To view the Job Roster on your Polixen system, click the Job Roster link in the main menu. You can choose to view it as Daily Schedule, Weekly Calendar or Worker Calendar.
If you opt for the Daily Schedule, you can view each day’s list of jobs. You can use the tabs to navigate between the days of the week, the blue arrow buttons on the top right-hand side to change the week, or click the date field to jump to a different date.
You can also filter the jobs by client, service, worker or activity. To do that, click on the light blue button “Filter Jobs” on the top right side. That will show all the filters and you can use the drop-down menus to select the filters that you want.
Another way to view the Job Roster is through the Weekly Calendar. To change views simply click on the orange button at the top right that says “Calendar View”. ****You can also go to Job Roster > Weekly Calendar.
This will display the job roster as a weekly schedule, with the days across the top and the times down the side. This view makes it easier to see when the jobs have been scheduled in relation to each other, as well as gives you the option to filter the jobs by client, workers or service.
You can go back to the default view by clicking on the orange Table View button on the top right-hand side.
The Worker Calendar is pretty similar to the Weekly Calendar, but it will give you the names of each worker across the top and the jobs that have been assigned to them on a particular day.
Use the arrows on the left side to change the date that you’re viewing the jobs. You can use the middle button to get back to the current day.
