Adjustments Tab

Purpose

The Adjustments tab allows organizers to manage last-minute staffing changes by creating backfill assignments. It provides a drag-and-drop interface for assigning available signed-in resources to unfilled positions, helping fill gaps caused by no-shows or additional needs.

Route

/manage/schedules/{schedule-id}/adjustments

Screenshot

Adjustments tab showing available resources and unattended positions

Description

The Adjustments tab provides a visual interface for managing real-time staffing adjustments during an event.

Header Summary

At the top of the page, three key metrics are displayed:

• 11 Available: Number of signed-in resources available for reassignment (in green)
• 92 Unattended: Number of unfilled positions that need coverage (in orange)
• 1 Adjustments: Number of active backfill assignments made during this session (in purple)

Action Button

• ↻ Show Adjustments: Opens a modal displaying all active adjustments made during the current session

Main Interface

The interface is divided into two main columns for drag-and-drop operations:

Available Resources (Left Column)

Available resources column showing signed-in resources with current assignments

Header

• "🧑 Available Resources": Section title with count badge (e.g., "11")
• Subtitle: "Drag these signed-in resources to unfilled positions"

Filter Resources

• 🔽 Filter Resources: Dropdown with filtering options
• ADD FILTER: Button to add filters
• Select filter type: Dropdown with options:
  • 📍 Zone: Filter by zone assignment
  • 📋 Position: Filter by position type
  • 🏢 Stand: Filter by stand location
  • 👥 Group: Filter by club/team

Resource List

Each resource card displays:

• Avatar: Circular icon with member's initials
• Name: Resource name (e.g., "Otto, Oleta", "Trantow, Amos")
• Sign-in Status:
  • "Signed in: [date/time]" for checked-in resources
  • "Unannounced" badge for walk-up volunteers
• Current Assignment Section: Shows existing assignments
  • Stand: Current stand location with icon
    • Example: "🏢 POS - POSITION"
    • Zone badges: "Default", "Club, KidsFirstbooster"
  • Additional stands listed below
    • Example: "🏢 2E2 Pizza - Skyline - STAND"
    • "🏢 Maintenance - Dale - STAND"

Draggable Functionality

• Resources can be dragged from this column to the Unattended Positions column
• Resources maintain their current assignments while being available for backfill

Unattended Positions (Right Column)

List of positions that are not filled yet

Header

• "⚠️ Unattended Positions": Section title with count badge (e.g., "92")
• Subtitle: "Drop resources here to create backfill assignments (includes unfilled positions and no-shows)"

Filter Positions

• 🔽 Filter Positions: Dropdown with filtering options
• ADD FILTER: Button to add filters
• Select filter type: Dropdown (same options as Available Resources)

Position List

Each unfilled position displays:

• ⊕ Icon: Plus icon indicating open position
• Position Name: Role name (e.g., "POS 1", "POS 2")
• Status Badge:
  • "Unfilled" (yellow) - Position was never filled
  • "No-show" - Assigned resource didn't arrive
• Additional Info: "Additional position needed" or similar notes
• Assignment Details:
  • Position Type: Icon and name (e.g., "📋 POS - POSITION")
  • Group: Club/team (e.g., "👥 Club, Just4kids - GROUP")
  • Zone Badge: "Default" or other zone classification
  • Stand: Location (e.g., "🏢 2E1 Go Route - STAND")

Drop Zones

• Each position card serves as a drop target
• Dropping a resource creates a backfill assignment
• Visual feedback when dragging over valid targets

Active Adjustments Modal

Active adjustments modal showing current backfill assignments with undo options

When clicking "Show Adjustments", a modal displays all adjustments made during the session:

Modal Header

• Title: "↻ Active Adjustments" with count badge (e.g., "1")
• Subtitle: "Current backfill assignments made during this session. You can undo any adjustment by clicking the undo button."
• Close button (✕): Top right corner
• Expand button (⤢): Maximize modal

Adjustments Table

Table Columns

• Resource: Shows the resource with adjustment details
• Assignment Details: Current assignment information
• Actions: Undo button

Resource Entry

• Avatar: Member's initials in colored circle
• Name: Resource name (e.g., "Another Usr LN")
• Status Badge: "Backfilling" (blue) indicates this is a backfill assignment

Assignment Details

• 🏢 STAND: Stand location (e.g., "2E1 Go Route")
• 👥 GROUP: Club/team (e.g., "Club, Just4kids")
• 📋 POSITION: Role (e.g., "Others")

Actions

• ↻ Undo Button: Circular arrow icon to reverse the adjustment
  • Removes the backfill assignment
  • Returns the resource to available pool
  • Position returns to unattended list

Pagination

• Navigation controls at the bottom for multiple adjustments
• Items per page dropdown (default: 10)

Workflow

Creating a Backfill Assignment

1. Review the Available Resources column for signed-in resources
2. Identify unfilled positions in the Unattended Positions column
3. Apply filters if needed to narrow down options
4. Click and drag a resource from the left column
5. Drop onto an unfilled position in the right column
6. The assignment is created immediately
7. Resource shows "Backfilling" status
8. Adjustment counter increments

Filtering Resources or Positions

1. Click the filter dropdown in either column
2. Select filter type (Zone, Position, Stand, or Group)
3. Choose specific criteria to narrow the list
4. Add multiple filters as needed
5. Clear filters to see all options again

Reviewing Active Adjustments

1. Click "Show Adjustments" button in the header
2. Review all backfill assignments made this session
3. Check assignment details for each adjustment
4. Verify resources are in correct positions

Undoing an Adjustment

1. Open the Active Adjustments modal
2. Locate the adjustment to reverse
3. Click the ↻ undo button next to the resource
4. Confirm if prompted
5. Resource returns to Available Resources
6. Position returns to Unattended Positions
7. Adjustment counter decrements

Key Features

Drag and Drop Interface

• Intuitive visual assignment process
• No complex forms to fill out
• Immediate feedback on assignments
• Reduces errors and speeds up adjustments

Real-Time Tracking

• Live count of available resources
• Dynamic unattended positions list
• Instant updates when assignments change
• Clear visibility of adjustment status

Flexible Filtering

• Filter by multiple criteria simultaneously
• Quick access to specific resources or positions
• Reduces scrolling through long lists
• Helps find the right match quickly

Session Management

• All adjustments tracked in current session
• Easy undo for recent changes
• Clear audit trail of modifications
• Prevents permanent assignment errors

Use Cases

No-Show Coverage

• Assigned resource doesn't arrive
• Position appears in Unattended Positions
• Drag available resource to fill the gap
• Event continues without staffing shortage

Additional Positions

• Event needs more coverage than planned
• Extra positions marked as "Unfilled"
• Assign available signed-in resources
• Flexible scaling for unexpected demand

Last-Minute Changes

• Resource needs to switch positions
• Create backfill for vacated position
• Assign another resource to cover
• Maintain proper staffing levels

Walk-Up Volunteers

• Unannounced resources sign in
• Appear in Available Resources with "Unannounced" badge
• Assign to unfilled positions
• Maximize volunteer utilization

Best Practices

• Act Quickly: Address no-shows as soon as they're identified
• Verify Qualifications: Check that resources match position requirements (LL, skills, etc.)
• Use Filters: Narrow options to find the best fit efficiently
• Monitor Adjustments: Regularly review active adjustments for accuracy
• Communicate Changes: Inform reassigned resources of their new positions
• Keep Notes: Document reasons for adjustments elsewhere if needed
• Undo Carefully: Only reverse adjustments if truly in error

The Adjustments tab is essential for maintaining proper event staffing when the original plan encounters real-world changes.