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@{
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ViewData["Title"] = "Shop Workers";
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}
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<div class="d-flex align-items-center gap-2 mb-3">
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<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
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<nav aria-label="breadcrumb">
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<ol class="breadcrumb mb-0">
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<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
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<li class="breadcrumb-item active">Shop Workers</li>
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</ol>
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</nav>
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</div>
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<div class="row g-4">
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<div class="col-lg-9">
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<section id="overview" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-info-circle text-primary me-2"></i>Overview
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</h2>
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<p>
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Shop Workers are the people who do the hands-on work in your facility — sandblasters, coaters,
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maskers, oven operators, and supervisors. Adding your workers to the system lets you assign them
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to jobs and maintenance tasks, giving you a clear picture of who is working on what at any time.
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</p>
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<p>
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Shop Workers are separate from system user accounts. A worker does not need to log into the
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system — they are simply a record that can be assigned to work. If a worker also needs to log
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in and update job statuses themselves, an Administrator can create a linked user account for
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them with the <em>Shop Floor</em> role.
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</p>
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<p>
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Find Shop Workers under <strong>Operations › Shop Workers</strong> in the sidebar.
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</p>
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</section>
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<section id="adding-a-worker" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-person-plus text-primary me-2"></i>Adding a Worker
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</h2>
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<p>To add a new shop worker:</p>
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<ol class="mb-3">
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<li class="mb-2">Go to <strong>Operations › Shop Workers</strong> and click <strong>New Worker</strong>.</li>
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<li class="mb-2">
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Fill in the worker's details:
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<ul class="mt-1">
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<li><strong>Name</strong> — the worker's full name as it should appear on job assignments.</li>
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<li><strong>Role</strong> — select the role that best describes their primary function (see below).</li>
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<li><strong>Phone</strong> — optional, useful for supervisors to have on file.</li>
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<li><strong>Email</strong> — optional, used if the worker also has a system login.</li>
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<li><strong>Notes</strong> — any relevant information, such as certifications, shift preferences, or specialties.</li>
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</ul>
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</li>
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<li class="mb-2">Ensure <strong>Active</strong> is checked (it is on by default).</li>
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<li class="mb-2">Click <strong>Save Worker</strong>.</li>
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</ol>
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<p>
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Once saved, the worker will appear in the assignment dropdowns on the Job Create and Edit forms.
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</p>
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</section>
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<section id="worker-roles" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-tags text-primary me-2"></i>Worker Roles
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</h2>
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<p>
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Each worker is assigned one of the following roles. The role is a label — it helps you pick the
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right person for a job but does not restrict what a worker can be assigned to.
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</p>
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<div class="table-responsive">
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<table class="table table-bordered align-middle">
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<thead class="table-light">
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<tr>
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<th style="width:25%">Role</th>
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<th>Description</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><span class="badge bg-secondary">General Labor</span></td>
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<td>
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Versatile workers who assist across multiple areas of the shop — loading and unloading,
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racking parts, clean-up, and general support tasks. Not specialized in a single process.
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</td>
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</tr>
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<tr>
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<td><span class="badge bg-warning text-dark">Sandblaster</span></td>
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<td>
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Operates the sandblasting or media-blasting equipment to prepare metal surfaces for
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coating. Responsible for achieving the correct surface profile and ensuring all rust,
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paint, and contamination is removed.
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</td>
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</tr>
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<tr>
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<td><span class="badge bg-primary">Coater</span></td>
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<td>
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Applies powder coating using an electrostatic spray gun. Responsible for even coverage,
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correct mil thickness, and minimizing overspray and waste. Often the most skilled
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technical role on the floor.
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</td>
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</tr>
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<tr>
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<td><span class="badge bg-info text-dark">Masker</span></td>
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<td>
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Applies masking tape, plugs, and caps to protect threads, bearing surfaces, and areas
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that must not be coated. Attention to detail is critical — missed masking means rework.
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</td>
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</tr>
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<tr>
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<td><span class="badge bg-success">Quality Control</span></td>
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<td>
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Inspects finished parts for adhesion, color consistency, coverage, and surface defects
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before the job is marked as complete. May also handle pre-coat inspection after
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sandblasting.
