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Help › Who's free? - finding cover

Niras · Clarity Resource · version 2.3.0

Who's free? - finding cover

In short Select the days you need covered and Clarity Resource lists who is genuinely free.

Anyone signed in to Clarity Resource.

What this is

Every project has a Who's free? strip under its people. Drag across the days you need covering and Clarity Resource works out who has nothing booked anywhere on those days - not just on this project.

The list comes in two parts: people already on this project first, then people who would be new to it. Someone free for only part of your selection shows a count such as 2/3, and clicking them books only the days they can actually do.

Anyone marked Holiday or Unavailable on any day you selected is left out altogether, rather than offered for the rest of the week. The panel says how many were left out, so nobody disappears without you knowing.

Bank holidays are ignored - they are not days you are trying to fill.

What it looks like

On this project first, then new to it. 2/3 means they can only do part of the selection; holiday and unavailable people are left out.
On this project first, then new to it. 2/3 means they can only do part of the selection; holiday and unavailable people are left out.
After booking, a green bar says what was done.
After booking, a green bar says what was done.

Start to finish

  1. Drag across the days on the project's Who's free? strip. They turn gold.
  2. Read the list that appears above the plan.
  3. Click a name to book them.
  4. The plan reloads with them in place, and a green bar confirms how many days were booked.

How to

  • Find cover: drag along the Who's free? strip for the days you need.
  • Change the selection: drag again; dragging over gold days takes them back out.
  • Book someone: click their name. They are added to the project if they were not already on it, and their free days are filled in as On Shift.
  • Clear the selection: press Clear in the panel.
  • A booking can never create a double booking - only days the person is genuinely free are taken. Bank holidays are left clear for you to paint by hand if they really are being worked.

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