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Audience: This document is for IT personnel and others who are responsible for ensuring connectivity of UniFocus Workforce Management software.

1. Opening the

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software and logging in

To open the software and log in:

1. Open Internet Explorer.

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   Note: Internet Explorer 9.0 (or later) is the only web browser you can use to launch the software.

2. In the address bar, type "http://login.unifocus.com".
3. Press Enter.
   The application loads.
4. Type your Login ID and Password that your UniFocus representative has given you.
5. Press Login.
   The application software opens in a window.
   

2. Testing screens and tasks

Test to make Make sure that the following screens open and tasks run:

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review-pay-period review-pay-period

Review Pay Period

Ensure that the Review Pay Period screen opens.

To open the Review Pay Period screen, do one of the following:

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scheduling scheduling

Scheduling

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Ensure that the Scheduling screen opens and that schedules are loading correctly.

1.  Open the Scheduling screen , do by doing one of the following:
   1. In the toolbar, click the Main Menu icon (  ).
   2. From the drop-down list, under the Labor section, select Scheduling.
      The Scheduling screen should appear.

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1. 1. On the home screen, click Planning.
      
      The Planning section appears at the bottom of the screen.
   2. In the Planning section, click the click Scheduling icon.
      
      The Scheduling screen should appear.
2. When the Schedulig Scheduling screen appears, test to make sure that schedules are loading correctly:
   1. Click Select Jobs (  ).
   2. In the Job Selector dialog box, select check boxes for different departments and jobs.
   3. Click OK.
      The dialog box closes, and the Scheduling screen updates to display schedules for the selected jobs. 

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lms-dashboard lms-dashboard

LMS Dashboard

Ensure that the LMS Dashboard opens.

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reports reports

Reports

You access reports from the Reports menu ( Image Removed ) in the toolbarEnsure that you can run reports. For testing purposes, you can run any report. The instructions below are for the Weekly Schedule report.

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export-schedule export-schedule

Export Schedules

Running Ensure that you can run Export Schedules in performed in the Planning screen.

To run Export Schedules:

1. Access Open the Planning screen by doing one of the following:
   1. In the toolbar, click the Main Menu icon (  ).
   2. From the drop-down list, under the Labor section, select Planning.
      The Planning screen should appear.

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1. 1. On the home screen, click Planning.
      
      The Analytics section appears at the bottom of the screen.
   2. In the Planning section, click Forecasting.
      
      The Planning screen should appear.
2. In the upper right corner of the Planning screen, click Display advanced options (  ).
   The screen updates to display additional tasks.
3. In the Export Schedules row, click Start.
   The Export Schedules screen appears.
4. In the Job tree menu, select the departments and jobs for which to export schedules.
5. Click Export Schedules.
6. Make sure that the system can wirte write to the hard drive; it should write a schedule.csv file to the root of C:\.

If the screen does not appear or Export Schedules does not run, contact your UniFocus representative.