ManoPlan Workflow – Team Management
Shows team management in 5 scenes: team overview, invitation, vehicle assignment, absences and impact on planning.
Learning Goal
Admins should efficiently manage employees, vehicles and absences and understand their impact on dispatch planning.
Contents
Team List
The team overview shows all employees with their role, skills and current status. From here you manage invitations, roles and permissions.
Invite
Invite a new team member: Enter their email and choose a role. They'll receive an invitation link and can register immediately. The role determines what they can see and do.
Vehicles & Teams
Assign vehicles and teams: Which technician drives which vehicle? Create permanent teams for daily planning. The dispatch board then shows exactly this assignment.
Absences
Enter absences: vacation, sick leave or blocked times. ManoPlan automatically considers this in dispatch planning. No double bookings on absent employees.
Availability
On the dispatch board you immediately see who's available today. Absent employees are grayed out. Auto-planning only assigns jobs to available technicians.
