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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 allow you to schedule labor and change screen views.
  • Scheduling section - At the bottom of the screen—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 —Depending on your settings, this pane can contain a list of employees, jobs, statistics, or statisticswork content. 
    • Schedule pane - This pane (or panes, if you are using dual schedule page viewing) displays a schedule in a calendar format. Shifts appear as bars in line with their corresponding employees, jobs, or statistics. The position and length of the shift bar depend on the start and end time of the shift.

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What is the default view when you open Timeline Scheduling?

...

    • —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.

Anchor
operations-section
operations-section
Operations section – control descriptions

ControlDescriptionNotes
Shift Operations

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Add Shift

Opens the Add Shift dialog box.

For more information, see the following:

-
 

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Undo

Undo
Undoes the most recent action.
 

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Gear

Opens

menu to

a drop-down list to select the following:

Generate
  • Copy Schedules
-Select
  • —Click to open the
Generate
  • Copy Schedules dialog box. Use this option to copy an existing schedule from one planning period to another. For more information, see
the Generate Schedules dialog box - field descriptions.
- Clears
  • —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
- Clears

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
view
screen.

This feature is helpful if you have added or edited many shifts and want to ensure that you are viewing

a

the most current schedule that has

incorporated

been updated with all of your

selections

changes.

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Top

When using single-pane schedule viewing, this

Opens drop-down

menu allows you

list to select the

viewing criteria you see in the left pane.

Opens menu to:

  • Group by Job
  • Unfilled Shifts
  • Group by Employee
  • Show Statistics
When using dual-pane viewing

following:

When using single-timeline view, use the view you see in the scheduling section. When using dual-timeline view, use this drop-down

menu

list to select

what criteria appears in the top schedule pane.  

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

menu to

drop-down list to select the following:

  • Hide
  • Group by Job
  • Unfilled Shifts
  • Group by Employee
    • Show Statistics
    • —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-

    pane viewing

    timeline views, use this drop-down

    menu

    list to select

    what criteria appears in the bottom schedule pane. 

    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

    Slider to zoom

    Zooms in and

    zoom

    out of the timelines in the

    calendar

    schedule panes.

    • To zoom in,
    pull
    • 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

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    Filter

    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

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

    Anchor
    scheduling-section
    scheduling-section
    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
  • Shifts
  • Employees
  • Statistics

    • To sort the information in this pane, do one of the following:

    • Click the header.
    • Hover the pointer to the far right of the column header and select either Sort Ascending or Sort Descending.
    READ-ONLYSchedule pane

    Schedule depending on the selected criteria.

    The calendar view
    • —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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    _Read-only - FDtext
    _Read-only - FDtext

    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

    pulled

    moved all the way to the left (zoomed out), the

    calendar

    timeline displays each day as a separate entry. If the zoom slider is

    pulled

    moved all the way to the right (zoomed in), you see an hourly breakdown

    . Employee shifts appears

    of each day. Shifts and work content appear as bars on the schedule.

    For more information on shift bars, see Shift bars - icons and action descriptions.

    For more information on scheduling and working with shifts, see Working with shifts.