QuickPlace - Actions Menu Options

Updated September 27, 2023 13:41

Mass Assignment

A mass assignment allows for multiple employees to be assigned to an order at once.

Select an order from the Open Order grid in QuickPlace.
Select one or more employees from the Employees grid by marking their checkbox.
Select Mass Assignment from the Actions menu. This opens the Mass Assignment window.
Enter end and start dates, pay and bill rates, or choose to remove a candidate from the Mass Assignment grid.
Click Finish to finalize these assignments and to return to QuickPlace.

Add Employee

The add employee option on the QuickPlace actions menu allows for an employee to be added to the Employees table.

Select Add Employee from the Actions menu on QuickPlace. The Select Employee window will open.
Select a value from the Search Type drop-down menu. This will be the parameter you will be searching for.
Enter a full or partial search term then press Enter on your keyboard.
Select a result(s) from the generated results grid.
Click Finish to finalize your choices.

Add as Candidate

The add as candidate option in the Actions menu allows the user to add.

Select an Order from the Open Order grid.
Select employees from the Active Available tab in the Employees grid.
Select Add as Candidate from the Actions menu. The selected employees will be added to the Candidates tab.

Add Order

To add an order from Avionté's core application to QuickPlace use the Add Order action from the Actions menu.

Select Add Order from the QuickPlace Actions menu.
Select a value from the Search Type drop-down. This will be the parameter that will be searched.
Enter a full or partial search term then press Enter on your keyboard.
Select a result(s) from the generated results grid.
Click Finish to finalize the choices.

Add to Favorite

The Add to Favorite option allows for employee(s) to be added to the Favorites section.

Select employee(s) from the employee grid.
Select the Add to Favorite option from the Actions menu.
A window displays, prompting for confirmation to add the selection to a new or existing favorite group. Choose Yes to create a new group, or No to add them to an existing group.
Creating a new group will open the Add/Edit Favorite Group window.
- Enter information on the Add/Edit Favorite Group tab to create a new group.
  - Enter a name for the group in the Name field.
  - Enter a description for the group in the Description field.
  - Select a status from the Status drop-down menu.
  - The Type field will be preset to employee.
  - Select an optional parent group for this group.
  - From the Share Among area, select the branches and suppliers to which this group will be shared.
  - Press Next to continue.
- Enter information on the Add Favorite Group Item tab to add or remove additional employees from the group.
  - Use the Select Favorite Item area to search for a employee using the values in the Type and Search Type drop-down menus.
  - The initially selected employees will have already been added to the Favorite Group Items grid.
  - Select Finish to save this group.
Adding the selection to an existing group will open the Add Favorite Group Item window.
- Enter information on the Add Favorite Group Items tab.
  - Select an existing group from the Group drop-down menu.
  - The initially selected employees will have already been added to the Favorite Group Items grid.
  - Use the Search area to search for additional employees using the values in the Type and Search Type drop-downs.
  - Press Finish to save the additions to this group.
Once the group data has been saved, you can view your employee favorite data by navigating to the Favorite item of the Employee section and clicking the View button on the right-hand side of the window. This will navigate to the Detail item of the Favorite section.

Auto Match

The Auto Match action allows a user to generate an auto match on an order in QuickPlace.

Select an order from the Open Order grid in QuickPlace.
Select the Auto Match option from the Actions menu. The Employees grid will switch to the Auto Match tab and will display the employees that fulfill the requirements of this order.
Click Assign to add the employee to the order.

Copy Order

The Copy order option on the Actions menu allows users to copy an order using assignment or order rates.

Select an order from the Open Order grid.
From the Actions menu, select Copy Order. The Copy Order/Assignment window appears.
When copying an order, you can edit the following Date fields:
- Expected End Date: Date the work for the order is to end.
- Expected Start Date: Date the work for the order is to begin.
Choose where to copy the assignment rates from, either the Order or from the Assignment.
In the Assignments list, select those employees to copy to the new order by clicking the checkbox (shown to the far right in the example above).
Click Finish.
If there are any warning messages that concern the order being created, they appear on the Data Requirement Message tab. Either correct the warnings and then copy the order again, or click the Continue even with the warnings checkbox, then click Finish. The Copied Order message appears, and displays the new order's ID.
Click OK. The new order appears in the Open Order window. All assignments selected to be copied to the new order will display when that order is opened.

Note: After copying an order you must then access that order and edit its information. If copying from a master order, be sure to edit the order so it accurately reflects the order.

New Employee

The New Employee option allows a user to add a new employee from QuickPlace.

Select the New Employee option from the Actions menu in QuickPlace.
Enter information into the New Employee Wizard fields. Visit the New Employee Wizard article for details.
Click Finish to finalize the new employee and return to QuickPlace.

New Order

The New Order option allows a user to add a new employee from QuickPlace.

Select the New Order option from the Actions menu in QuickPlace.
Follow the directions for the New Order Wizard.
Click Finish to finalize the new order and return to QuickPlace.

Refresh, Reload, Clear

Remove employees

To remove all employees from the Employees grid use the clear employees option in the Actions menu.

Select and order from the Open Order grid in QuickPlace.
Select the Clear Employees option from the Actions menu.

Reload employees

Reload Employees repopulates the Employees grid found in QuickPlace.

Select Reload Employees option from the Actions menu in QuickPlace.
The information in the Employees grid will update.
Note: This can be used to repopulate the grid after using the Clear Employees action.

Refresh

Refresh updates all of the information in QuickPlace based on the values found in the Avionté core application.

Refresh Employee

Refresh Employee updates the information for just employees in QuickPlace based on the values found in the Avionté core application.

Send Emails

The Send Emails option in the Actions menu allows for emails to be sent to one or more employees simultaneously.

Select one or more employees from the Employees grid in QuickPlace
Select Send Emails from the Actions menu.
If there is an email address assigned to this employee, the user's email program will load with them as a recipient. If not, it will display a warning.
Click Send to send the email and return to QuickPlace.

Transportation

The Transportation option in the Actions menu allows a user to choose a driver, fee amount, and date for an assigned employee's transportation.

Select an order from the Open Order grid in QuickPlace
Select Transportation from the Actions menu. The Transportation window displays.
Select a Transportation Date, Driver (transportation mode), and enter a fee Amount.
Select which employees require the entered transportation. Click the Add button.
The Employee and the details of their transportation will be added to the lower grid.
When all transportation has been added, click Finish to save the transportation orders and return to QuickPlace.