can close the form or proceed with other tasks.

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