Initializing the current schedule

HOW TO INITIALIZE THE CURRENT SCHEDULE WITH DATA FROM THE RECURRING SCHEDULE

 

Once you are sure that the recurring schedule is up-to-date, the next step in the process of creating the schedule, is to initialize the schedule. This will default your "under construction" weeks, to whatever your recurring schedule is for each corresponding week.

 

1. First, enter the Current Schedule.

 

2. Choose which week(s) you want to initialize, as well as which cross-section.  See Cross-sections, and Navigating through time.  You can choose to only initialize a certain cross-section of your schedule, such as one department or task at a time, or you can initialize all of them together.

 

3. Then click on Edit | Initialize this view with time blocks from Recurring Schedule

 

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4. Confirm that you want to initialize from the Recurring Schedule.

 

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5. Now each day in your view of the Current Schedule has been populated with copies of the time blocks from each corresponding day of your Recurring Schedule.

 

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NOTE: Some time blocks may have been modified as described below

 

DEALING WITH SCHEDULED TIME OFF WHEN INITIALIZING

 

Initializing takes into account scheduled time off, which is normally tracked in the Current Schedule. Normally, time off blocks would be the only time blocks existing in the Current Schedule before initialization, as time off can be scheduled far out into the future. If you have any time off blocks in the Current Schedule that would cause a double scheduling error with the recurring time blocks coming in, the time blocks coming in are automatically changed to an open (unassigned) status.  In this way the system shows that there is some task that needs to be filled with a replacement for the employee that is out. The time off block that was originally in the Current Schedule remains, to record the employee's time off for reporting purposes.

 

RE-INITIALIZING THE SCHEDULE

 

Re-initializing the schedule can be a helpful tool, especially if the recurring schedule has changed dramatically, and you have initialized the schedule many weeks out. You can reinitialize the schedule, but you should take caution as you may not get the result you envision.  When initializing the schedule, WorkSchedule.Net will first automatically remove any time blocks in the Current Schedule that (a) came from a previous initialization from the Recurring Schedule to begin with, and (b) have not been modified since then.