Assign Personnel to a Project

 

Note: In order to use EDGE On Time, the company must be an EDGE On Site customer. There will be a setting added to the users tenant to activate EDGE On Time.

Step 4: Assign Personnel to a Project

Note: Users must be added to the project in order to be able to be tracked using EDGE On Time.

  1. On the Admin Portal, click on EDGE On Site drop-down.
  2. Click on Project Manager
  3. Find project.
  4. Click on Project ID number.
  5. The Project Overview Screen will appear, scroll down to see Project Personnel.
  6. Click Add.
  7. A pop-up will appear called Add Project Title Information.
  8. Click add next to the employee name to add them to the project.
    Note: add as many employees as you’d like.
  9. Click the drop-down next to the employee name.
  10. Select the employee’s title.
    Note: If there are no titles available, one must be set up under EDGE On Site title menus to add users to the project.
  11. Click Add.
    Note: There are two ways to use the application.
  1. Create a role where one user can check in multiple employees or,
  2. Create a role where each employee has to check in themselves.

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