How does plan assignment work?

> AntrisPRO: Plan Assignment

Using TracDash, Team Administrators can create, assign and update Plans for members in your group. Through this feature, you can assign multiple plans to multiple users at the same time.

Please note that you must be granted ‘Coordinator’ or ‘Manager’ permissions to create, assign and update Plans for members in your group.

1. Click ‘Plan Assignment’ from the navigation menu displayed on the left-side of TracDash.

   

2. Find the user you want to assign plans to and click the calendar box.
   

3. Choose who you want to assign the plan(s) to, the arrival, interval and departure time and the days of the week. Hit assign to save.
   

4. Once assigned, plans will populate the calendar. When it is time for the users to depart on their plan, they will receive a text message reminder.
   

5. If a member does not depart on an assigned Plan within 15 minutes of the scheduled departure time, the Team Coordinator will be notified via email.