| Control | Description | Notes |
|---|
| Shift Operations |
Add Shift | Opens the Add Shift dialog box. For more information see Add Shift dialog box - field descriptions. | |
Undo | Undoes most recent action. | |
Gear | Opens drop-down menu to select the following: - Generate Schedules -Select to open the Generate Schedules dialog box. For more information, see the Generate Schedules dialog box - field descriptions.
- Clear Schedules - Clears all schedules. After selecting this option, a confirmation dialog box appears to verify that you want to clear all schedules.
- Recalculate Shifts - Not sure what this does selection does because it seems to just open the Generate Schedule dialog box.
- Clear Shifts - Clears all shifts. After selecting this option, a confirmation dialog box appears to verify that you want to clear all shifts.
| If you clear all schedules using the Clear Schedules option, this action cannot be undone. If you clear all shifts using the Clear Shifts option, this action cannot be undone. |
| View Options |
Refresh | Refreshes the Timeline Scheduling view. | This feature is helpful if you have added or edited many shifts and want to ensure that you are viewing a schedule that has incorporated all of your selections. |
Top | Opens drop-down menu to select the following: - Group by Job - Select to display the list of jobs in the left pane.
- Unfilled Shifts - Select to display all unfilled shifts for jobs in the left pane.
- Group by Employee - Select to display the list of employees in the left pane.
- Show Statistics - Select to display statistics in the left pane. Each statistic type is associated with a group of jobs. Click the rotating area to open the list of jobs associated with the statistic type.
Statistics types include:- System Planned Hours - Need to define.
- Manager's Planned Hours - Need to define.
- Scheduled Hours - Need to define.
- System Planned Coverage - Need to define.
- Manager's Planned Coverage - Need to define.
- Scheduled Coverage - Need to define.
- Coverage Percent - Need to define.
When using single-pane schedule viewing, this drop-down menu allows you to select the viewing criteria you see in the left pane. When using dual-pane viewing, use this drop-down menu to select what criteria appears in the top schedule pane. | |
Bottom | Opens drop-down menu to select the following: - Hide - If using dual-pane schedule view, select to hide bottom pane and return to single-pane schedule view.
- Group by Job - Select to display the list of jobs in the left pane.
- Unfilled Shifts - Select to display all unfilled shifts for jobs in the left pane.
- Group by Employee - Select to display the list of employees in the left pane.
- Show Statistics - Select to display statistics in the left pane. Each statistic type is associated with a group of jobs. Click the rotating area to open the list of jobs associated with the statistic type.
Statistics types include:- System Planned Hours - Need to define.
- Manager's Planned Hours - Need to define.
- Scheduled Hours - Need to define.
- System Planned Coverage - Need to define.
- Manager's Planned Coverage - Need to define.
- Scheduled Coverage - Need to define.
- Coverage Percent - Need to define.
When using dual-pane viewing, use this drop-down menu to select what criteria appears in the bottom schedule pane. | The Bottom drop-down menu applies only to the dual-pane schedule view. |
Zoom slider | Slider to zoom in and zoom out of the calendar. - To zoom in, pull the slider to the right.
- To zoom out, pull the slider to the left.
| |
| Select Jobs and Dates |
 Filter
Job selection | Opens the Labor Selector dialog box. Use this dialog box to filter what types of job and employee groupings appear in the left pane. For more information, see Labor Selector dialog box - field descriptions. | |
Calendar selection | Opens drop-down menu to select the date range that appears in the calendar. | |