How to assign a waste note a Driver/Staff Member

WEEE MANAGER
HOW TO ASSIGN A WASTE NOTE TO A DRIVER / STAFF MEMBER
=====================================================

Who this is for: office / admin users.
Assigning a waste note gives the job to a staff member (driver). Until you
do this, the note stays Pending and does not appear on that person's Jobs
list.

You can assign one note at a time, or several at once.


BEFORE YOU START
----------------
  1. The waste note must already exist (see create-waste-note.txt).
  2. The person you want to assign must have a staff login.
     Only users with the Staff role appear in the list. Admin users do
     not. If nobody is listed, add them first under Operations > Staff.
  3. Best time to assign is while the note is still Pending.
     You can also reassign a note that is already Assigned.


HOW TO FIND THE NOTE
--------------------
  1. Log in.
  2. In the top menu, click Operations.
  3. Under Waste Management, click Active Notes.

To show notes that still need a driver:
  1. Click Show Filters.
  2. Set Status to Pending.
  3. Click Apply Filters.

Each card shows Assigned Staff. If nobody has been given the job yet,
it says Unassigned.


ASSIGN ONE NOTE
---------------
  1. Find the waste note card.

  2. Under the View / Job buttons, click the people icon.
     Hover over it and it says Assign.

     You will not see this icon if the note is already completed,
     cancelled, or at a late stage (for example Client Confirmed Waste
     Collection, or Received & Ready to Process).

  3. You are taken to a page titled Assign Waste Note.

     The page shows:
       - Waste Note ID     (for example ACMELT/23086)
       - Client
       - Location          (the site the waste will be taken to)

     These cannot be changed here. They are for checking you have the
     right job.

  4. Open Assign to Staff Member (this is required).

  5. Choose the staff member. The list shows their name.

  6. Click the blue Assign Job button (bottom right).

  7. You are taken back to Active Notes. A green message should say:

         Job assigned successfully.

What has changed:
  - Status on the card is now Assigned (blue badge).
  - Assigned Staff shows that person's name.
  - assigned time is stored on the note.
  - The job appears under Jobs > Active Jobs for that staff member.
    Admins can also see it there.


REASSIGN TO A DIFFERENT PERSON
------------------------------
Use this if the wrong driver was given the job, or someone else needs
to take it.

  1. On Active Notes, find the note. Status should be Assigned.

  2. Click the people icon. Hover over it and it says Reassign.

  3. On Assign Waste Note, the current person is already selected
     in Assign to Staff Member.

  4. Choose the new staff member.

  5. Click Assign Job.

The previous person is replaced. A waste note can only be assigned to
one staff member at a time. Status stays Assigned, and the assigned
time is updated.

After reassigning:
  - The new person sees the job under Jobs > Active Jobs.
  - The previous person no longer sees it on their own Jobs list.


ASSIGN SEVERAL NOTES AT ONCE (BULK ASSIGN)
------------------------------------------
Use this when one driver is doing several collections.

  1. On Active Notes, click the indigo Select Multiple button
     (top right, next to View Completed).

  2. A blue banner appears: Selection Mode Active.

     You can select notes that are:
       - Pending
       - Assigned  (these will be reassigned)
       - Ready to be completed  (this is for bulk complete, not assign)

     Notes at other statuses cannot be selected.

  3. Click the cards you want, or click Select All Eligible on the
     bar at the bottom of the screen.

  4. Check the bottom bar. It shows how many are selected, for example
     4 Selected.

  5. Click Bulk Assign on that bar.

  6. A window titled Bulk Assign Waste Notes opens. It tells you how
     many notes you are about to assign.

     If any of them are already assigned, you will also see:

         Warning: X note(s) are already assigned and will be reassigned.

  7. Open Assign to Staff Member and choose the person (required).

  8. Click Assign All. Or click Cancel to go back without changing
     anything.

  9. You are taken back to Active Notes. A green message should say:

         Successfully assigned 4 waste note(s) to staff member.

     If some were already assigned, it adds:

         (2 were previously assigned and have been reassigned.)

  10. Click Cancel on the bottom bar (or Select Multiple again) to
      leave selection mode.

If none of the notes you picked are Pending or Assigned, you will see
an error:

    No eligible waste notes found. Only pending and assigned notes
    can be bulk assigned.

Ready to be completed notes are for Bulk Complete, not Bulk Assign.
If you only select those, the Bulk Assign button is hidden and Bulk
Complete is shown instead.


WHAT THE DRIVER SEES AFTERWARDS
-------------------------------
The assigned person (and any admin) can open the job like this:

  1. In the top menu, click Jobs.
  2. Click Active Jobs.

Staff only see jobs assigned to them. Admins see every assigned job
that is not completed.

The job stays on Active Jobs while the driver is on route, on site,
collecting, and so on. It leaves that list when the note is completed.

The vehicle was already chosen when the waste note was created. You
do not pick a vehicle again on the assign screen.


QUICK CHECKLIST
---------------
  [ ] Waste note exists and is Pending (or Assigned, if reassigning)
  [ ] Staff member has a Staff login and appears in the list
  [ ] Opened Assign from the people icon, or used Select Multiple
      then Bulk Assign
  [ ] Chose the staff member
  [ ] Clicked Assign Job (or Assign All)
  [ ] Green success message shown
  [ ] Card now says Assigned, with the person's name
  [ ] Job appears under Jobs > Active Jobs


COMMON PROBLEMS
---------------
There is no people / Assign icon on the card
    The note is at a stage that cannot be assigned from here
    (completed, cancelled, Client Confirmed Waste Collection, or
    Received & Ready to Process). Check the status badge on the card.

The staff list is empty
    There are no users with the Staff role. Add them under
    Operations > Staff, then come back to this screen.

"The staff id field is required"
    You clicked Assign Job without choosing a person. Open
    Assign to Staff Member and pick someone.

The job does not appear on the driver's Jobs list
    Confirm the card says Assigned and shows that person's name.
    Staff only see their own jobs, under Jobs > Active Jobs.
    Completed jobs are under Jobs > Completed Jobs instead.

I assigned the wrong person
    Open the note again and use Reassign (same people icon).
    Choose the correct staff member and click Assign Job.

Bulk Assign is missing from the bottom bar
    You are only selecting notes that are Ready to be completed.
    Those cannot be bulk assigned. Select Pending or Assigned notes,
    or leave selection mode and assign them one at a time.

Some cards cannot be clicked in Select Multiple
    Only Pending, Assigned, and Ready to be completed notes can be
    selected. Other statuses are locked.

I want to assign a whole recurring series
    Assign (or bulk assign) the individual notes. Assigning one note
    in a series does not assign the rest.


========================================
Guide: Assign a Waste Note
System: WEEE Manager
Last checked against the Assign Waste Note screen and Active Notes
bulk assign in the software.