Woodland Schedule Management: Organizing and Monitoring User Availability

Created by JR Formenti, Modified on Thu, 16 Jan at 2:36 PM by JR Formenti

Overview

The Schedule Management section allows administrators to view, create, and manage user schedules efficiently. It provides a visual calendar interface to track shifts, days off, and other availability details for all team members.


Key Features

  • Calendar View:

    • Displays a timeline of user schedules, including:
      • Shifts: Represented in yellow.
      • Days Off: Represented in green.
    • Allows toggling between different time frames:
      • Day: Focus on a single day's schedule.
      • Week: View the schedule for the current week.
      • Month: Display the entire month for a broader perspective.
  • Global Filters:


  • Located at the top left, these filters refine the schedule view:AreaRun, and Zone: Narrow down schedules to specific zones or locations.
  • Use the Search Users bar to find schedules for a specific user.


  • Action Bar:

    • Refresh: Reload the calendar to ensure all schedules are up to date.
    • Add Schedule: Opens a form to create a new schedule entry.


  • Navigation Controls:

    • Use the Left/Right Arrows to navigate between days, weeks, or months depending on the selected view.
    • Click Today to return to the current date.
       

Adding a New Schedule

To add a schedule:

  1. Click Add Schedule on the action bar.
     
  2. Fill out the fields in the Add Schedule form:
    • User (Required): Select the user from the dropdown menu.
    • Schedule Type (Required): Choose from options like "On Shift" or "Days Off."
    • Start Date and End Date (Required): Define the schedule's duration.
  3. Use Reset Form to clear the fields or Cancel to exit without saving.
  4. Click Add Schedule to save the new entry to the calendar.

Tips for Effective Scheduling

  • Use Filters: Apply filters to quickly locate schedules for specific areas or users.
  • Plan Ahead: Utilize the month view for long-term planning and avoid scheduling conflicts.
  • Stay Current: Refresh the calendar regularly to reflect changes made by other administrators.

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