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Assign People to Fill Staffing Resource Positions for Itineraries and Itinerary Items

If you assign staffing resources to an itinerary or to scheduled events, daily admission programs, or custom items on an itinerary, you should also schedule people to fill those resource positions.

For efficiency, you assign people to fill all staffing resource positions required for a reservation on the Staffing tab of a reservation record. The Staffing tab appears on a reservation record only if staffing resources were scheduled for an itinerary or an itinerary item that is part of the reservation. Itinerary items can include scheduled events, daily admission programs, and custom items.

This provides one central location for managing the people that will fill all staffing positions for a reservation, including those that will be filled by staff, board members, and volunteers. Until all positions are filled, a yellow exclamation mark is displayed on the Staffing tab to notify you that your attention is needed.

Assign a volunteer to fill a resource position

Assign a staff or board member to fill a resource position