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</td>
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</tr>
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<tr>
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<td><span class="badge bg-danger">Oven Operator</span></td>
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<td>
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Loads parts into the curing oven, sets correct temperatures and cure times for the
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powder being used, monitors the cure cycle, and unloads parts safely after cooling.
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</td>
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</tr>
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<tr>
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<td><span class="badge bg-dark">Supervisor</span></td>
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<td>
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Oversees day-to-day shop floor operations, assigns tasks to other workers, ensures
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jobs are progressing on schedule, and handles escalations. May also handle customer
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communication for production updates.
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</td>
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</tr>
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<tr>
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<td><span class="badge bg-secondary">Maintenance</span></td>
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<td>
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Responsible for keeping equipment running — performing scheduled preventive maintenance,
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troubleshooting breakdowns, and coordinating with external service technicians when
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needed.
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</td>
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</tr>
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</tbody>
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</table>
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</div>
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</section>
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<section id="assigning-to-jobs" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-briefcase text-primary me-2"></i>Assigning Workers to Jobs
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</h2>
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<p>
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Each job can have one worker assigned to it as the primary responsible person. This is the
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worker who owns the job from start to finish — typically a coater or supervisor.
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</p>
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<p>To assign a worker when creating or editing a job:</p>
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<ol class="mb-3">
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<li class="mb-1">Open the job's Create or Edit form.</li>
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<li class="mb-1">Scroll down to the <strong>Assignment</strong> section.</li>
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<li class="mb-1">Select a worker from the <strong>Assigned Worker</strong> dropdown. Only active workers are listed.</li>
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<li class="mb-1">Save the job.</li>
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</ol>
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<p>
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The assigned worker's name appears on the job list view, on the job detail page, and in any
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reports filtered by worker.
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</p>
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<p>
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Workers can also be assigned to <strong>maintenance tasks</strong> on equipment. See the
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<a asp-controller="Help" asp-action="Equipment" class="text-decoration-none">Equipment & Maintenance</a>
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help page for details.
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</p>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
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<div>
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If a worker you want to assign does not appear in the dropdown, check that their record is
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marked as <strong>Active</strong>. Inactive workers are hidden from assignment lists.
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</div>
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</div>
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</section>
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<section id="deactivating-a-worker" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-person-dash text-primary me-2"></i>Deactivating a Worker
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</h2>
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<p>
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When a worker leaves the shop or is no longer available for assignment, deactivate their record
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rather than deleting it. Deactivating preserves the history of all jobs they were assigned to,
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while removing them from the active assignment dropdowns so they cannot be accidentally selected
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for new work.
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</p>
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<p>To deactivate a worker:</p>
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<ol class="mb-3">
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<li class="mb-1">Open the worker's Details or Edit page.</li>
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<li class="mb-1">Uncheck the <strong>Active</strong> checkbox.</li>
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<li class="mb-1">Click <strong>Save</strong>.</li>
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</ol>
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<p>
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Alternatively, use the <strong>Delete</strong> button on the Details page to perform a soft
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delete, which has the same effect.
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</p>
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<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
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<div>
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If a worker currently has open jobs assigned to them, reassign those jobs first before
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deactivating the worker — so the jobs remain clearly owned and nothing falls through the cracks.
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</div>
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</div>
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</section>
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</div>
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<div class="col-lg-3 d-none d-lg-block">
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@{ await Html.RenderPartialAsync("_HelpNav"); }
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<div class="card border-0 shadow-sm sticky-top" style="top:80px">
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<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
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<div class="card-body p-0">
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<nav class="nav flex-column">
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<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
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<a class="nav-link py-1 px-3 small text-body" href="#adding-a-worker">Adding a Worker</a>
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<a class="nav-link py-1 px-3 small text-body" href="#worker-roles">Worker Roles</a>
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<a class="nav-link py-1 px-3 small text-body" href="#assigning-to-jobs">Assigning to Jobs</a>
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<a class="nav-link py-1 px-3 small text-body" href="#deactivating-a-worker">Deactivating a Worker</a>
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</nav>
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</div>
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</div>
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</div>
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</div>
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