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Automatically translated from Dutch. Some wording may be inaccurate.
The car day planner is designed for planning car use on a Day base when arrangements can differ each day. It works per client and date. Since employees placed with the client form the basis of the planner, open it from the employee planboard.
The day planner shows:
•Employees scheduled with the client on the selected day, including their residential addresses. Employees already assigned to a car appear in grey with that car's registration number.
•Cars, with their occupancy and available seats for that day, and the client or request where existing occupants are scheduled. Seeing the destination helps you decide which other employees can share the car, taking their addresses into account.
Occupancy also distinguishes drivers from passengers.
Full cars are shown in grey.
•The occupants of the car selected on the right.
Assign employees to a car
Drag one or more employees to the required car on the right. They are assigned to it and turn grey in the employee list. Work through the employees in this way.
After dragging, Regelneef determines whether they are drivers or passengers, partly automatically:
•If the car is empty and you drag one employee to it, you are asked whether the employee is the driver or a passenger;
•If the car has passengers but no driver and you drag one employee to it, you are asked whether the employee is the driver or a passenger;
•If the car already has a driver, the employee is treated as a passenger;
•If you drag multiple employees to a car, they are treated as passengers.
The New driver or New passengers screen creates a one-day assignment, using the planner's date as both start and end date.
Focus is already on OK so you can confirm quickly with Enter.
Editing car assignments
In the occupants list, double-click a row or use Edit to change a car assignment.
Use Delete to remove one or more daily car assignments. If an assignment covers more than one day, Regelneef asks for confirmation before deleting it.
Open the day planner with Day planner for cars on the employee planboard.