Staff Building Allocation Procedures

These tasks are completed on the Allocations panel of the Staff Building Information page.

Reset allocations for a staff member

1. Select Scheduling > Courses > Resources > Staff to display the Staff Search page.
2. If needed, run a search for the desired staff member.
3. In the Building column of the Search Results panel, click the staff member's building link to display the Staff Building Information page.
4. Select

   

    (Additional options) at the top right of the Allocations panel, and click Reset Allocations.
5. Click Save.

Change allocations for a staff member

1. Select Scheduling > Courses > Resources > Staff to display the Staff Search page.
2. If needed, run a search for the desired staff member.
3. In the Room column of the Search Results panel, click the room to display the Room page.
4. Click

   

    (Expand) on the Allocations panel to display the current definitions.
5. You can set allocations so they are the same for all marking periods, or you can set them separately for each marking period.
   To toggle the display, click

   

    (Additional options) at the top right of the Allocations panel and select either Set Allocations for Individual Marking Periods or Set Allocations for All Marking Periods.
6. Indicate a resource is available during a timeslot by entering the number of resources that may be scheduled in each Marking Period/Cycle Day/Period slot.
   Note
   Typically, if a staff member is available to be scheduled during a timeslot, you would enter the number of available resources in the allocation field; however, if you set up course Combinations in the Master Schedule Builder, the combined course requires only one allocation, since the same resources are scheduled for the courses.
7. Click Save.