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The following tables provides provide field descriptions for the various tile configuration dialog boxes that you use to configure and edit tiles:

Info
iconfalse

Note: Some tiles require that work rules be configured in

Include Page
RMS-ProductName
RMS-ProductName
. In these cases, the configuration dialog box for the tile contains a message directing you to your RMS your 
Include Page
RMS-ProductName
RMS-ProductName
Administrator.

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labor_scheduling_dialog_boxes
labor_scheduling_dialog_boxes
Labor Scheduling

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kbi_metric
kbi_metric
KBI Metric Config dialog box – field descriptions

FieldDescriptionNotes
Title Name

Name of the KBI Metric tile.

To rename the tile, type the new name in the field.

Default name: KBI Metric.
Date SelectorSelect a radio button for the desired date range.Default: Global date range.
View Type

Buttons to select how

to view

data is displayed. Options include:

  • Gauge
  • Column Chart
What is the default?

Default: Gauge.

KBI section
Search field

Search field to select a KBI.

To search for a KBI:

  • Type KBI name.
    The KBI menu updates as you type. 
 
KBI menu

List of available KBIs.

Scroll to review the entire list.

 
Budget Selector section
Budget / Forecast 1Drop-down menu to select a budget type
... What is this for?
for you to compare the KBI values to budget data sets.  
Budget
?
/ Forecast 2Drop-down menu to select
...What is this for? Why do you need two?
a budget type for you to compare the KBI values to budget data sets. 


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hours_and_costs
hours_and_costs
Hours and Costs dialog box – field descriptions

FieldDescriptionNotes
Title Name

Name of the Hours and

Cost

Costs tile.

To rename the tile, type the new name in the field.

Default name: Hours and Costs.
Report TypeType of report that you are viewing.
What is the default?
Default: Worked vs. Standard.
Business Unit

Tree menu of organization layers. Select the check boxes for the organization layers that you want to include.

What is the default?
 
Units of Measurement

Buttons to select the units of measurement. Options include:

  • Hours
  • Costs
What is the default?
Default: Hours.
View Type

Buttons to select how to view data. Options include:

  • Gauge
  • Column Chart
What is the default?
Default: Gauge.
Date Selector

Drop-down menus to select date ranges. Select a radio button for the desired date range

(s)

.

I'm not sure how this works

.

  • Does this section default to a specific period?
    • Can the user select multiple date ranges? If so, what does that do?

    		Default: Global date range.

     

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    employee_shift_requests
    employee_shift_requests
    Employee Shift Requests dialog box – field descriptions

    FieldDescriptionNotes
    Title Name

    Name of the Employee Shift Requests tile.

    To rename the tile, type the new name in the field.

    		Default name: Employee Shift Requests
    Select a Date RangeDrop-down menus to select date ranges. Select a radio button for the desired date range(s).Default: Global date range.
    Business UnitTree menu of organization layers. Select the check boxes for the organization layers that you want to include.
    Which layers are selected by default?
     

     

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    time_and_attendance_dialog_boxes
    time_and_attendance_dialog_boxes
    Time & Attendance

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    who_is_arriving_soon
    who_is_arriving_soon
    Who is Arriving Soon dialog box – field descriptions

    FieldDescriptionNotes
    Tile Name

    Name of the Who is Arriving Soon tile.

    To rename the tile, type the new name in the field.

    		Default name: Who is Arriving Soon.
    Business UnitTree menu of organization layers. Select the check boxes for the organization layers that you want to include.
    Which layers are selected by default?
     

     

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    who_is_arriving_late
    who_is_arriving_late
    Who is Arriving Late dialog box – field descriptions

    FieldDescriptionNotes
    Tile Name

    Name of the Who is Arriving Late tile.

    To rename the tile, type the new name in the field.

    		Default name: Who is Arriving Late.
    Business UnitTree menu of organization layers. Select the check boxes for the organization layers that you want to include.
    Which layers are selected by default?
     

     

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    who_is_in
    who_is_in
    Who Is In dialog box – field descriptions

    FieldDescriptionNotes
    Title Name

    Name of the Who Is In tile.

    To rename the tile, type the new name in the field.

    		Default name: Who is In.
    Business UnitTree menu of organization layers. Select the check boxes for the organization layers that you want to include.
    Which items are selected by default?
     

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    employee_shift_violations
    employee_shift_violations
    Employee Shift Violations dialog box – field descriptions

    FieldDescriptionNotes
    Tile Name

    Name of the Employee Shift Violations tile.

    To rename the tile, type the new name in the field.

    		Default name: Employee Shift Violations.
    Business UnitTree menu of organization layers. Select the check boxes for the organization layers that you want to include.
    Which items are selected by default?
     
    Number of past days to look at to get the current violation count

    Field to specify the number of past days that the Manager Portal analyzes to calculate the current violation count.

    Is my description above correct?

    Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one.

    What is the default?

    Default: 7 days.

    Number of past
    days
    weeks to look at to get historical count

    Field to specify the

    number

    number of past

    days

    weeks that the Manager Portal analyzes to calculate the historical count

    .

    Is my description above correct?

    Also, can you explain what "historical count" means?

    (or past data).

    Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one.

    What is the default?
    Default: 28 weeks.


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    projected_overtime
    projected_overtime
    Projected Overtime dialog box – field descriptions

    FieldDescriptionNotes
    Title Name

    Name of the Projected Overtime tile.

    To rename the tile, type the new name in the field.

    		Default name:Projected Overtime.
    Select a Date RangeSelect a radio button for the desired date range.Default: Global date range.
    Worked Hours Threshold

    Field to specify the worked hours threshold that determines overtime hours.

    Is my description above correct?

    Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one.

      
    Default: 20 hours.
    Last Actuals Date

    What is this field?

    Date that the tile uses when switching from actual hours to scheduled hours.

    Select the appropriate radio button.

    		Default: Yesterday.
    Business UnitTree menu of organization layers. Select the check boxes for the organization layers that you want to include. 

     

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    general_dialog_boxes
    general_dialog_boxes
    General

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    quick_links
    quick_links
    Quick Links tile – field descriptions

    Info
    iconfalse

    Note: The Quick Links tile does not have a separate configuration dialog box. You add new links directly from the tile.


    FieldDescription
    Notes

    Image Modified

    (Add a Link)

    Click to open the following fields:

    • Link Name
    – Type
    • —Type the name of the website (for example, UniFocus.)
    • Link URL
    – Type
    • —Type the URL of the website (for example, www.unifocus.com)
     

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    twitter_search
    twitter_search
    Twitter Search dialog box – field descriptions

    FieldDescriptionNotes
    Tile Title

    Name of the Twitter Search tile.

    To rename the tile, type the new name in the field.

    		Default name: Twitter Search.
    Search Term
    I need more information on how this field works. Is there a format for entering search terms?

    Enter a keyword.