Assigning staff on a departure

PaxFlow allows you to assign resources and staff to tours quickly from the Departure calendar or the Daily departures overview. If a tour has an assignment template, PaxFlow will guide you through assigning the required resources, such as vehicles, drivers, and guides, so you can ensure the departure is fully prepared.

You can also manually assign resources and staff to tours that do not use assignment templates. Once assignments are completed, you can view them in the tour overview at any time.
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Click on "Operations" and then click on "Calendar"

This tour already has an assignment template on it, so the template will assist you on what needs to be assigned on this tour. Click on the "Guide" to assign a guide to the departure.

And then choose the guide you want to add to the tour.

you can also click on the arrow at the far right of the date to open up the assignment template view.

To add a resource click on "Add Resource"

Choose the resource you want to add, here we are choosing "A Tour Bus 2"

next click on "Add Staff"

and choose "Driver"

and click on the name of the driver you want to add to the tour.

A success message appears and you can see that the assignment template is complete. You can click on "Overview" to see the overview of the tour

In the overview you can see the name of the tour, departure status, date of the tour, duration, type, capacity of the tour and the assignment template. Click on the "X" to close the template overview.

It's also possible to assign on tours from the daily departures overview. Click on "Departures"

On the tour you want to assign to, click on "Bus" - this tour has an assignment template so it will assist you with what needs to be assigned.

Choose the resource you want to add.

next choose the guide you want to add to the tour by clicking on "Guide"

Lastly click on "Driver" to add a driver to the tour

and choose the driver you want to add.

and then you can see that the assignment template is complete at the far left end, this tour has two templates so it says 1/2.

To manually assign on the tour click on "Add assignments"

Since this is a walking tour a resource is not necessary, to add a guide, click on "Add Staff"

and then click on "Guide"

and choose the guide you want to assign

A success message appears and you have assigned a guide on this tour.

To view the tour overview, click on "Overview"

In the overview you can see the name of the tour, departure status, date of the tour, duration, type, capacity of the tour and the assignment template. Click on the "X" to close the template overview.

and then you can see the guide added to the tour on the departures overview.