130 likes | 238 Views
Objectives. Assign work to users using the Work Book Assignment/Calendar FeatureEdit a user's scheduleSynchronize with Mobile Device. Assigning work to users using the Work Book assignment/Calendar Feature. In order to access this feature, you will need to first click on SCHEDULING on the left sid
E N D
1. IPHIS Scheduling United States Department of Agriculture
Animal and Plant Health Inspection Service
Plant Protection and Quarantine
Integrated Plant Health Information System (IPHIS)
2. Objectives Assign work to users using the Work Book Assignment/Calendar Feature
Edit a users schedule
Synchronize with Mobile Device
3. Assigning work to users using the Work Book assignment/Calendar Feature In order to access this feature, you will need to first click on SCHEDULING on the left side of the screen.
4. Next, click on SCHEDULE NEW ASSIGNMENT.
5. Select the Work Book that you want to use for scheduling
The workbook represents which locations you would like to assign, or, if no locations exist how you would like to group locations as they are created. Assigning work to users using the Work Book assignment/Calendar Feature
6. Next, select the survey that you want to schedule from the Published Surveys box.
The next step is to select the users that you want to schedule for this particular survey. Select the users by clicking the check boxes next to their names.
Add a description of work to describe what the users will be doing in the field.
Set the recurrence of the appointment, you can choose to set a daily or weekly recurrence for the project. Assigning work to users using the Work Book assignment/Calendar Feature
7. If you select a weekly recurrence, you must also select how frequently you want the assignment to recur,
Next you will set the range for how long would like to schedule to recur for.
Last, click SUBMIT to save your schedule. Assigning work to users using the Work Book assignment/Calendar Feature
8. Once you have scheduled your assignment, you can view the schedule by selecting the users you want to display.
Next, you will need to click VIEW SELECTED to display the schedule. Assigning work to users using the Work Book assignment/Calendar Feature
9. Edit a Users Schedule Once you have scheduled assignments using the scheduling feature, you can edit the assignment by using the following process.
In the scheduling window, click on the assignment that you want to edit.
Next, click EDIT.
10. Edit a Users Schedule Update the settings that you need to change, and select SUBMIT.
11. Synchronize with mobile device Based on the office schedule, information is automatically synchronized with mobile devices. The system is configured to automatically synchronize this data every 15 minutes.
12. Practice Use the slides above and the user manual to:
Assign work to users using the Work Book Assignment/Calendar Feature
View users schedules
Edit a users schedule
Print out users schedules
13. Contact and Support https://iphis.aphis.usda.gov/phisWeb
Technical Support1 (888) 272-3181eAppshelp@3ht.com
Online Help
Click the Help button.