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On this screen, you can perform various scheduling tasks.

Field descriptions for the Timeline Scheduling screen

Description for the Operations pane

...

The Timeline Scheduling screen comprises two main sections: 

  • Operations section—At the top of the screen, this section contains controls, menus, and search fields that schedule labor and change screen views.
  • Scheduling section—Under the operations section, the scheduling section consists of a left pane and a schedule pane (or panes, if you are using dual-timeline view). 
    • Left pane—Depending on your settings, this pane can contain a list of employees, jobs, statistics, or work content. 
    • Schedule pane—Depending on your settings, this pane can contain schedules, work content, or statistics. 

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When you first open the Timeline Scheduling screen, a single timeline view opens with the Job view selected.

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Operations section – control descriptions

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ControlDescriptionNotes
Shift Operations
section

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Add Shift

Opens the Add Shift dialog box.

For more information, see the following:

icon  

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Undo

icon  

Undoes the most recent action.

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Gear

icon

Opens

menu to:
  • Generate Schedules
  • Clear Schedules
  • Recalculate Shifts
  • Clear Shifts
 View OptionsRefresh icon  Top icon

Opens menu to:

  • Group by Job
  • Unfilled Shifts
  • Group by Employee
  • Show Statistics
 Bottom icon

Opens menu to:

  • Hide
  • Group by Job
  • Unfilled Shifts
  • Group by Employee
  • Show Statistics
 Zoom slider

Slider to zoom in and zoom out of the calendar.

To zoom in, pull

a drop-down list to select the following:

  • Copy Schedules—Click to open the Copy Schedules dialog box. Use this option to copy an existing schedule from one planning period to another. For more information, see Copying schedules. 
  • Clear Schedules—Clears all schedules. After selecting this option, a confirmation dialog box appears to verify that you want to clear all schedules. For more information, see Clearing schedules.
  • Clear Shifts—Clears all shifts. After selecting this option, a confirmation dialog box appears to verify that you want to clear all shifts. For more information see Clearing shifts.
  • Recalculate Shifts—Recalculates shifts and applies any changes made to a configuration. For more information, see Recalculate Shifts dialog box – field descriptions.
  • Generate Schedules—Open the Generate Schedules dialog box. For more information, see the Generate Schedules dialog box - field descriptions.
  • Restore Auto Schedule—Reverts to the original system-generated schedules for the selected jobs. This option is useful if you generate schedules, make changes, and then want to restore the autoschedule. For more information, see Restore Auto Schedules dialog box – field descriptions.
  • Redistribute Work Content—Creates planned shifts based on the work content in the Work Content view. For more information, see Using the Work Content and Workflow views.

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.

The Recalculate Shifts option is used mainly by UniFocus Support and Implementation.


View Options

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Refresh

Refreshes the views in the Timeline Scheduling screen.

This feature is helpful if you have added or edited many shifts and want to ensure that you are viewing the most current schedule that has been updated with all of your changes.

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Top

Opens drop-down list to select the following:

When using single-timeline view, use the view you see in the scheduling section. When using dual-timeline view, use this drop-down list to select the view for the top panes in the scheduling section.

The Work Content view applies only to event-related job standard types.

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Bottom

Opens drop-down list to select the following:

  • Hide—If using dual-timeline view, select to hide the bottom panes and return to the single-timeline view.
  • Job View—Select to display the Job timeline view.
  • Employee View—Select to display the Employee timeline view.
  • Show Statistics—Select to display the Statistics timeline view.
  • Work Content View—Select to display the Work Content timeline view.
  • Workflow View—Select to display the Workflow timeline view.

When using dual-timeline views, use this drop-down list to select the view for the bottom panes in the scheduling section.

The Bottom drop-down menu applies only to the dual-timeline schedule views.

The Work Content view applies only to event-related job standard types.

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Zoom slider

Zooms in and out of the timelines in the schedule panes.

  • To zoom in, move the slider to the right.
  • To zoom out,
pull
  • move the slider to the left.
 

For more information, see Zooming in and zooming out.


Select Jobs and Dates
Filter  Calendar selection  

 

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Job selector

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.


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Calendar selection

Opens drop-down menu to select the date range that appears in the schedule pane.

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Scheduling section

You use the scheduling section to schedule labor and view work content, workflow, and statistics. This section contains two panes: the left pane and the schedule pane. If you are using dual-timeline views, there is a left and schedule pane for each view.

PaneDescriptionNotes

Left pane(s)


Depending on your selected view, this pane displays:

  • Jobs
  Calendar  
  • —List of jobs.
  • Employees—List of employees.
  • Work Content—Distributed and undistributed work required to complete an event.
  • Workflow—Workflow relative to planned shifts.
  • Statistics—Statistics for job groups.

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Schedule pane(s)

This pane displays the timeline that correspond to the selected view in the left pane.

The appearance of the timeline in this schedule pane depends on the zoom magnification. If the zoom slider is moved all the way to the left (zoomed out), the timeline displays each day as a separate entry. If the zoom slider is moved all the way to the right (zoomed in), you see an hourly breakdown of each day. Shifts and work content appear as bars on the schedule.