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The Timeline Scheduling screen comprises two main sections: 

  • Operations section – At —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 —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 work content. 
    • Schedule pane – Depending —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
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

Undoes the most recent action.
 

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Gear

Opens a drop-down 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
– Recalculates
– O
– Reverts back
  • —Reverts to the
autoschedule
–Creates

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:

– Select
– Select
– Select
–
  • —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 list to select the following:

  • Hide
– If
  • —If using dual-timeline view, select to hide the bottom panes and return to the single-timeline view.
  • Job View
– Select
– Select
–
–
  • —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

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

Zooms in and out of the timelines in the 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 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
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
– List – List
  • —List of jobs.
Employees 
  • Employees—List of employees.
  • Work
Content – Distributed
  • Content—Distributed and undistributed work required to complete an event.
  • Workflow
– Workflow
  • —Workflow relative to planned shifts.
Statistics –
  • Statistics—Statistics for job groups.
Information listed in this pane is READ-ONLY.

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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.