myTourplan

Deleting an Assignment

There may be occasions where assignments need to be deleted. Deletion of assignments can occur within the edit assignment screen. Once the assignment is deleted the system does not store deleted assignments for editing at a later date the assignment will be deleted from the system.

Delete an Assignment

  1. From the Home menu, select
    1. Click the Home Menu to expand it:

    2. Click the Operations menu option to expand it:

    3. Click Service Operations menu option to expand it:

    4. Click Resource Assignment to open the Resource Assignment screen:

  2. Expand the Resource Assignment Filters by clicking the - Select the required filters to narrow the results of the resources already assigned.

    If you want to keep the changes, click .

  3. A list of existing Resource Assignments results will be returned and selection can be made by clicking on the .

  4. On the Edit Assignment screen, click

  5. To keep the changes, click .

  6. If you do not want to delete the assignment, click .

 

About Filter Headings

All Assignments Within

A date or range of dates can be entered to filter for a specific date or range of dates.

NOTE: Assignment Category - This field is enabled if organisations are using multiple assignment categories to assign their services to more than one assignment.

Assignment Name

The name given to the assignment, results can locate specific assignments by name.

Assignment Status

Specific assignment status can be selected from a pre-defined list of status providing results for specific statuses.

Allocated Vehicles, Drivers and Guides

Drop down selection of available resources can be selected here, and any pre-selected resources will display, results can be filtered by Vehicle, Driver and or Guide.

Booking Name

Individual clients can be found by using the booking name filter.

Branch/Department

Bookings with specific booking branch or booking department can be found when filtering by Branch or Department.

Agent

Users can filter assignments by agents attached to bookings.

In this example we have narrowed the search by selecting a specific date, the name of the assignment, the status of the assignment, and we have even defined the vehicle and driver.

NOTE: It is not necessary to define as many filters as we have in the example.

The more filters used the fewer results will be returned.

 

About Result Columns

Start Date/End Date

Assingnment start/end date and time.

Name

The name given to the assignment.

Assignment Type

Single Task, Independent Service, or Hop on Hop off.

Assignment Status

Specific assignment status for the assignment.

Pax

Number of pax included in the assignment.

Bookings

Number of bookings included in the assignment.

Allocated Drivers, Vehicles and Guides

Resources assigned.