3 min guideUpdated August 2026App review required

Use the staff scheduler

Use the SignBas3 staff scheduler to balance team capacity against active production and installation commitments.

Best forProject Management / Production
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Using an Owner, Admin or Manager account, open Scheduler from the top navigation.
  2. Review the target period and visible workload.
  3. Search for staff or filter by Department to focus the planning view.
  4. Move or reassign work where demand exceeds available capacity.
  5. Confirm changes with the affected job owners.

Good practice

Schedule the constraint first—specialist fabrication or install capacity usually determines the rest.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Production Planning/settings/capacity-planning

Controls included statuses, task-to-department mapping, staff availability, priority and capability used by the planner.

Open in SignBas3 →
Job Tasks/settings/job-tasks

Determines the task identity and default effort the scheduler receives.

Open in SignBas3 →

Screen reference

What you will see

SignBas3 weekly staff scheduler using synthetic jobs and people
A booking is only as reliable as the open task, remaining effort, availability and capability settings behind it.

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.