In quotes, all service items are usually entered as staff roles rather than actual staff members. The roles are assigned to individual people at a later stage stage^M. (Planning staff for an event)

1. Search for and insert the staff role as described above. The icon  Quote will automatically change to   and the segment will be enabled for  Shift planning .
2. Enter the number of staff required for this role in the Count field.
3. Enter the Time from and To or the the projected work hours in the Count 2 field.
4. To assign the service items to staffing agency, go to Assign supplier and select one of the available companies.
5. To assign the service items to one or more staff members, select the item and click on  Assign staff role in the toolbar. The name of the staff member will then appear in the list of booked items, while the selected staff role will be found in the "Role/supplier" column.
6. While assigning the staff role to a staff member, you can optionally create a linked shift for that person.
   Note: Assigning a role to a staff member within an event is NOT the same as creating a shift for that person. Only proper shifts will appear both in the shift planner or the staff member's shift rota.