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 view).
- Left pane - 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.
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).
Operations section - control descriptions
| Control | Description | Notes |
|---|---|---|
| Shift Operations | ||
Add Shift | Opens the Add Shift dialog box. For more information see Add Shift dialog box - field descriptions. | |
Undo | Undoes most recent action. | |
Gear | Opens a drop-down menu to select the following:
| 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. |
| View Options | ||
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. |
Top | Opens drop-down menu to select the following:
When using single-timeline view, this drop-down menu allows you to select the view you see in the scheduling section. When using dual-timeline view, use this drop-down menu to select the view for the top panes in the scheduling section. |
|
Bottom | Opens drop-down menu to select the following:
When using dual-timeline view, use this drop-down menu to select the view for the bottom panes in the scheduling section. | The Bottom drop-down menu applies only to the dual-timeline schedule view. |
Zoom slider | Slider to zoom in and zoom out of the calendar.
| |
| Select Jobs and Dates | ||
Job selection | 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. | |
Calendar selection | Opens drop-down menu to select the date range that appears in the schedule pane. | |
Scheduling section
You use the scheduling section to schedule labor. This section contains two main panes: the left pane and the schedule pane. If you are using dual-timeline view, there is a left and schedule pane for each view.
| Pane | Description | Notes |
|---|---|---|
Left pane(s)
| Depending on your selected view, this pane displays :
To sort the information in this pane by either ascending or descending order, do one of the following:
| Jobs, shifts, employees, and statistics listed in this pane are READ-ONLY. |
| Schedule pane(s) | This pane displays the schedule for the selected view in the left pane. The appearance of the calendar 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 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 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. |