The dated record of who occupies a Position and over what window; a seat's ownership history is the set of these rows, not a separate audit trail. A handover closes the current row by stamping Effective To and inserts a new one - rows are not edited in place - and validation enforces at most one open row per seat with no overlapping windows, though one person may hold several seats at once to cover vacancies. Saving an assignment change cascades inside the same save: the affected seats' cached route assignee and open future visit plans are re-pointed to the seat's current holder. Handovers dated in the future are deliberately left alone at save time and applied by a nightly reconcile job on the day they take effect.
Fields
| Field | Label | Type | Required | What it does |
|---|
AssignmentReason | Assignment Reason | MultiLineText | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | | |
EffectiveFrom | Effective From | DateAndTime | | When this holder takes the seat; it defaults to today's date when a new assignment is saved without one. Validation requires Effective To, when set, to be strictly later, and rejects any window that overlaps another assignment on the same seat. |
EffectiveTo | Effective To | DateAndTime | | Empty = the current holder of the seat. |
ExecutiveResourceId | Resource | Lookup → Resource | | The person holding the seat, pointing at Resource rather than at Employee or a login user - seats are held by resources, and the route and plan cascade re-points work to this resource id. Saving an assignment without it is rejected. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PositionId | Position | Lookup → Position | | |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit in page. |
EditInList | Edit | EditInline | Edit In List Header |
New | New | New | New |
