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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 - —Under the operations section, the scheduling section consists of a left pane and a schedule pane (or panes, if you are using dual-schedule timeline view). 
    • Left pane - Depending —Depending on your settings, this pane can contain a list of employees, jobs, statistics, or work content. 
    • Schedule pane - This pane 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? When I open Timeline Scheduling, the left pane defaults to Jobs and the schedule pane is empty (until I select a date range). 

...

    • —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

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

Undoes the most recent action.
 

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Gear

Opens a drop-down

menu

list to select the following:

  • Copy Schedules
- Click
  • —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
  • —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
  • —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
- Not sure what this does selection does because it seems to just open the Generate Schedule dialog box
-Select to open
-Creates
  • —Creates planned shifts based on the work content in the Work Content view. For more information, see Using the Work Content
view

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

menu

list to select the following:

Group by
- Select
  • View—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
    - 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.
    Work Content - Select to display the undistributed work content required to complete an event
    • —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 single-timeline view,

    this drop-down menu allows you to select

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

    menu

    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

    menu

    list to select the following:

    • Hide
    - If
    • —If using dual-
    pane schedule
    • timeline view, select to hide the bottom
    pane
    • panes and return to the single-
    pane schedule
    • timeline view.
    Group by
    - Select
    • View—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
    -
    • —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.
    Work Content - Select to display the undistributed work content required to complete an event
    • 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

    view

    views, use this drop-down

    menu

    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

    Slider to zoom

    Zooms in and

    zoom

    out of the timelines in the

    calendar

    schedule panes.

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

    For more information, see Zooming in and zooming out.


    Select Jobs and Dates

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    Job

    selection

    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.
     

    Anchor
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    scheduling-section
    Scheduling section

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

    PaneDescriptionNotes

    Left pane(s)

     


    Depending on your selected view, this pane displays:

    • Jobs
    Shifts
    • —List of jobs.
    • Employees
    Statistics
    • —List of employees.
    • Work Content

    To sort the information in this pane by either ascending or descending order, 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.
    Jobs, shifts, employees, and statistics listed in this pane are READ-ONLY.
    • —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

    schedule for

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

    The appearance of the

    calendar

    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

    calendar

    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

    undistributed

    work content

    appears

    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.