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.
- Displays a timeline of user schedules, including:
Global Filters:
- Located at the top left, these filters refine the schedule view:Area, Run, 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:
- Click Add Schedule on the action bar.
- 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.
- Use Reset Form to clear the fields or Cancel to exit without saving.
- 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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