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This page describes fields and controls on the Schedule Approval screens in the UniFocus Mobile App.
# | Field | Description | Notes |
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1 | Manage Schedules | Under the Team Administration section, select the Manage Schedules option to open the Schedule Approvals screen. | You only see this option if your company is using Schedule Approvals. |
2 | Properties screen | The main Schedule approvals screen displays. |
3 | Planning period selector | Select the planning period to work with. | |
4 | Filter | Filter the table by the following options: - All Properties—Displays all available properties in the table.
- Potential Issues—Displays only properties that have schedules with potential issues.
- Completed—Displays only schedules that have been completed.
| |
5
| Information about properties |
Issue Indicator | Indicates that there are issues with a job in the labor structure level. | |
Issue types | The three issues types include: - Quality (Q)—The scheduling manager has scheduled too few hours, where the variance between the scheduled hours and the projected hours is outside of a configured threshold for under-scheduling. This is typically configured as 3% to 5% in most installations. So if the manager had scheduled too few hours or more than 5% below the projected hours, then the Quality indicator is colored purple and displays the number of related issues.
- Cost (C)—The scheduling manager has scheduled too many hours above the projected hours outside of a configured threshold for over-scheduling. This is typically configured as 3% to 5% in most installations. So if the manager had scheduled more than 5% over the projected hours, then the Cost indicator is colored red and displays the number of related issues.
- OT—This is a percentage of scheduled hours that are overtime (OT) hours. This threshold is configured based on the company's policy for acceptable scheduling of OT. For example, if the threshold is set to 3% and there are more than 3% scheduled hours are OT hours, then the OT indicator is colored blue and display the number of related issues.
| |
Approval Status | The check mark icon indicates approval status. A gray check mark icon ( ) indicates that the schedule has not been approved. A green check mark icon ( ) indicates that the schedule has been approved. If the schedule does not require approval, N/A is displayed. | |
Publish Status | The arrow icon indicates publication status. A gray arrow icon ( ) indicates that the schedule has not been published. A blue arrow icon ( ) indicates that the schedule has been published. If the schedule does not require publishing, N/A is displayed. | |
6
| Approve, UnApprove, Publish buttons |
Approve | This action is for managers who have permissions to approve and unapprove schedules. Options include: - Approve All Schedules with No Issues—Approves only schedules for labor structure levels with no issues.
- Select Schedules to Approve—Select individual schedules to approve.
- Approve All—Approves schedules for all labor structure levels.
| |
UnApprove | This action is for managers who have permissions to approve and unapprove schedules. Options include: - UnApprove All Schedules with No Issues—Undoes approved statuses for all schedules in labor structure levels with no issues.
- Select Schedules to UnApprove—Select individual schedules for which to undo approval status.
- UnApprove All—Undoes approval status of schedules for all labor structure levels.
| |
Publish | This action is for managers who have permissions to publish schedules. Options include: - Select Schedules to Publish—Select individual schedules to publish to emp.
- Publish Selected—Publishes the selected schedules to employees' mobile devices.
- Publish All—Publishes all schedules to employees' mobile devices.
| |
7 | Details screen for a selected job |
8 | Aggregate information for planning period | Information includes: - Variance %—The overall percentage variance between scheduled and projected hours for the planning period.
- Days Outside Threshold—The number of days in the planning period where schedules are outside of the threshold for over- or under-scheduling.
- OT%—Percentage of scheduled hours that are OT hours.
- OT Employees—Number of employees who have scheduled OT.
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9
| Buttons for the selected labor structure level |
Approve | Approves schedules for the selected labor structure level. | |
UnApprove | Undoes the approved status of the selected labor structure level. | |
Publish | Publish schedules for the selected labor structure level. | |