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dec 2023
Purpose
A schedule is used to connect orders and performers.
Add Schedule
Goto Planning -> Shift Schedule
Add Schedule
Click on button Add schedule to get this form
Fill in at least Mandatory fields
- Schedule name: Name of schedule
- Organization: Organization schedule belongs to
- From: Start date (select a monday as start date)
- To:End date.
Organization
The organization the performer/s belong to must be the same or higher in organization then the schedule belongs to.
The organization the customer/s belong to must be the same or lower in organization then the schedule belongs to
Working hours
You must have some working hours for each day you want the performer to be able to see and perform orders on the schedule row
The working hours for the performer do not need to be exactly the same as working hours on schedule row, but they need to be present.
Connect the performers to schedule rows
This can be done in two ways.
1 Mark schedule in schedule list and click on button Staff
This method is used when Daily Planning is used, and not Operations Center.
In this view you connect staff with schedule by dragging och dropping their names on scheddule row
If sought staff not are visible in list, mark these check boxes
Change Start or End date if you need, or accept suggested alternative
Click on Save when done.
2 Start Operations Center
Goto Planning -> Operations Center
Click on marked button to select schedules shown is this view
Select schedules of interest av Save
Drag and drop user to schedule row
Change dates and time if needed
Save
Click on Save button for whole Operations Center form
