Versions Compared

Old Version 9

changes.mady.by.user Frank Gambino

Saved on

compared with

New Version Current

changes.mady.by.user Frank Gambino

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

On this screen, you can perform various scheduling tasks. TK

The screen 

The Operations section

...

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. 

Image Added

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
section

Image Modified

Add Shift

Opens the Add Shift dialog box.

For more information, see the following:

-
 

Image Modified

Undo

Undo
Undoes the most recent action.
 

Image Modified

Gear

Opens

menu to:
  • Generate Schedules
  • Clear Schedules
  • Recalculate Shifts
  • Clear Shifts
 

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

Image Modified

Refresh

Refreshes the views in the Timeline Scheduling
view. When using split-screen viewing
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.

Image Modified

Top

 

Opens menu to:

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

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

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.

Image Modified

Bottom

Opens

menu to

drop-down list to select the following:

  • Hide
  • Group by Job
  • Unfilled Shifts
  • Group by Employee
  • Show Statistics
    • When using split-screen viewing
    • —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

    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.

    Image Modified

    Zoom slider

    Slider to zoom

    Zooms in and

    zoom

    out of the

    calendar

    timelines in the 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

    Image Added

    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.

     

    Image Added

    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

    Is there a term for this column? Not sure how to refer to it.

     

    (s)


    Depending on your selected view, this pane displays:

    • Jobs
  • Shifts
  • Employees
  • Statistics

    • This left pane contains the job

    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.
     Schedule 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.

    Include Page
    _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

    .

    For more information on the shift bars and actions, see Working with shifts.

     

    Icon Descriptions for schedule bars

    TK

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