Manually Assign or Remove a Resource | Scribe

    Manually Assign or Remove a Resource

    • Lucy Sonner |
    • 17 steps |
    • 2 minutes
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      If you would prefer to watch a video covering this process, please click here: <https://youtu.be/Gbro8ADQf-s>
      1
      Navigate to Synbiotix
      2
      Enter your username and password and click "Login"
      3
      Select Helpdesk

      Assign a Resource to a Job

      4
      Click "Find Resource"
      5
      Use the tick box to select the required resource. The resource at the top of the list has been idle (off-task) the longest. If your trust uses site-zoning, the system will take proximity to the task into account when generating the order of this list
      6
      The selected resource will be highlighted in green. Click "Assign"
      7
      The job will be sent to the selected resource and their name will appear alongside the job on the Operations Console

      Remove a Resource from a Job

      8
      Click "Edit" in the Task # column
      9
      Click "X" to remove the resource from the job
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      You need to give a reason for removing the resource from the job
      10
      Select a reason
      11
      Click "Remove"
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      Remember to assign a new resource to the task
      12
      Click "Find Resource" and follow steps 5 and 6

      Remove a Job from a Resource

      13
      Click "+" to open the resource dashboard
      14
      Click the task number