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How to assign a template to a user?

V
Written by Vibhav Jaswal
Updated over a week ago

Step 1

Navigate to the Schedule Dashboard option from the parent menu of the Daily Standard Work system.


Step 2

Next, locate and clock on the Assign button located on the top right corner of the Schedule Dashboard.

A new Create Schedule window will show up with fields for entering information for the new schedule.

There are two parts of the Schedule window, Basic information and Frequency.

Both parts have different fields based on the selection:

Fields

Descriptions

Basic Details

Title

Select Template

Assign By

User

Asset

Department

Line

Workstation

Asset

Frequency

Start Date

End Date

Time zone

Repeat

The template selected in the Basic Details section is derived from the Lean Creator system. You can either create a new template, choose from an existing one or clone one from the marketplace!


Step 3

Once you have entered all the information in both windows, click on Submit on the top right corner to finish creating th schedule.

You need to enter the information into the Basic Details window to move on to the Frequency section.

Once the schedule is submitted, it will appear in the My Activities section of the overview dashboard for the user to whom the schedule is assigned.


Congratulations ! We have successfully learned how to assign a schedule to a user inside the Daily Standard Work!

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