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Resources / People

In order to assign work, you need users with the right settings. This is managed under People. The most common login type in Plint is typically a Resource. These are the users who perform individual jobs without needing access to the complete project. In short, they only see what is relevant to complete a certain job. 

The information below focuses on assignment criteria using a Resource user as example. Please note that Client, Manager and Workbench users can also be assigned jobs based on the same properties and data.

The People edit forms

Like Projects, People can be created or edited using one of two forms. The simple form shown below is often sufficient, for example:

  • Name and contact information
  • Email (also used as login name)
  • Status
    • Setting this to Inactive will prevent the user from logging in, getting automatically assigned jobs or receiving any system emails
  • Priority is a simple switch used to prioritize when multiple users are eligible for a job.
    • The lower the number, the higher up in the list
    • It can also be used as basic criteria: i.e. only user with a certain Priority level are eligible. 
  • Job types
    • Any job type from Tools & Data / Job types can be selected for any user
    • These are commonly used as assignment criteria for jobs
  • Vendor / Internal/External
    • These options do not change system behaviour
  • General keywords, such as genres and areas of interest can be used as assignment criteria for jobs
  • The same goes for for Client keywords, which are typically used specify that a resource is well versed in the terminology and requirements of a specific client. 
    • Please note that this is different from Client company
    • Client company should only be specified if the Resource is dedicated for work for that company
  • Source and target languages are also commonly used as assignment criteria
  • Invoicing options are used to help calculate job fees in a relevant currency 

Note that the jobs determine which requirements are relevan. Sometimes, only the Job type is needed. This means that there is no risk of adding "too much information". 

people_edit_form.png

Additional settings from the Advanced form

     

     

     

     

     

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