Managing People
The Person Management section is found on the Input tab of the main dashboard. It provides a table listing all Persons in the current event.
Person Table
The table displays the following columns for each person:
- Name - First and second name.
- Email - Optional email address.
- Phone - Optional phone number.
- Capabilities - The capabilities assigned to this person, shown as colour-coded badges.
- Max Hours/Day - The daily hour limit, if set.
- Home Location - The person's starting location.
Rows can be selected with checkboxes for bulk operations such as assigning a capability to multiple people at once or setting a shared home location.
Adding and Editing a Person
Click the + button to add a new person, or click an existing row to open the edit modal. The modal contains:
- First Name and Second Name (required).
- Email (optional).
- Phone (optional).
- Max Hours per Day (optional) - Limits the total number of hours per day this person can be assigned.
- Home Location (required) - The location where the person starts each day.
- Capabilities - Add or remove capabilities using the resource selector.
- Unavailability Periods - Define time ranges during which the person is not available for tasks.
Note: Changes to a person (such as added unavailabilities) are reflected in the next optimisation run. Already optimised schedules need to be re-optimised to pick up the changes.
Bulk Operations
Select multiple persons using the checkboxes to enable bulk actions:
- Add Capability - Assign the same capability to all selected persons.
- Set Home Location - Set the same home location for all selected persons.